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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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
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
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
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
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
@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
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
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
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
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
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
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
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
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
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
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
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