I have Sales Hub Starter, and have a dev environment, where I of course have access to Enterprise features. However, I want to help answer questions and do demo test setups for (potential) clients, who for example are on Sales Hub Pro. How do I s read more
Hi PSterkenburg , You’re looking to replicate Sales Hub Pro’s features/limits for testing without Enterprise-level access. Since dev environment...read more
Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall read more
Hi HubSpot Community! 👋
I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
Hello, Trying to set up a workflow where once a user is imported into HubSpot, a task is created and finished immediately, and then a new task is created. Currently, once the user is imported, a task is created, but I then need to finalize t read more
Hi @mlnativemsg ,
This is easiest done with two workflows – a first one that creates the first task, and a second task -based workflow (not c...read more
Hi there! With one of the recent updates, I have having a hard time editing my enrollment and unenrollment triggers in my workflows. I have several workflows set up and connected to pipelines so that if a deal enters a state of a the pipeline read more
Hi @KWhite1 ,
Are you able to create new workflows and set up unenrollment based on deal stages in the left sidebar / unenrollment tab as show...read more
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
Please note I am a salesforce admin, now trying HubSpot foe differnet side company I am involced with, but my perspective is heavily influenced by my salesforce knowledge. I have a small company that interfaces with people, not "companies". In read more
hi @AdamRooney
it depends on how you setup the integration with HubSpot and Wave
you can take a look at Zapier that can help you sync better t...read more
Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more
Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more
Hello HubSpot Community,
I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month.
Our process starts when a visitor on our website reques read more
Hi @basdenhoed , this is an interesting challenge and something I'd gladly discuss further. We are developing a sales assistant for HubSpot tha...read more
Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'. read more
@elaineyang I just tested this in my portal and it worked fine. Could you double check, refresh your tab, try again? Could you share another screen...read more
Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more