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AProyectos on September 13, 2024
hi i’m elena and i’m having some troubles importing my contacts and companies. can anyone help me? 🙂 i am importing two different files excel, one for contacts and one for companies. in both there is a column in common, the RecordId of the co read more
0 upvote
2 Replies
Member
September 13, 2024 07:19
yes they match, there are no errors in the properties or anything else? Thank you
Solved
GMendes4 on September 12, 2024
Olá, Atualmente já trabalho com T.I porém tenho uma oportunidade de implementar um CRM em uma empresa e ser o "Administrador" em criar processos e automações, implementar do zero, porém nunca nem mexi com isso. Vocês tem algumas dicas e um d read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 13, 2024 00:27
Olá, @GMendes4 , Começar a usar o HubSpot, especialmente como administrador encarregado de implementar um CRM do zero, pode parecer assustador...read more
Solved
CSantos5 on September 07, 2024
Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
September 07, 2024 01:14
Hi @CSantos5 , You're correct, this is not possible through import. Mentioning users with the @ character is only possible directly through th...read more
Solved
MHussain8 on August 26, 2024
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
August 26, 2024 08:32
Hi @MHussain8 , Check out this resource. It should be exactly what you need. https://www.protocol80.com/go/ultimate-buyer-persona-guide...read more
Solved
MPeters3 on August 19, 2024
How do I find all the lists that a company is a member of? On the company record I can't see anywhere that shows the lists it's on.
2 upvotes
2 Replies
Accepted solution
Hall of Famer | Partner
August 19, 2024 14:40
Hi @MPeters3 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...read more
Solved
HRobinson79 on August 09, 2024
Why don't I get a push notification on my android phone unless I actually open the app before? For chat.
0 upvote
1 Reply
Accepted solution
Member | Gold Partner
August 09, 2024 08:04
Here are the reasons you might not get push notifications on your Android phone unless the chat app is open: Battery Optimization: Disable for th...read more
Solved
LLamberth on August 07, 2024
Why can't I create a task? All fields filled in but create button greyed, no tool tip just the universal circle/slash icon indicating not available. Not able to include a screenshot. I am using Hubspot CRM, free. Any help appreciated! Than read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 07, 2024 23:57
Hi @LLamberth , Are you seeing a tool tip when you hover your mouse over the create button? Were you able to create tasks before? Are yo...read more
Solved
NDooly on August 07, 2024
Hi I'm looking to create some best practices in my CRM. For all open opportunites, I'm asking sales to update the "next step" property as follows: "initials, date of entry & next steps of the deal". For example. "ND, 07/08, Demo on 25/08". read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
August 07, 2024 10:30
@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is t...read more
Solved
GKalyankar on August 07, 2024
Hello HubSpot Team, If i'm close-won the deal then automatically the associated contact and account should be created without doing it manually how can i do it without creating the workflow ?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
August 07, 2024 01:57
Hi @GKalyankar , Just to confirm, when you're working on a deal, that deal is neither associated to a contact nor a company? Could you explain...read more
Solved
NDooly on July 31, 2024
Hi I'm using the free CRM version of HUBS, can i get a list of all properties available to me in accounts, contacts & opportunities? I want to make sure certain properties are mandatory. Tks, Neal
1 upvote
6 Replies
Accepted solution
Member
August 01, 2024 09:00
Thanks, very helpful.
nsykesdotco on July 28, 2024
I hate clicking the sidebar and then clicking the tool I want to look at -- I spend a lot of my day in the Hubspot client and want a one-click system. So I paid a developer to build it out and am sharing it with you! Video tutorial on read more
0 upvote
1 Reply
Community Manager
July 29, 2024 07:05
Hi @nsykesdotco and welcome to the Community! 🎊 We are thrilled to have you here! ❤️ Thank you for sharing with the Community this free ext...read more
Solved
Shubham_Sharma on July 23, 2024
Hello Community members and Partners! I have a simple question regarding the HubSpot Community email signature How can I create a signature for the HubSpot community I tried creating a signature and added that code under the settings and pe read more
2 upvotes
2 Replies
Accepted solution
Key Advisor | Partner
July 23, 2024 01:52
Hey @Shubham_Sharma The best practice would be to create an email signature from the HubSpot email signature generator and then add the code...read more
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