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MiaSrebrnjak on January 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. read more
Community Manager
February 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 more
LittleF on March 12, 2024
Hi there, I'm new to HubSpot & I have a question regarding Lists. In CRM tools I have used in the past, I was able to import CSV files & create a static list that automatically filtered the customers & populated the data with other info read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
March 12, 2024 11:14
Hey @LittleF , Do you have email address in your excel or is it only phone number? HubSpot has 2 standard unique identifers for contacts - more
RReicker on February 21, 2024
Looking for some input on best practices and i am not even sure i know how to convey this. There are only a few people in the company that I work for that actually use Hubspot to its fullest. I have never been to Inbound to learn nor do they provi read more
1 upvote
4 Replies
February 26, 2024 08:58
Thank you Karsten, I have toyed with workflows a bit and will take some time to read the link that you shared. We do currently use a work flow for more
NBeal on December 11, 2023
Hi all- We have a group attending a conference soon and will be using the business card scanner to pull leads. How can I automatically have these put into a list? I can't seem to find this answer anywhere. Thanks!
0 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
December 11, 2023 14:40
Hi @NBeal When you add contacts via the business card scanner during the event, you can then create an active list that uses the dates of your more
BilalAhmad on December 04, 2023
Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?
Accepted Solution
Hall of Famer | Partner
December 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: more
DChimenti on November 06, 2023
I am trying to do some mitigation on marketing to our current customer. I started a sequence and selected the prospects from the contact level view, filtering buy 'contact owner', 'lead status', and 'lifecycle stage' at the contact level. Some of read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 07, 2023 00:15
Hi @DChimenti , In contact-based lists (Menu > Contacts > Lists), you can filter for both contact and company properties. If you more
05469 on September 20, 2023
Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 20, 2023 08:45
Hi @05469 , This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: more
DVahaly on September 18, 2023
Hello, We are trying to create lists with designated access. When a list is created only certain departments/teams should be able to view it? Can anyone help me with this? Thank you, Dana
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 18, 2023 10:46
Hi @DVahaly , HubSpot calls this partitioning, you can find instructions here: more
jleow on August 17, 2023
If you have an important segment of contacts or companies, it’s best to keep track using a list. This is ideal as you can use the list for sending marketing emails, to use as workflow enrollment triggers, creating ad audiences, and more. read more
3 Replies
Most Valuable Member | Elite Partner
August 21, 2023 08:46
Awesome! Thanks for the tutorial @jleow and for thinking of me @kvlschaefer ! I'll be digging into understanding this today for sure, and sharing more
CVedock on June 29, 2023
Inline editing is beautiful in Salesforce, but seems to be impossible in HubSpot. Does anyone use a workaround for inline editing of company and deal records? I see apps for purchase, but I don't have a budget to spend on it. The use case is recurri read more
Accepted Solution
Hall of Famer | Partner
June 30, 2023 00:32
Hi @CVedock , Inline editing is possible on all of the record index pages ( Menu > Sales > Deals , Menu > Contacts > more
HSaunders on May 09, 2023
Hi Community Does anyone know if it's possible to merge multiple active lists into 1 list? I have a number imports which I would like to have in 1 active list and then run a sales sequence. Or is their a best practice when importing to add read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 09, 2023 10:44
Hi @HSaunders , If you want to combine multiple lists, the easiest way would be to create a new active list and then use the List membership more
thusgaard on March 21, 2023
Can't quite seem to crack this. Here's some context: As part of a marketing campaign a number of contacts have received an email. the CTA was "sign up for this meeting/event". Some contacts who received the marketing email may have forwarded it t read more
Accepted Solution
Hall of Famer | Partner
March 21, 2023 14:25
Hi @thusgaard , This requires the creation of a temporary custom property, if I'm not mistaken. Here's what you would do: Create a more
AaronBoatin on March 12, 2023
We're trying to clean up the unused companies in our database and delete ones not associated with any contacts. I'm runnning into a dead end when trying to create an active list. Any help would be greatlty appreciated!
Accepted Solution
Top Contributor | Partner
March 12, 2023 21:36
Hey @AaronBoatin , I too just deleted some unused companies from my CRM a couple of hours ago. To do this, navigate to contacts -> lists -& more
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