Hi dear Community,
This post is related to the following feature request in our Ideas forum:
We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread:
"Seems like the "Add Pipeli read more
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...read more
Within our organization, we're looking to run campaigns aimed at reactivating cold SQLs (Sales Qualified Leads) and Opportunities (Opps). We're wondering about the most effective approach using Lifecycle stages (or maybe lead status). Our plan is read more
Hello - We are a small art boutique where people visit us several times to make a variety of projects. They register via their email address (which I realize is the primary key). We want to track each visit (date and workshop name - each is uni read more
Hi @AP-ARWCV ,
If you want to see the individual visits on a contact record, you could indeed use activities. These are explained in detail he...read more
I was wondering if its possible to filter smart rules where only people NOT in a contact list membership could access it? If not, is there another way we could achieve this?
Hello @eddiewang not possible to filter Smart Rules in HS to only show content to people who are not in a contact list membership. only way to ac...read more
I'm looking for best practices when entering company names that start with abbreviations; like GE (General Electric), P&G (Procter and Gamble), 3M, BMW, and so on. Spaces or no spaces between characters? Company names like these were import read more
To be honest, I've never really considered this in all of my data cleanup, but I would think to write it as the companies do, ie: I've never seen Gen...read more
Hi there, Has anyone encountered an issue with de-duplicating Accounts in Salesforce because contacts are related to more than one account? We believe this issue stems from HubSpot allowing contacts to be associated with a primary company and ha read more
I'm looking for some best practices for measuring and forecasting different business types in HubSpot. My client is selling both software licences (ARR) and consulting hours.
Current set up does not take into account what type of business the read more
Ok, I'm gonna go ahead and answer this post myself to give any interested reader an update 😁 The solution we decided to go with was to create two...read more
We have forms on our website that visitors can fill out if they want to get directly in touch with our sales team. When the form is submitted, the contact is reassigned across our sales team and they are then responsible for reaching out to the cont read more
This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more
I was wondering if anyone would be able to provide me the best process for me to update my primary domain lp.abcd.co.uk to lp.abcd.com
Also my email sending domain from abcd.co.uk to abcd.com
What is the fastest way to find the earliest activity date rather than scroll, scroll, scroll to the bottom of the Contact or Company Activities column?
Hello @blarson_forrest ,
Thank you for your follow-up question. If you are looking to perform this task occasionally and for specific users or...read more
Good monring, I am looking to use Hubspot for my car storage facility and was wondering if anyone else has this set up, or for a car dealership? Id apperciate some tips please?
Good morning, Using HubSpot for your car storage facility or dealership is a smart move to streamline your operations and customer management. When y...read more