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MiaSrebrnjak on January 31, 2024
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. read more
Member
March 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
Solved
RicardoCampos on September 28, 2020
Hi, is there any option to know the readed post? I can see this option in each topic board: But, how can I mark a readed post? I can´t find a label or filter... Thanks!
0 upvote
1 Reply
Accepted Solution
HubSpot Alumni
September 29, 2020 10:46
Hi @RicardoCampos , Thanks for reaching out. Currently, this is not a functionality of the tool. If you would like to see this implemented ...read more
barrettc31 on September 23, 2020
HubSpot Community, Is there a way to do a bulk add of let's say 258 HubSpot contacts to log a meeting? We are trying to update 258 contacts that attended a webinar and would like to note across all of our HubSpot platform that these contacts read more
0 upvote
1 Reply
HubSpot Employee
September 24, 2020 04:55
Hi @barrettc31 , Thanks for this second message. In order to have a main thread I'd advise to respond directly here . Thank you 🙂
Solved
SeanReid on September 22, 2020
Did you know that 42% of salespeople say that prospecting is the most difficult part of the sales process for them? That's a huge number that struggles with getting that right connection or trying to uncover whom they should speak with. This post is read more
2 upvotes
1 Reply
Accepted Solution
HubSpot Alumni
September 22, 2020 09:17
Lead scoring is also a great way to maximize your priority setting when it comes to prospecting. I have a detailed guide here on how you can bring i...read more
SeanReid on September 22, 2020
When it comes to discussing prospecting with my clients, I often get asked if a call or an email is the best approach to make to try connect with a lead. The answer to this is of course " Try both! ", but in terms of first engagement, both have thei read more
0 upvote
1 Reply
HubSpot Alumni
September 22, 2020 08:51
Interested in how you could use sequences to help with your connect calls and emails together as a single process? Have a read of my guide here on h...read more
IronDesk on September 18, 2020
I've been able to sort birthday by months Create a new property called 'birthday' Download contacts emails and date of birth into an Excel spreasheet Copy the date of births in a new colum and shorten all the dates to {number - month}(12-Jul) read more
4 upvotes
1 Reply
Community Manager
September 21, 2020 02:07
Hi @IronDesk , Thank you for reaching out to the HubSpot Community. Am I correct to say this is a tips sharing post?
PIT on September 18, 2020
Hi guys, I hope someone will be able to help me with this: We are using Demio for running webinars and as there is no direct integration between Demio and HubSpot the data transferring and keeping is quite hard. I will be checking and most proba read more
4 upvotes
4 Replies
Member
November 15, 2021 05:40
Hi there ! 👋 Jody here from Demio! So happy to let you know that we have recently released a direct integration with Hubspot on our Demio plat...read more
Gary4 on September 17, 2020
Hi, We are planning to do a bulk marketing email which will then be followed up by calls etc. but as we are a small company, we are hiring an external company with 4 people to do the initial follow up. In your experience, what's the best way to do t read more
0 upvote
3 Replies
Top Contributor | Diamond Partner
September 18, 2020 13:25
@Gary4 got it - thanks for the clarification. I don't think creating the O365 is necessary unless you want to be the owner of their inbox (for...read more
Solved
kaburke on September 16, 2020
I created the below as a project for one of my customers and within days, I was sharing it and changing it for multiple customers of mine so I wanted to share the non-personalized one here. This is the bare bones for setting up a simple HubSpot/Sa read more
12 upvotes
32 Replies
Accepted Solution
Top Contributor | Diamond Partner
March 11, 2024 10:31
@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package a...read more
Solved
kaburke on September 09, 2020
A few months ago I came across a document that my US colleague Kit Lyman put together and I fell in love with the layout. I piggybacked on her amazing resource and built it out to include all of the different elements that need to be taken into c read more
16 upvotes
5 Replies
Accepted Solution
Contributor | Elite Partner
August 17, 2022 15:37
@MortenL Stepping in for John here. Yes! It will create custom properties from the source portal. You can review all the custom properties scenario...read more
jeffroe on September 08, 2020
Hello, I'm a contractor and it has come to my attention that only these property fields are searchable by default: First Name Last Name Email address (you can only search using the primary email address) Phone number (searches the d read more
0 upvote
1 Reply
HubSpot Employee
September 09, 2020 03:39
Hi @jeffroe ! You can read about all of the properties that are searchable within your HubSpot account here and you are correct that custom prop...read more
SeanReid on September 07, 2020
I've worked very closely with Sales teams for the past 4 years, and when I bring up sequences as a tool to use, I'm sometimes greeted with " But we do outbound prospecting also, how can it help us there? " However, I would always challenge them that read more
17 upvotes
7 Replies
Member
August 28, 2023 15:31
I am just getting started in sequences - what ACTUALLY starts the execution of the sequence? I don't see any buttons that says "start" or "schedule"...read more
Solved
Jwberry on August 31, 2020
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!? WOrKARouNd!! 🕺 There's a cleve read more
25 upvotes
14 Replies
Accepted Solution
Hall of Famer | Partner
October 04, 2023 03:13
Hi @Jwberry and everyone, Great news, there is now a beta for a native feature! Meetings [Public Beta] Reminder Defaults, ...read more
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