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MiaSrebrnjak 1月 31日, 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. 続きを読む
コミュニティーマネージャー
2月 13日, 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 to...続きを読む
解決済み
JWronski 12月 15日, 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 続きを読む
Accepted Solution
殿堂入り | Solutions Partner
12月 15日, 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 ...続きを読む
解決済み
DGilbert9 11月 20日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
キーアドバイザー
11月 20日, 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...続きを読む
解決済み
BMoran7 5月 06日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 06日, 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 ...続きを読む
解決済み
MEyre 2月 15日, 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. 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 15日, 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...続きを読む
LWong2 7月 01日, 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 続きを読む
1 いいね!
1 コメント
トップ投稿者 | Solutions Partner
7月 02日, 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...続きを読む
解決済み
ADawson88 12月 28日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
ガイド役 | Solutions Partner
1月 07日, 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...続きを読む
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