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 read more
Hey @KWyatt6 , happy Tuesday!
I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...read more
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 read more
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...read more
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 read more
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 ...read more
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 read more
To ensure the font and format of your emails remain consistent when sending them through HubSpot, follow these steps:
1. Avoid Copy-Pasting Di...read more
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 read more
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...read more
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...read more
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 / read more
@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...read more
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, read more
Is there a way to export all notes written or files attached to each deal in your pipeline? Not on a deal by deal basis but one large export for notes and one export for all file attachments?
Hi @venturew , I hope that you are well! Thanks for asking the HubSpot Community! Great article to share, thanks so much for your help @Blumen...read more
Hi HubSpot Community! 👋
I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead.
That's why we surveyed 200 financial services professionals in th read more