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MiaSrebrnjak en Enero 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. Leer más
Miembro
Marzo 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...Leer más
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JWronski en Diciembre 15, 2023
Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 15, 2023 14:04
Hi @JWronski , Which object are you adding the note to? If I'm not mistaken, tokens for objects where there might be multiple records to pick ...Leer más
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DGilbert9 en Noviembre 20, 2023
Hi We are looking at incorporating an external email address into HubSpot which clients send enquiries to. The question I have is around attachments, if they send an attachment to the email, does this come into the contact record and if so, wher Leer más
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3 Respuestas
Accepted Solution
Asesor destacado
Noviembre 20, 2023 11:52
I'm not sure I fully understand, please make any corrections/clarifications you need to. When you say "external email address" what do you mea...Leer más
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BMoran7 en May 06, 2023
We currently record 'closed won' deals for planned preventative maintenance (PPM) visits. These visits are more than once/annum, say January & July. Can HubSpot create an automated notification 1 month before the last month (July) to remind the Leer más
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Miembro del salón de la fama | Partner
May 06, 2023 10:54
Hi @BMoran7 , Yes, within Sales Hub Professional it is possible. The requirement would be that there is a date property which contains a date ...Leer más
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MEyre en Febrero 15, 2023
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. Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 15, 2023 07:47
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...Leer más
LWong2 en Julio 01, 2022
Hi, I am trying to set up a cross-object report, using Company as the primary data source and Deal as the secondary. We have an "application number" in the Company that tracks the most recent application, and each related Deal record has it Leer más
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1 Respuestas
Colaborador líder | Partner
Julio 02, 2022 14:12
Hello @LWong2 , I haven't fully understood this. However, from what I understand, I can give the following suggestions: I assume the compan...Leer más
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ADawson88 en Diciembre 28, 2021
Hello, I want to creat a Ecommerce Website that will be electronic niche based. I want to make tis webiste fully dynamic with advanced filter options. Can we creat this type of website by HubSpot CMS? Here is the example of website I want to creat Leer más
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Guía | Partner
Enero 07, 2022 14:42
I would recommend looking into Bigcommerce or Shopify if you want an off-the-shelf solution. Bigcommerce skews towards the B2B market and has more en...Leer más
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