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MiaSrebrnjak on September 21, 2023
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
10 Replies
Accepted Solution
September 20, 2023 15:09
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): more
LOosterhoff on September 20, 2023
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
0 upvote
1 Reply
Contributor | Elite Partner
September 20, 2023 06:10
@LOosterhoff Great Question! here's a super quick Loom for full context and visual explainer 🚫 Moving life-cycle stages backwards more
AP-ARWCV on September 18, 2023
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
Hall of Famer | Partner
September 18, 2023 01:01
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 more
eddiewang on September 14, 2023
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?
0 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
September 14, 2023 03:25
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 more
SMays on September 13, 2023
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
0 upvote
1 Reply
Accepted Solution
Key Advisor
September 13, 2023 09:54
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 more
Caito124 on September 11, 2023
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
0 upvote
2 Replies
Top Contributor | Diamond Partner
September 15, 2023 13:51
Hey @Caito124 here's how we've solved this .
Petter on September 08, 2023
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
Accepted Solution
Contributor | Elite Partner
September 13, 2023 01:33
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 more
dhejl on September 08, 2023
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
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
September 08, 2023 09:02
Hi @dhejl , Several of our clients run into this issue from time to time. I have three pieces of advice to offer: 1.) Consider more
lbaez on August 10, 2023
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
InciteJoe on August 08, 2023
I was wondering if anyone would be able to provide me the best process for me to update my primary domain to Also my email sending domain from to
0 upvote
7 Replies
Accepted Solution
Key Advisor | Platinum Partner
August 08, 2023 05:58
Hey @InciteJoe , thank you for reaching out to the community. As far as I know, you need to do the following: Add your new more
blarson_forrest on August 01, 2023
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?
0 upvote
4 Replies
Accepted Solution
Community Manager
August 01, 2023 16:30
Hello @blarson_forrest , Thank you for your follow-up question. If you are looking to perform this task occasionally and for specific users more
LSullivan77 on July 31, 2023
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?
0 upvote
4 Replies
September 09, 2023 15:28
Good morning, Using HubSpot for your car storage facility or dealership is a smart move to streamline your operations and customer management. When more
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