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.
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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 Leia mais
Hi @m13drk ,
The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leia mais
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 Leia mais
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais
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 Leia mais
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 and...Leia mais
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 Leia mais
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 Leia mais
Hi @sanjeevmansotra ,
Happy to help! This is a very broad question. Could you narrow it down to specific use cases, or explain which target au...Leia mais
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 Leia mais
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 Leia mais
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 Leia mais
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 th...Leia mais
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 Leia mais
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 Leia mais
Thanks @PamCotton I wish we will find a solution inside Hubspot. In the meantime, I found a workaround - via Googlesheet. By automatic tool: I ...Leia mais
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 Leia mais
To migrate emails, contacts, forms, and flows you can use Data Sync by HubSpot Kindly go through this article: https://knowledge.hubspot.com/email...Leia mais
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