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SMohan3 on November 30, 2022
Hi HubSpot Community, How do you deal with duplicate companies being created in HubSpot? I know HubSpot de-duplicates companies based on their domain names but we have come accross several instances where the domain name is different but read more
0 upvote
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ryanjoconnor on November 30, 2022
I've upgraded to Ops Hub and want to understand the best way to clean up / format domains when they're submitted via form. For context, we have several custom objects created via forms, and the domain seems to be the best feild to associate them read more
0 upvote
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JDijksman on November 30, 2022
Hi I am trying to create a chatbot for our website through Hubspot and I am a little stuck. I have two main issues at present. 1. Please could you someone explain how I can create an action that prompts a visitor to enter an order number, in read more
0 upvote
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AndyAerts on November 30, 2022
Screenshot added. Why is the TOTAL not correct? I'm no maths-expert, but... When you pay a 1 one-time € 180 and 12 months of € 720 total should be € 8.820 Customers are totally confused by this way of quoting. How do we set these things corr read more
0 upvote
3 Replies
Recognized Expert | Elite Partner
November 30, 2022 06:56
That's a great point @RCoutu - I didn't think to look for the Idea. Good call!
Solved
NGutgsell on November 28, 2022
Hi HubSpot community:) I am looking for a solution to this kind of problem: "One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Ei read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
November 28, 2022 08:48
Hi @NGutgsell Are you logging notes within the HubSpot CRM? You have the option to decided with which associated records an activity shoul...read more
Solved
GShelia12 on November 28, 2022
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 28, 2022 15:46
@PamCotton Thanks for the tag. @GShelia12 I know that this is possible through PandaDoc, lots of my clients use that and the workflow runs fl...read more
Solved
Benvenisti on November 28, 2022
Hello, We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal? Thanks
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 03:03
Hi @Benvenisti , It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-...read more
zliu2022 on November 27, 2022
0 upvote
2 Replies
Hall of Famer | Partner
November 27, 2022 21:05
Hi @zliu2022 , Could you provide more context about the issue you're experiencing? The more details, the better community members will be able...read more
phtheref on November 26, 2022
Hi! I have need to create form for handling customer orders etc. Cannot use any payments options because they are not valid here in Finland. But need to get solution where: Customer choose correct line items and give amount information with form. read more
0 upvote
2 Replies
Participant
November 27, 2022 23:38
Hmm... This is kinda frustrating if we are thinking about clean & smooth inbound sales process. Is there any 3rd party addon which could help thi...read more
Solved
MariaKristians1 on November 24, 2022
Hi. Is it possible to set up a workflow that will trigger a notification internally if two properties does not have the same value? So if X is not equal to Y - send en internal email?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 24, 2022 23:28
Hi @MariaKristians1 , Not out of the box, no. You would either have to set up specific branches (if property 1 has value A but property 2 does...read more
EConway on November 24, 2022
📊 2023 Sales Trends Report + UK Spotlight 📊 Planning your sales strategy for 2023? Download now the report now. Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more
SComeau on November 23, 2022
Can anyone reccomend a HubSpot Partner that can set up GDPR compliance for our instance? There are a lot of moving parts and I would feel more comfortable if we had an expert implement and review this for us.
0 upvote
1 Reply
Top Contributor | Diamond Partner
November 23, 2022 15:00
Hi @SComeau Happy to talk more about setting this up for you. Please use this meeting link and grab any time that works for you. Ch...read more
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