Tips, Tricks & Best Practices

Filtrer par
  • Tous les libellés
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Trier par 
Plus récents
  • Plus récents
  • Plus de mentions Jaime
Statut
Tout
  • Tout
  • Résolues
  • Non résolue(s)
  • Sans réponses
bjochym le Juin 24, 2024
Hi, we use automation to create deals in Hubspot, but when I insert one mail two times to form where autmation get data to mail and Hubspot it doesn't work. Any idea how to res
0 Mention J'aime
2 Réponses
Membre
Juin 24, 2024 15:59
We have already re-enrollment
04509 le Juin 24, 2024
Hello, I was wondering if it's possible to see a "Deal Card" that would show all the related deals to that specific company. Example: I look at a Deal from Company X. In that Deal Card, I'd like to see all other deals associated with Compan Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juin 24, 2024 17:03
Hey @04509 , thank you for posting in our Community! To see all deals associated with a specific company in HubSpot, go to the company's pro...Lire la suite
Fabian93 le Juin 24, 2024
Hi there, We are using the really new feature in HubSpot for scoring leads. For this we opted in the BETA and setted up a first "activity score". Our problem is now, that the newly created score property is a "number" property. My goal is now t Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juin 24, 2024 16:54
Hey @Fabian93 , thank you for posting in our Community! To sync values between a number property (activity score) and a score property (defa...Lire la suite
Fabian93 le Juin 24, 2024
Hi HubSpot Community, We are currently using a HubSpot Mashup as a HTML-frame in our SAP CRM-System. Is there a way to modify the mashup, so we can display different properties or information? Maybe also some "tricky" solutions with coding? Tha Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juin 24, 2024 16:49
Hey @Fabian93 , thank you for posting in our Community! To modify your HubSpot Mashup to display different properties or information in your...Lire la suite
alexagatiss le Juin 20, 2024
Can I import a list of contacts and also bring in some information to their associated company as well, all on the same line in Excel and on the same Excel sheet? Any tips or things to look out for with this?
0 Mention J'aime
3 Réponses
Membre
Juin 23, 2024 06:38
Hey everyone, Importing a list of contacts along with their associated company information into Excel can streamline data management, but it's cruci...Lire la suite
MLeBourgeois le Juin 20, 2024
Hi everyone, We started using Hubspot as our CRM and we can manage our leads and contacts on a day-to-day basis quite well. However, we are wondering about a use case we encounter because we sometimes run some kind of sales campaign with variou Lire la suite
0 Mention J'aime
2 Réponses
Participant
Juin 20, 2024 12:38
@trevordjones thanks for your answer. What I am not sure about with this solution is: How can I see from the reports which contacts are at which st...Lire la suite
HMize le Juin 20, 2024
I want to create a chat flow where when a customer is trying to get in contact with one of the salespeople from the list I have given them, an email alerting that salesperson is sent out stating that someone is trying to reach out to them. I do not Lire la suite
0 Mention J'aime
1 Réponse
Expert reconnu | Partenaire solutions Diamond
Juin 20, 2024 11:21
Hi @HMize , Yes, you can create this chatflow as a Chatbot, rather than a live chat, and design it to alert your salespeople via the desired ...Lire la suite
Résolues
HMulckhuijse le Juin 19, 2024
Hi, I've ran into an issue where I cannot import line item property 'TERM'. When I enter a value like 36 or 1 the import runs into an error. I've also tried adding the billing frequency property "Monthly" alongside the TERM property, but it Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Membre
Juin 20, 2024 02:47
Hi, I've found the solution, I needed to add P'#months'M as input. So for 36 months that would look like this: P36M. Thank you!
ABhandari7 le Juin 19, 2024
Hey, When using HubSpot's import APIs (crm/v3/imports) to create a new engagement like calls, meetings, we notice that if there are multiple contacts, it results in duplicate records in HubSpot. Is there any way where we can solve it ? not t Lire la suite
1 Mention J'aime
3 Réponses
Contributeur de premier rang | Partenaire solutions Elite
Juin 24, 2024 19:45
Hey @ABhandari7 ! We're HubSpot migration experts with our own migration platform. We'd be happy to help with this. Either check out our product at...Lire la suite
HTPE5 le Juin 18, 2024
Hello all, I will keep this short. I am importing a contact list from excel with categories like "name" "email" "areas of interest" and im having trouble with what Hubspot calls ENUMERATION. The areas of interest section has many people with similar Lire la suite
0 Mention J'aime
1 Réponse
Contributeur de premier rang
Juin 18, 2024 14:40
Hi @HTPE5 , Check out this section of the knowledge base article for how to handle enumeration properties. Multiple values need to be...Lire la suite
SYu5 le Juin 18, 2024
Hi Hubspot - this has been a painful issue for our team. How can we filter the properties (as multi-selection) right on the view to get to see a subset of the view? We don't want to create another view based on the filters. Thanks!
0 Mention J'aime
2 Réponses
Membre irremplaçable | Partenaire solutions Elite
Juin 18, 2024 13:48
@SYu5 you can use any saved view to create an additional view with additional or different filters and not have to save that view, but if you don't...Lire la suite
Résolues
OBetzalel le Juin 18, 2024
Hi all, We have a custom object that is related to a deal (Custom = Child, Deal = Parent). We would like to create a workflow to send email to certain contacts that we will set, we can do this with association labels for example to choose the cont Lire la suite
0 Mention J'aime
4 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 18, 2024 12:36
Hi @OBetzalel , When you set up a custom object based workflow (when creating a workflow, scroll down the left sidebar to find this option at ...Lire la suite
annuler
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.