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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
TKey on April 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to read more
0 upvote
0 Reply
OBetzalel on April 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f read more
0 upvote
0 Reply
SZia9 on April 17, 2024
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th read more
0 upvote
1 Reply
Hall of Famer | Partner
April 17, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: https://community.hubspot.com/t5/Email-Marketing-Tool...read more
MChanning on April 17, 2024
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give read more
0 upvote
2 Replies
Participant
April 17, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard on April 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a read more
0 upvote
2 Replies
Member
April 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...read more
GIDM on April 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send read more
0 upvote
1 Reply
Hall of Famer | Partner
April 15, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...read more
Solved
m13drk on April 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...read more
Solved
LWest0 on April 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...read more
Solved
R_A10 on April 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...read more
underham on April 11, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed read more
0 upvote
1 Reply
Top Contributor | Partner
April 12, 2024 05:28
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...read more
Solved
JFawcett on April 11, 2024
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2024 11:49
Hi @JFawcett , I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...read more
ELAI24 on April 10, 2024
Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M read more
0 upvote
1 Reply
Hall of Famer | Partner
April 10, 2024 23:59
Hi @ELAI24 , No, that's not possible. Sequence emails will always be sent via a connected inbox and not a connected email sending domain. ...read more
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