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.
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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 Leia mais
Hey @LittleF , Do you have email address in your excel or is it only phone number? HubSpot has 2 standard unique identifers for contacts - emai...Leia mais
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 Leia mais
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 c...Leia mais
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 @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 even...Leia mais
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?
Hi @BilalAhmad ,
Not out of the box, no. This would require custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-cod...Leia mais
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 Leia mais
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
Hi @DVahaly ,
HubSpot calls this partitioning, you can find instructions here: https://knowledge.hubspot.com/account/limit-access-to-your-hub...Leia mais
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.
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Awesome! Thanks for the tutorial @jleow and for thinking of me @kvlschaefer ! I'll be digging into understanding this today for sure, and sharing ...Leia mais
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 Leia mais
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 Leia mais
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 f...Leia mais
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 Leia mais
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!
Hey @AaronBoatin ,
I too just deleted some unused companies from my CRM a couple of hours ago. To do this, navigate to contacts -> lists -&...Leia mais