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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
Adriane on February 27, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more
Top Contributor | Elite Partner
February 27, 2024 22:31
Great workaround! I might also suggest Clone Attack by hapily...
Solved
SBanthia on February 16, 2024
I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am read more
2 upvotes
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
February 16, 2024 10:33
Hey @SBanthia HubSpot's default lifecycle stages might not fully capture the nuance of a customer showing interest in a new service. ...read more
Solved
TSajaia on February 13, 2024
Hello, I created 50 association labels Contact-to-Contact, now I want to use the same labels for the Deal-to-Contact association, but the program is not giving an opportunity, telling me that I should Enter a unique internal name value. Please, read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
February 13, 2024 08:51
@TSajaia I don't disagree but for now, it unfortunately is what it is. You can request a change under HubSpot Ideas: https://community.hubspot.com...read more
Solved
DKreynen on February 05, 2024
Hi Within our line of business (Digital Healthcare) we are in contact with a bunch of different stakeholders (different jobfunctions) within each organization we work with. The prospecting tool automatically pulls in leads based on the lifecycle s read more
0 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
February 05, 2024 13:29
@DKreynen My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! As of right now, the prosec...read more
Solved
WRowland9 on January 13, 2024
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more
Accepted Solution
Most Valuable Member | Diamond Partner
January 16, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more
Solved
RShriver on December 18, 2023
Is there a way to automatically change the contact owner if a salesperson is slow to reach out to their lead? We want the sales team members who are the most reliable at contacting their leads to get the majority of the contacts. If possible we wo read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 19, 2023 00:33
Hi @RShriver , This would require a Marketing, Sales or Service Hub Professional subscription. With it, you could design a workflow like the o...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
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
Participant
December 07, 2023 13:07
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
218bertsch on November 29, 2023
Looking to use Hubspot for tracking sales opportunities for a small behavioral healthcare company. Once a lead is qualified, they are established in our Electronic Health Records system [which is fully HIPPA compliant]. Prior to entry into our EHR read more
0 upvote
2 Replies
Member
November 29, 2023 13:22
controlled access is something we can work with on account of Hubspot would only be housing admissions data which is only of interest to our admissio...read more
Rubi1 on November 14, 2023
Hello, We need to present to our SALES REPs a view of their customers (=contacts), with the deals amounts PER MONTH. In order for them to work directly from a Contact View. We have Hubspot Service + Sales PRO, How can we calculate REVENUE (from read more
Contributor
November 16, 2023 04:16
Thanks @PamCotton I wish we will find a solution inside Hubspot. In the meantime, I found a workaround - via Googlesheet. By automatic tool: I ...read more
AMammarella on November 10, 2023
Hello 🙋🏼‍ ♂️ If you have ever struggled with manually adding line items to deals, say hello to the Add Line Item to Deal app we have released! Key Features: - Dynamically include a line item in an already existing deal; read more
2 upvotes
3 Replies
Member
January 18, 2024 11:24
This is great and all, but why isn't it a standard feature? Why can't Hubspot just develop this capability within their workflow system. Line items a...read more
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