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? Beitrag ansehen
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 Beitrag ansehen
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?
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 Beitrag ansehen
Hey @KWyatt6 , happy Tuesday!
I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...Beitrag ansehen
Hi @msoren42 ,
Which page exactly are you referring? Your post sounds like it includes a screenshot but I'm not seeing any.
Best regards...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
To ensure the font and format of your emails remain consistent when sending them through HubSpot, follow these steps:
1. Avoid Copy-Pasting Di...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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...Beitrag ansehen
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 / Beitrag ansehen
@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...Beitrag ansehen
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, Beitrag ansehen