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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

MiaSrebrnjak le Janvier 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Lire la suite

Répondre Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 Mentions J'aime

11 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Février 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Lire la suite

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m13drk le Avril 12, 2024

Initial data import to include attachments

I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Lire la suite

Répondre Documents Getting Started How-To

0 Mention J'aime

4 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 12, 2024 05:58

Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Lire la suite

RetailTim le Février 28, 2024

Best way to track your supplier contacts and spend?

We're a retailer and we want to track our wholesale and distributor contacts from first contact through to acceptance (of us as a retailer / them as a supplier). So it's kind of like sales, but in reverse: selling them on us as a customer and then t Lire la suite

Répondre best practices Getting Started

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1 Réponse

RSchweighart

Contributeur de premier rang

Février 28, 2024 16:55

Hi @RetailTim , I think you're spot on to say it's like sales. You are selling your business as means to sell other people's products. Without knowi...Lire la suite

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RGeyer le Février 06, 2024

How to remove SKU in product?

Hi all, New Hubspotter... I can't seem to find the answer although the question has been posed. Creating a product... I do not want the SKU field (and a few others) in my product. It is not used in my business and will be cluttering/confusi Lire la suite

Répondre Getting Started

1 Mention J'aime

4 Réponses

Accepted Solution

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

Février 07, 2024 06:09

Hey @RGeyer for the moment its not possible to cut off the SKU property from there as for HubSpot is an standard property for Products. I'd ...Lire la suite

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JMariano le Janvier 18, 2024

Migration from Keap CRM

Hi! We're currently using Keap and would like to migrate to Hubspot. Is it possible to migrate deals, notes of all the contacts from Keap? We are currently using Keap to view and update records. Thanks!

Répondre best practices Getting Started Starter

1 Mention J'aime

7 Réponses

Accepted Solution

Jonas_De_Mets

Contributeur de premier rang

Janvier 21, 2024 08:58

Hi @JMariano , Yes, that's definitely possible! I have done several data migrations to HubSpot and these are the main steps: 1) Export deals, conta...Lire la suite

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JI92 le Mai 06, 2023

website + membership and content

I honestly dont know in which subject i need to put this, if i am wrong, please let me know. I wanted to know if i can create a website that has a paid membership, where when they login they can see all kinds of pictures and videos max 5 min long wi Lire la suite

Répondre Getting Started How-To

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2 Réponses

Accepted Solution

elizheleva

Contributeur de premier rang | Partenaire solutions Platinum

Mai 07, 2023 07:56

Hi, @JI92 , depending on the Hubspot subscription you have, you might be able to use Smart content. It allows you to show different content t...Lire la suite

MTRLitalB le Octobre 17, 2022

Web3 & Metaverse: the Building Blocks, according to HubSpot

Ben Harmanus WEB3, METAVERSE, NFTs ....and what it all means for your company, your brand, and you. HubSpot User Group Meetup: We will learn together from an expert web3 HubSpotter: Ben Harmanus, HubSpot International Brand S Lire la suite

Répondre AMA Announcement Getting Started

7 Mentions J'aime

7 Réponses

memory2

Membre | Partenaire solutions Platinum

Octobre 20, 2022 12:26

s is going to be a fantastic event! Perfect for anyone looking to gain a deeper understanding of Web3 and the surrounding ecosystem!

CPudenz le Juin 07, 2022

Update Price when Billing Frequency is Changed

Is there anyway to automatically update the Unit Price field when the Billing Frequency is changed? ie. Annual billing for $120,000 updates to $10,000 when the billing frequency is changed to monthly? Right now it appears we have to manually divide Lire la suite

Répondre Deals Getting Started How-To Settings Workaround Workflows

0 Mention J'aime

4 Réponses

CPudenz

Membre

Juin 29, 2022 09:48

Hi Himanshu, did you mean currently Hubspot does not* offer this? How do you customize the quote to do so?

kvlschaefer le Mai 24, 2022

Getting Started with Playbooks - Sales Hub ‌📚‌

Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou Lire la suite

Répondre best practices Enterprise Getting Started Playbooks Professional Sales

8 Mentions J'aime

17 Réponses

AGalvez7

Membre

Mars 19, 2024 17:42

I'd like to have a checklist (with checkboxes) and/or tasks right in a playbook -- even better if we can run a report to show which boxes were checke...Lire la suite

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SPage44 le Novembre 21, 2021

Your daily task flow within gmail?

Hi there Hubspot Community! Can anyone who uses gmail tell me a little bit about how you operate daily and switch back and forth between app.hubspot.com and gmail.com? For example, my current task is to go through my inbox and respond, but no Lire la suite

Répondre Getting Started

0 Mention J'aime

2 Réponses

Accepted Solution

webdew

Guide | Partenaire solutions Diamond

Novembre 21, 2021 23:41

Hi @SPage44 , We at webdew use gmail but we never uses our gmail inbox to send our mails. We have connected our gmail add with our HubSpot accou...Lire la suite

Drew_Cohen le Mars 07, 2021

Supplemental Material - User-Driven Community on Clubhouse

Posting this here since the CRM is the foundation of so many of the great conversations throughout the Hubspot community, and people are frequently looking to connect with other Hubspot users. There are tons of helpful discussions in the Hubspot Comm Lire la suite

Répondre Enterprise Free Getting Started How-To Professional Starter

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1 Réponse