How do we import more than one new company and associate them to one new deal in the same import. How did include custom association labels (eg Reseller) in the same import, when the Association Label tab has three options: Deal to Company, Dea read more
Hi @JWhitham , Hubspot has a nice article about the imports with sample files and screenshots - https://knowledge.hubspot.com/crm-setup/import...read more
I'm building an mobile App to retrieve information from the HunSpot CRM. The App requires a sign up and login in functionality. When somebody signed up I want the user data to end up in the Contacts (so that I can see new customers coming in). And w read more
Thanks for the feedback Dan. But I don't believe SSO is the solution I'm looking for. Each user of the mobile app requires their own login details (u...read more
Our Global CRM system is not integrated with HubSpot, I've downloaded all contacts exporting everyone with an 'Email' Or 'First name' populated. We've completed an extensive matching exercise externally and have managed to merge with our CRM data. read more
Hi @MEyre ,
That's a bit unusual – unfortunately, you would have to clean up your file to have one column for contact IDs, one column for comp...read more
Hello everyone! I have a tricky question. We have a list of 800+ contacts listed in an XLSX file but only the Account ID numbers. Every contact on this list has Salutation data missing and we need to update these manually (due to another software in read more
Hello everyone! This question is similar to another one I have asked but I wanted to see if there were any updates to this. We are wanting to track a contact's interest based on their visiting specific blog or web pages. For example, there may be pa read more
Nothing new, just giving a +1 to both @Jnix284 and @trevorjones71 here. I'd start with the HubSpot score property (lead scoring) and then look at...read more
Hi, My organsitation is currently working on a strategy across multiple stakeholders both internally and externally. My task is to collate information and conversations that take place in an easy and accessible way as we undertake our consultation read more
Hi Dan, Thanks for your reply, I appreciate you taking the time to repsond. I know that we have the package linking our emails to HubSpot, w...read more
Is it possible to have multiple orders under one deal? Our clients have multiple shipments and we need to be able to keep track of things such as shipment status, amount, invoice paid, etc for each shipment. Is this possible? Any ideas would be grea read more
Hi @ccarli
This situation probably justifies adding Custom Objects to reflect the way that the business operates, beyond the boundaries of H...read more
I'm new to Hubspot and I'm trying capture meeting notes that I record during the discussion. I don't need to report on them but do want easily see if the notes are from a meeting. Seems like there are three options: Add a comment to a meeti read more
@KSimmons Great question - there are a couple of options here: 1. You can create a note and title it with the name, date, and time of the meetin...read more
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CRM You Don’t Need A PHD To Use: HubSpot for Education
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You’re doing all you can to get more enrolments, better insight and a bigger bang for your ma read more
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When I am importing line-items into a Deal the line-items does not show up in the same order as in the csv file and when creating a Quote all the rows are mixed. Is there a way to fix this in the csv file? Does Hubspot sort the rows in a specific lo read more