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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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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...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 28, 2024 07:57
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Décembre 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 ...Lire la suite
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 Lire la suite
@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...Lire la suite
ON-DEMAND How to Streamline Sales , Marketing & Service with the HubSpot & Microsoft Teams Integration
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You’ll walk away with: ✅ Boost prod Lire la suite
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 Lire la suite
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 Lire la suite
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 Lire la suite
@kvlschaefer thanks for the mention, and very good question, @EGöransson4 !
Tons of great insights from @christopher-RVO , @danmoyle , and...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
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 Lire la suite
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)
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As a part of the HubSpot User Group(s) (HUGs) program, the Lisbon Lire la suite
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