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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
Community Manager
February 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 more
m13drk on April 12, 2024
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 read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 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. more
DJohnson4 on March 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more
Accepted Solution
Hall of Famer | Partner
March 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: more
NJ_001 on March 04, 2024
Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr read more
0 upvote
7 Replies
Accepted Solution
Top Contributor
March 06, 2024 13:53
These are some great solutions from the community! @NJ_001 , this is a slight stretch on your use case, but HubSpot has an ability to create more
Adriane on February 27, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more
Most Valuable Member | Elite Partner
April 08, 2024 07:40
Awesome, thank you for confirming @Adriane 🙌
sanjeevmansotra on February 05, 2024
Hello my name is Sanjeev Mansotra. Facing query - How can I effectively leverage HubSpot's advanced marketing automation features, such as workflows and lead scoring, to create a dynamic and personalized customer journey that optimizes lead nurturi read more
0 upvote
1 Reply
Hall of Famer | Partner
February 05, 2024 04:59
Hi @sanjeevmansotra , Happy to help! This is a very broad question. Could you narrow it down to specific use cases, or explain which target more
NJ_001 on January 28, 2024
Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2024 07:27
@NJ_001 typically this has to be updated manually, unfortunately. Glad I could be of help! 🙂
TMau13 on December 22, 2023
Hey guys, I tried to import tickets in bulk via an Excel sheet and I need to associate multiple contacts with that ticket. It works perfectly fine with 1 contact. I researched a bit and found out I just need to put a semicolon + 1 space bar betw read more
0 upvote
1 Reply
Accepted Solution
Guide | Elite Partner
December 22, 2023 09:49
Hi @TMau13 , I have never done it this way - here's a much cleaner way! in my knowledge (even though a bit slower) Clone your more
SCooper8 on November 27, 2023
Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more
Accepted Solution
Hall of Famer | Partner
November 28, 2023 08:24
Hi @SCooper8 , HubSpot doesn't have anything that would serve as a one-stop-shop. There are the building blocks (see my previous reply) but more
SaraP on November 22, 2023
In workflows or reporting, it can be useful to compare activities based on today’s date or understanding data in the context of today’s date . As this isn’t a default property provided by HubSpot, we can easily set this up by: Creating a read more
Key Advisor | Diamond Partner
November 22, 2023 03:09
Thanks for Sharing @SaraP
Rubi_MedMen on November 14, 2023
Hello, We need to present to our SALES REPs a view of their customers (=contacts), with the deals amounts PER MONTH. In order for them to work directly from a Contact View. We have Hubspot Service + Sales PRO, How can we calculate REVENUE (from read more
November 16, 2023 04:16
Thanks @PamCotton I wish we will find a solution inside Hubspot. In the meantime, I found a workaround - via Googlesheet. By automatic tool: I more
chasealeavitt on November 07, 2023
I have a client that will be moving over to HubSpot from Klaviyo. Everything I have found only talks about going from HubSpot to Klaviyo. Has anyone ever migrated their emails, contacts, forms, flows, etc in Klaviyo to HubSpot? It won't be too read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
November 07, 2023 04:48
To migrate emails, contacts, forms, and flows you can use Data Sync by HubSpot Kindly go through this article: more
pjungaker on October 23, 2023
Live Sales Demo in Dutch Benieuwd om te zien hoe de Sales Hub er uit ziet? Volg dan de live demo voor sales teams, managers & business owners. 👉🏼 Schrijf je hier in 👈🏼 Populaire features die we ga read more
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