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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
Member
March 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
Solved
ParkerO on March 27, 2024
Hey everyone! I'm looking to create an active list that pulls new contacts that are created from a specific form. I can't seem to figure it out. Eventually I'd love to have a list of new contacts that have come in for each of the different forms w read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 15:11
@ParkerO in that case you would filter for the contact property "First conversion" and insert the form name in the filter 🙂
KArbova on March 26, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
0 upvote
2 Replies
Hall of Famer | Partner
March 27, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...read more
NMackay on March 26, 2024
Hello, Is it a possibility to input a picture into a snippet yet? It would be really helpful to use it as an addition to a signature, as hubspot don't yet allow the option of 2 different signatures to be used. Thank you!
0 upvote
2 Replies
Contributor
March 27, 2024 02:03
Hi @NMackay , While snippets doesn't support the option to allow photos, if your intent is to use it to load different signatures. You could use...read more
val_spot_on on March 26, 2024
Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 26, 2024 11:42
Hi @val_spot_on , Deal line items have these values in them. When you create your products in Settings > Objects > Products, you speci...read more
jsmith88 on March 26, 2024
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
March 27, 2024 11:23
Hi @jsmith88 and thanks for the tag @PamCotton ! Pam is right to bring up workflows. They are one of the most powerful tools in your arse...read more
Solved
NT_ on March 26, 2024
Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 26, 2024 05:53
Hi @NT_ , Once a deal is closed lost, it should stay closed lost. This movement is permanent and you could consider it from another angle: Onc...read more
JAugustinova on March 26, 2024
Hello, has anyone experience this change. Line Items and their default 'unit' is showing as percentage instead of USD. Everytime we do addin of the line items, we need to change that back. Is there a way to change the default setup. read more
0 upvote
1 Reply
Community Manager
March 26, 2024 19:07
Hey @JAugustinova , thank you for posting in our Community! It seems there may be a configuration issue within HubSpot that's causing line i...read more
Bdubs on March 25, 2024
Hello, I'm importing lists that do not have email or phone numbers on them. Without either of the two, the existing contacts are not being updated and rather a new contact is created. My focus is more on the address as these are real estate read more
0 upvote
1 Reply
Hall of Famer | Partner
March 26, 2024 00:47
Hi @Bdubs , If you want to update contacts during an import and don't have an email address, you would have to work with the record ID: https...read more
davidj on March 25, 2024
I use Task Queues to help me organize the various types of tasks. I have now reached the maximum of 25. Is there a way to get more? Am I using Task Queues incorrectly? It seems like 25 would be too low. Is there a way to better organize the t read more
0 upvote
1 Reply
Hall of Famer | Partner
March 26, 2024 00:49
Hi @davidj , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com...read more
JMayhew6 on March 25, 2024
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 read more
0 upvote
1 Reply
Top Contributor
March 25, 2024 16:07
Hi @JMayhew6 , I personally lean towards option B) because it helps us avoid: Overwriting the Sales owner and potentially losing clarity in ...read more
NHalter on March 25, 2024
I just got Monday and love that it integrates with HS. My question though, is how do I make the list automatically add contacts the same way my current contacts directory is adding contacts for me? It seems there's no way to create a list with no cr read more
0 upvote
1 Reply
Community Manager
March 25, 2024 18:20
Hey @NHalter , thank you for posting in our Community! I would recommend beginning by exporting your contacts from HubSpot. HubSpot typi...read more
val_spot_on on March 25, 2024
Also I wanted to ask if we send emails though the sequence close to the limit, can it influence somehow the deliverability?
0 upvote
2 Replies
Key Advisor | Partner
March 25, 2024 14:10
Hey @val_spot_on it's a tricky question. Sequence emails come from your actual mailbox, not a HubSpot server. Deliverability is domain based and no...read more
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