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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

MiaSrebrnjak on Janeiro 31, 2024

Reimagining CRM records – show us your customization superpowers!

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. Leia mais

Responder Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 avaliações positivas

11 Respostas

MiaSrebrnjak

Gerente da Comunidade

Fevereiro 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 to...Leia mais

Solucionado

JWronski on Dezembro 15, 2023

Help With Using Snippets in Notes

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 Leia mais

Responder best practices Knowledge Base Professional Reports Settings Snippets

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Dezembro 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 ...Leia mais

Solucionado

DGilbert9 on Novembro 20, 2023

inboxes and attachments

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 Leia mais

Responder Knowledge Base

1 avaliações positivas

3 Respostas

Accepted Solution

Crystal_Hopper

Conselheiro(a) de destaque

Novembro 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...Leia mais

Solucionado

BMoran7 on Maio 06, 2023

automated notifications

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 Leia mais

Responder Knowledge Base

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 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 ...Leia mais

Solucionado

MEyre on Fevereiro 15, 2023

Re-importing contacts and companies using record ID (with enhanced data)

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. Leia mais

Responder Contacts CRM How-To Knowledge Base

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 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...Leia mais

LWong2 on Julho 01, 2022

Cross-Object Reporting - Possible to Compare Values Between Objects as a Filter?

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 Leia mais

Responder Knowledge Base

1 avaliações positivas

1 Respostas

BukunmiOdetayo

Top colaborador(a) | Parceiro

Julho 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...Leia mais

Solucionado

ADawson88 on Dezembro 28, 2021

HubSpot CMS For Ecommerce Website

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 Leia mais

Responder Knowledge Base

0 avaliações positivas

1 Respostas

Accepted Solution

Jake_Lett

Orientador(a) | Parceiro

Janeiro 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...Leia mais

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