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Solucionado
VinceRapp on Novembro 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 Leia mais
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Novembro 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...Leia mais
Solucionado
RalphM87 on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 13, 2024 15:50
Hi @RalphM87 , Simply paste the ID in the forms search under Menu > Marketing > Forms: Alternatively, all form URLs foll...Leia mais
AnthonyJohnson on Novembro 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, Leia mais
4 avaliações positivas
0 Respostas
Solucionado
SClara on Outubro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Outubro 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 ...Leia mais
Solucionado
PQSports on Outubro 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 avaliações positivas
1 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Platinum
Outubro 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...Leia mais
Solucionado
DJohnson4 on Março 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 Leia mais
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais
Solucionado
LHammons on Dezembro 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 Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 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...Leia mais
Solucionado
APierre8 on Dezembro 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 Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 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 ...Leia mais
Solucionado
EMcGrath on Dezembro 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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Diamante
Dezembro 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...Leia mais
pjungaker on Maio 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 Leia mais
4 avaliações positivas
2 Respostas
Membro
Maio 25, 2023 17:47
NICE JOBS FULL
DJayagoda on Novembro 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 Leia mais
DJayagoda on Novembro 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 Leia mais
Membro do Hall da Fama
Novembro 21, 2022 20:27
Thank you @DJayagoda , this is a really wonderful resource!
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