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COGorman0 on Janeiro 15, 2025
Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? Leia mais
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1 Respostas
Membro
Janeiro 15, 2025 13:15
Let me know if they need a VoIP integration for calling/sms automations. If so email . We're a hosted VoIP intergration partner with Hubspot.
BFlory on Janeiro 15, 2025
Hello Community, I have an urgent problem that I created a form. It should create a company and a connected customer. This works fine, until the moment, where someone (with specific information) hands in another form. Then, sometimes, it overwri Leia mais
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2 Respostas
Membro
Janeiro 15, 2025 06:58
Hello Karsten, thank you for your reply. Do you think it works, when also the company name gets updated? Best regards Ben
Solucionado
SKeohan on Janeiro 15, 2025
Hello, I am wanting to target companies in our HubSpot that have attachments as that means they have more than likely progressed in conversations, is there a way to filter this?
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1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 15, 2025 05:46
Hi @SKeohan , Yes, you can filter this in a company-based list: https://knowledge.hubspot.com/lists/create-active-or-static-lists ...Leia mais
KWyatt6 on Janeiro 14, 2025
What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu Leia mais
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1 Respostas
Gerente da Comunidade
Janeiro 14, 2025 17:26
Hey @KWyatt6 , happy Tuesday! I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...Leia mais
msoren42 on Janeiro 14, 2025
Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.
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1 Respostas
Membro do Hall da Fama | Parceiro
Janeiro 14, 2025 15:08
Hi @msoren42 , Which page exactly are you referring? Your post sounds like it includes a screenshot but I'm not seeing any. Best regards...Leia mais
Solucionado
GRichey on Janeiro 14, 2025
Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 14, 2025 14:19
Hi @GRichey , Without having more context, options 1 and 2 seem sensible to me – but if possible I would try to gather the information require...Leia mais
Solucionado
alext87 on Janeiro 14, 2025
We sometimes get leads that we can't take care of directly, so we refer the business out to a partner who in turn comes back to buy the equipment from us. Lead came in for salesperson A, gets referred to partner B who is taken care of by salespe Leia mais
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1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 14, 2025 11:55
Hi @alext87 , If partner B purchases from you, it could be as simple as that, couldn't it? Create a deal for partner B when they purchase the ...Leia mais
Solucionado
NDooly on Janeiro 14, 2025
Hi, I've started to send emails via HUBS to track the interactions on the sent email (ie open 4 times etc). However I've noticed (after checking the sent folder on my email) that the format of the emails sent from HUBS look poor (different font etc Leia mais
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1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Diamante
Janeiro 14, 2025 11:51
To ensure the font and format of your emails remain consistent when sending them through HubSpot, follow these steps: 1. Avoid Copy-Pasting Di...Leia mais
Solucionado
lishba on Janeiro 14, 2025
Hi everyone, I'm using Hubspot free version at the moment, but we're planning to shift to a paid version in the near future. I've created products in HubSpot and my Meta ad form currently captures team size and workspace type which I've integrat Leia mais
1 avaliações positivas
2 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro
Janeiro 14, 2025 09:40
Hey @lishba Yes, you can set this type of workflow with If, then branches, and when you collect data through form submissions, we can set the...Leia mais
AAkwaji on Janeiro 14, 2025
Thank you for having me here. I'm here to learn and connect with others to grow in the field of Email Marketing.
1 avaliações positivas
1 Respostas
Conselheiro(a) de destaque | Parceiro
Janeiro 14, 2025 08:20
Hey @AAkwaji Welcome to the HubSpot community it's a great place to learn and grow you can get started with the HubSpot academy course to grow...Leia mais
OBetzalel on Janeiro 14, 2025
Hi, We want to have a calculated field for discounted unit price. In the quotes we have the total price after discount but we want to display what was the price after discount for a unit. Is it possible to create a formula field on the line item / Leia mais
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4 Respostas
Top colaborador(a)
Janeiro 14, 2025 08:46
@Jigar_Thakker There is a post that saying it is not possible to create a formula field for line item - https://community.hubspot.com/t5/HubSpot-I...Leia mais
Kelly_Halls on Janeiro 14, 2025
Hi everyone, I hope it’s okay to ask for a bit of help here! I’m working on setting up my startup and having some trouble with tracking visitors on my Squarespace website. I’m using a code I created with GPT to track visitors and form submissions, Leia mais
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2 Respostas
Membro
Janeiro 14, 2025 11:32
Thats annoying though but good to know, it was one of the issues I suspected so at least I feel smart lol, thank you 🙂
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