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 Beitrag ansehen

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 Beitrag ansehen

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!

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?

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 Beitrag ansehen

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?

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

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. Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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!