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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 to...read more
Solved
LHammons on December 22, 2023
We recently changed to hubspot and there a process we used before that I would like to try and replicate if possible. I have created a workflow that will assign a task for a call from our sales rep, but in the task box, or the log a call box, i read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 22, 2023 14:46
Hi @LHammons , If having to dig is the issue, then I'd recommend adjusting the left sidebar: https://knowledge.hubspot.com/crm-setup/customiz...read more
Solved
APierre8 on December 15, 2023
Hello! We are looking to create a custom property that is akin to the "Number of times contacted" native HS property but we want it to be able to include custom properties of ours in the count such as conference attendance. We also want to be ab read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 15, 2023 11:03
Hi @APierre8 , Some of what you're trying to do is possible, yes. You can set up custom number properties and use workflows to update them or ...read more
Solved
EMcGrath on December 13, 2023
We are planning to do some of our own direct mailing in house for prospects, as we've tested a few tools that aren't quite what we are looking for. Have other folks implemented best practices for tracking when they are shipping items to prospects/ c read more
1 upvote
4 Replies
Accepted Solution
Key Advisor | Diamond Partner
December 13, 2023 11:08
@EMcGrath In that case, you can create contact properties example "Parcel shipped" and set the field type as yes or no which will help you i...read more
pjungaker on May 15, 2023
ON-DEMAND How to Streamline Sales , Marketing & Service with the HubSpot & Microsoft Teams Integration   👉🏼 REGISTER HERE TO WATCH RECORDING 👈🏼 You’ll walk away with: ✅ Boost prod read more
4 upvotes
2 Replies
Member
May 25, 2023 17:47
NICE JOBS FULL
DJayagoda on November 07, 2022
CRM You Don’t Need A PHD To Use: HubSpot for Education Scrap the spreadsheets Your ticket to joyful journeys You’re doing all you can to get more enrolments, better insight and a bigger bang for your ma read more
DJayagoda on November 03, 2022
Your guide to CRM-powered evangelism: Stop Selling and Start Evangelising Cut through the noise Convert crowds to congregations. Your tech business does something special. Something that could change t read more
Most Valuable Member | Diamond Partner
November 21, 2022 20:27
Thank you @DJayagoda , this is a really wonderful resource!
Solved
EGöransson4 on October 24, 2022
Hello, I will start moving and rebuilding workflows from one HubSpot account to another. Do you have any recommendations on what to start with? I guess I need to rebuild, properties, emails, and everything that is included in the workflows as read more
1 upvote
5 Replies
Accepted Solution
Recognized Expert | Partner
October 25, 2022 17:41
@kvlschaefer thanks for the mention, and very good question, @EGöransson4 ! Tons of great insights from @chrisworqflow , @danmoyle , and ...read more
Solved
RichardM50 on September 01, 2022
Prior to using HubSpot we used to use ACT! where we were able to schedule a series of activities to nurture a cold lead. Typically this would consist of a series of activiest starting at Day 0 - the achor date. The activity series would typically read more
0 upvote
7 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
September 02, 2022 10:27
Hi @RichardM50 yes, there is no delay on the first task, it starts on enrollment, all subsequent tasks can be delayed. I'm glad you were able to ge...read more
Solved
Edyta7510 on March 14, 2022
Hi, How do you guys document further qualification of SQLs ? In our case SQLs are contacts that come from our website "contact us" form, with an explicit commercial request/asking to be contacted by sales. Our sales team is looking at BANT read more
Accepted Solution
Hall of Famer | Partner
March 14, 2022 11:11
Hi @Edyta7510 , It looks like you might be on a Sales Hub Enterprise subscription which gives you access to playbooks: https://knowledge.hubs...read more
Crystal_Hopper on March 03, 2022
Here's my use case: Sales makes a brand new sale of our core product Sales knows that the new customer qualifies for some add-on products but isn't ready to purchase right now Sales wants to keep track of (by product) these customers who ar read more
1 upvote
2 Replies
Key Advisor | Elite Partner
March 07, 2022 05:46
Thanks again @TiphaineCuisset for getting me in on this Hey @Crystal_Hopper , I immediately got some thoughts on this that I like to ...read more
AJohnson8 on December 03, 2021
Lisbon HUG | How to use AI and Automation with HubSpot to grow your Business Thursday, December 16th | 3:00 PM (WET), 10:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Lisbon read more
AJohnson8 on November 16, 2021
Keyword Research Tuesday, November 30th | 2:00 PM (GMT), 9:00 AM (EST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the SEO (EMEA) HUG led by HubSpot partner Whitehat is excited to hos read more
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