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COGorman0 en Enero 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? Leer más
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1 Respuestas
Miembro
Enero 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 en Enero 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 Leer más
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2 Respuestas
Miembro
Enero 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
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SKeohan en Enero 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 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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 ...Leer más
KWyatt6 en Enero 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 Leer más
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1 Respuestas
Administrador de la comunidad
Enero 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...Leer más
msoren42 en Enero 14, 2025
Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.
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1 Respuestas
Miembro del salón de la fama | Partner
Enero 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...Leer más
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GRichey en Enero 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
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alext87 en Enero 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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 ...Leer más
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NDooly en Enero 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 Leer más
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1 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Diamond
Enero 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...Leer más
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lishba en Enero 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 Leer más
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2 Respuestas
Solución Aceptada
Asesor destacado | Partner
Enero 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...Leer más
AAkwaji en Enero 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.
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1 Respuestas
Asesor destacado | Partner
Enero 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...Leer más
OBetzalel en Enero 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 / Leer más
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4 Respuestas
Colaborador líder
Enero 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...Leer más
Kelly_Halls en Enero 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, Leer más
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2 Respuestas
Miembro
Enero 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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