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VinceRapp on November 26, 2024
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead Beitrag ansehen
Akzeptierte Lösung
Stratege/Strategin | Platinum Partner
November 27, 2024 06:01
Hi @VinceRapp , What a great (and really unique) use-case for Notes, I love reading about these! Mirroring what Pam has said, a workflow...Beitrag ansehen
Gelöst
RalphM87 on November 13, 2024
Is there a way to find forms using formid? I'm using some forms on some landing pages in CMS (non-Hubspot) and so they don't appear under the "Appears On" column in Hubspot. I see the formid for these forms but I have many forms in Hubspot. Would I Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
November 13, 2024 15:50
Hi @RalphM87 , Simply paste the ID in the forms search under Menu > Marketing > Forms: Alternatively, all form URLs foll...Beitrag ansehen
AnthonyJohnson on November 12, 2024
Hi, I'm a Customer Success Manager here at HubSpot 👋 I’ve seen firsthand how HubSpot's tools can help businesses generate high-quality leads and turn website visitors into customers. Whether you're a small business or a large enterprise, Beitrag ansehen
Gelöst
SClara on Oktober 22, 2024
Hi everyone, I know it’s an age-old question in the world of lead management, but I’d love to hear how you handle lifecycle stages between companies and contacts . In our case, we manage deals with an account-based approach (focused on compa Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 22, 2024 10:36
Hi @SClara , When I set up HubSpot portals and lifecycle stage automation, in almost all cases, this is what makes sense: Lifecycle stage ...Beitrag ansehen
Gelöst
PQSports on Oktober 15, 2024
We are a sporting event management firm and we are using HubSpot to capture and coer our clients that partiicpate in our tournaments and camps. Any recommendations on how to gain and capture clients information?
1 Likes
1 Antwort
Akzeptierte Lösung
Trendsetter/-in | Platinum Partner
Oktober 15, 2024 11:29
Hi @PQSports There are many possible ways to do that: 1. If there are a large number of participants you should capture the details of each pa...Beitrag ansehen
Gelöst
DJohnson4 on März 28, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
März 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Beitrag ansehen
Gelöst
LHammons on Dezember 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 Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 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...Beitrag ansehen
Gelöst
APierre8 on Dezember 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 Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 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 ...Beitrag ansehen
Gelöst
EMcGrath on Dezember 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 Beitrag ansehen
1 Likes
4 Antworten
Akzeptierte Lösung
Autorität | Diamond Partner
Dezember 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...Beitrag ansehen
pjungaker on Mai 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 Beitrag ansehen
Mitglied
Mai 25, 2023 17:47
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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 Beitrag ansehen
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 Beitrag ansehen
Berühmtheit
November 21, 2022 20:27
Thank you @DJayagoda , this is a really wonderful resource!
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