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.
Beitrag ansehen
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...Beitrag ansehen
Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t Beitrag ansehen
@JMOT wrote:
So those variables would automatically populate if I send the client an email from within Hubspot?
Correct 🙂 They work like...Beitrag ansehen
We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been Beitrag ansehen
@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone.
This can show as incorrect when employ...Beitrag ansehen
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to Beitrag ansehen
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...Beitrag ansehen
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta Beitrag ansehen
Hi @R_A10 ,
Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean?
If so, they are s...Beitrag ansehen
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as Beitrag ansehen
Hi @JFawcett ,
I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...Beitrag ansehen
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Beitrag ansehen
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...Beitrag ansehen
Hey All, My curiosity clicked the try the "beta mode" in our Hubspot, and I currently prefer the old look - just searching advise on how to revert back to the older version of Hubspot? Thanks in advance.
Hey @SThatcroos
to switch back into the old navigation menu
go to your profile pic, open the menu and click "Switch to the original navigation...Beitrag ansehen
Hey everyone!
Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through Beitrag ansehen
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 Beitrag ansehen
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Beitrag ansehen
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w Beitrag ansehen
Hi @JMayhew6 ,
I personally lean towards option B) because it helps us avoid:
Overwriting the Sales owner and potentially losing clarity in ...Beitrag ansehen
Email Attachment Logging features logs all attachments from logged emails including logo's, images, etc. Is there a way to filter the attachment based on the inbound/outboound from HubSpot, File Type, File Size and Date? The number of attach Beitrag ansehen
Hi @TuckKhai ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...Beitrag ansehen
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc Beitrag ansehen
Hi @PAmend1987 ,
To be clear, I would not propose updating a deal. Rather, the upgrade is a second deal with a value of $2000. The old deal...Beitrag ansehen