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ASoler3 on March 13, 2023
Hola. Quiero crear un informe de actividad ( llamdas, notas, correos...etc) pero en el piplane quemanejo hay dos tipos de negocio, claro me salen todas las activiades de slo dos negocios, como puedo seleccionara para que salga uno solo. Los negocio read more
0 upvote
1 Reply
Hall of Famer | Partner
March 13, 2023 08:00
Hola @ASoler3 , Parece que tienes una suscripción Starter. La mayor parte de la personalización de informes requiere una suscripción more
LAvstreikh on March 03, 2023
Hi there, title is kind of self explanatory; we have contacts that enroll in workflows as they are just meeting sudden criterias (more than one contact from the same company for example) when an Outbound email campaign is done. Problem is those read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 03, 2023 01:30
Hi @LAvstreikh , You can find information on sources here: If you more
twollan on March 02, 2023
Hello - I'm trying to create an automated workflow where after a deal is set to "closed won", the deal owner will receive an email 5 days later asking to populate non-required information in a property field. Is there an easy way to do this? Id read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 02, 2023 06:20
Hi @twollan , Sure, such a workflow could look like this: You could continue the reminders by repeating the steps. To stop more
Ju3 on February 26, 2023
Hi there, I've just signed up to HubSpot and want to know the best way to use CRM for both B2B and B2C. I have a cleaning company and have a list of potential clients that I want to target for B2B, I plan to load them all into the CRM as 'prosp read more
1 upvote
4 Replies
Accepted Solution
Thought Leader | Elite Partner
February 27, 2023 07:28
Hi @Ju3 and welcome! First, a level-set conversation. In HubSpot, the people you're emailing (or calling, or meeting with) are Contacts. It' more
ATaselaridis on February 22, 2023
Hello, We will be participating in an event and when we scan each business card, we want to add also the country where the contact is based from. Can the scanner identify the last part of the email and match with the country? Or can we add it m read more
0 upvote
1 Reply
Community Manager
February 23, 2023 12:02
Hi @ATaselaridis , Thank you for reaching out to the Community! I wanted to share this help article regarding importing contacts from more
MClifton on February 15, 2023
Is there a way to do imports it an existing database using an alternative ID field? I would like to use our Customers numbers as the Unique Identifier field during importing updated information into the customer records.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2023 12:04
Hi @MClifton , Unfortunately not, no. While HubSpot has introduced unique property values (see below), this feature is not available for more
jrtbv on February 09, 2023
Hey everybody! I would like to create a workflow that automatically adds ARR from the deal created to the connected company example: I have company X, with 0 ARR I create a deal in the pipeline for company X worth 10000$. The workflow then adds t read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
February 09, 2023 21:45
Hi @jrtbv , I would recommend working with calculation properties here: more
NKramer on February 06, 2023
Essentially the questions above. I want to design my sequence where the second email is attached to my personalized, first email. Then my 3rd email be a new thread. Is this possible? The information that I am finding suggests that you can either hav read more
0 upvote
2 Replies
February 07, 2023 12:08
Thank you for your response. I followed your recommendations 🙂
LRimpiläinen on January 17, 2023
Hi everyone in Community, One question from my sales team. It would be beneficial to have few line items included every deal/ quote we create. These line items are included in every quote, but there is always a possibility of human error and that t read more
3 Replies
Accepted Solution
Thought Leader | Elite Partner
January 17, 2023 06:00
+1 for @karstenkoehler here, @LRimpiläinen . Not currently possible, but the ideas forum is a good place to show your support of the upgrade.
LRimpiläinen on January 13, 2023
Hello, I've created workflow to deal pipeline as it makes tasks when deal is moved from stage to another. I wanted these tasks to be reminders to sales reps that they for exmple remember to create a quote or ask a follow up on a send quote. I've p read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 13, 2023 00:47
Hi @LRimpiläinen , This is unfortunately not possible – it's not possible to close tasks via automation. Other users have requested more
JOcat on December 12, 2022
Hi all! New here and we're relatively new to hubspot. We used to use Gmail and Front when we chat with our clients and now hubspot. The issue my team and I are facing is that when we respond to clients on hubspot, we don't see the emails on Gmail so read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
December 12, 2022 11:19
@JOcat I would check a couple of things: Ensure that every user has their inbox integrated with HubSpot, have each user navigate to Settings> more
BSchandl on November 11, 2022
Hi HubSpot Community! I am getting desperate as nothing seem to remedy my problem with calendars so far. Can anyone give me a tip as what to use for the follwing problem?: We have a small service team, that we need to manage, assign won dea read more
0 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
November 11, 2022 10:10
Hi @BSchandl . It seems like maybe you'd be served by multiple tools, not just one. As an example, for time tracking we use ClickUp (which now has more
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