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Mani26 on October 06, 2024
Bonjour, J'ai plusieurs tâches consistant a des relances de leads dans mon CRM HubSpot. Plutôt que de relancer manuellement chaque client, puis d'eincrementer un nouvelle tache de suivi pour savoir s'il a bien repondu ou pris un RDV : 1/ S read more
0 upvote
0 Reply
md2727 on October 04, 2024
Hey everyone, Hope you're all doing well. Quick question: Once a custom event is created (a tracking for download button clicks in my case), how do I add this as a HubSpot Score? For example if the button is clicked, this is 10 HS Score. I've cr read more
0 upvote
1 Reply
Contributor | Diamond Partner
October 04, 2024 12:57
Hi @md2727 ! I would try creating this button as a CTA ! That way, you could pull in values on the CTA for lead scoring. G...read more
Solved
kdowds on October 04, 2024
I have a set of contacts with very minimal like properties that I can use to group them together, one option is that all contacts have been enrolled in X workflow. Is there a way to use workflow enrollment as a filter to build a report? I see opti read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 04, 2024 11:25
Hi @kdowds , The workaround here is building an active contact list - when you add a list filter, you should see a filter group for workflow e...read more
Solved
GBrennan on October 03, 2024
When I click companies and enter the grid views there's a quick filter for things like "Company Owner". Is there a way I can filter other filter types? I want to customize the quick filters. For example can i set up a quick filter for something like read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 03, 2024 23:55
Hi @GBrennan , Yes, there is a beta for this 🙂 https://knowledge.hubspot.com/records/customize-quick-filters You can find betas by ...read more
msoren42 on October 03, 2024
My company is a private aviation company. We sell co-ownerhsip shares into private jets. This allows the customer a certain number of flights per year. We want to add into hubspot some information that will tell us what shares they own and what plan read more
0 upvote
2 Replies
Member
October 05, 2024 06:38
@msoren42 - Karsten's on the right track! A Custom Object for "Shares" seems perfect. With 16 shares per plane, custom properties might get messy. ...read more
Playtomic on October 03, 2024
Hello Community, I hope you can help me out on this. Based on the very specific nature of our business, we have leads who fill the form to be contacted but still don't have a proper name for their company as their venues will be finished in mo read more
0 upvote
1 Reply
Hall of Famer | Partner
October 03, 2024 07:46
Hi @Playtomic , Regarding the duplicates tool, you'll simply have to turn off duplicates notifications: https://knowledge.hubspot.com/user-ma...read more
CDoran on October 02, 2024
Has anyone had any experience in setting up Hubspot pipelines for B2B SaaS. We have craeted our own model but are confident that there is probably a better way. Does Hubspot have a paid consultancy service aroud this or does anyone have any sugges read more
1 upvote
3 Replies
Top Contributor | Elite Partner
October 03, 2024 12:59
Hi @CDoran , That is weird - you should have to log into your account and provide the portal you are using. Then you will get access to the ...read more
ArnaudA on October 02, 2024
Hi dear community ! For a client (pro plan), we're currently creating transactions and associating line items with API. Client customer service is using line items to follow what have been purchased, shipped, invoiced... There are an imp read more
0 upvote
1 Reply
Community Manager
October 03, 2024 11:25
Hi @ArnaudAubert ! Welcome to the Community-- happy to have you here 😊 According to this similar thread , currently, you can only associat...read more
NKieran6 on October 02, 2024
Hi all, I'd like to see how other people have solved the scenario below: How do you 'tag' a Contact that has attended a call / meeting that was booked with a Lead (lead object)? We want that Contact to also receive relevant messaging in emai read more
0 upvote
1 Reply
Community Manager
October 02, 2024 17:40
Hey @NKieran6 ! Thanks for your post. I would agree that custom properties and associations would work well. I can understand the URL field...read more
Solved
MHerrick on October 02, 2024
We have a lot of contacts that come through that are tests, or incorrectly spelt. We also have a lot of companies created automatically because of the setting that creates companies from the emails domain. I want to keep this function on as I do n read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 02, 2024 01:58
Hi @MHerrick , Typically this would be considered as part of a deletion concept, and unfortunately there isn't a clear-cut answer on what exac...read more
Solved
NDuri on October 01, 2024
Hallo in die Runde! Wenn ich im Kontakt einen Filter einstelle und nur nach einem bestimmten Team filtere, möchte ich diesen Filter für die weitere Bearbeitung im Kontakt fixieren. Wie kann ich das machen? Beste Grüße & Danke
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
October 01, 2024 07:46
Hallo @NDuri , könntest du bitte einen Screenshot teilen, auf welchen Filter genau du dich beziehst? Meinst du die Kontaktindexseite, au...read more
Solved
EM1234 on September 30, 2024
Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when read more
0 upvote
4 Replies
Accepted solution
HubSpot Employee
September 30, 2024 23:29
Hello, @EM1234 😀 - Having subscriptions to HubSpot's Marketing, Sales & Service Hubs already puts you in a good spot here! Below are s...read more
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