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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
Ysepulvedar1 on February 20, 2024
Hello, I've been trying to connect one of my 3 facebook pages with Hubspot, But it is not letting me do it. It has letting me connect the other 2 pages. But this third one that I really need it doesn't appear. Those 3 bussiness pages are linked to read more
0 upvote
0 Reply
CBoccaccini1 on February 20, 2024
Hi everyone! I'm new with Hubspot, and I'm trying to create an automation on Zapier for a client, a law firm. The client would like to send an automated email to his accountant, that will remind him to prepare a quote for clients of the law firm a read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
February 20, 2024 06:25
Hi @CBoccaccini1 , You should be able to retrieve any property from the deal record with a simple two-step Zap, but retrieving data from the ...read more
Solved
DrAJ71 on February 19, 2024
Hi all, I'd be grateful for some advice please? If you look at the image associated with this post, what is the panel on the right (pointed to by the red arrow) called, and is it editable? (and if so, how/where?) I've received a request to read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 15:05
Hi @DrAJ71 , As far as I know, the order of the elements in the sidebar cannot be changed. There aren't any settings specifically for this. ...read more
MikelMangold on February 19, 2024
Hi Everyone, I am part of a Cybersecurity Seed Stage startup; and we're fundraising. my colleague started to just create a filer and put the category "Investor" and "interest level"; I thought that was great but somehow I prefer the deal pipel read more
0 upvote
4 Replies
Participant
February 20, 2024 07:50
Hi Jonas, truly appreciate your help here. Waiting a bit for other answers but otherwise; I'll proceed as you suggested. 👍
Solved
OBetzalel on February 19, 2024
Hi, 1. Assume a customer record has region and industry, is it possible to set up permissions for users to see only customers (and deals) related to specific regions and industries? Bonus question: 2. Is it possible to have different stages read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 19, 2024 02:49
Hi @OBetzalel , Unfortunately not directly, no. Record access in HubSpot is managed through record ownership: https://knowledge.hubspot.com...read more
Solved
OBetzalel on February 18, 2024
Hi everyone, We create a custom object. Is it possible to relate the custom object to himself? or we need to create 2 different custom objects? Thanks! 😀
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
February 18, 2024 21:06
Hi @OBetzalel Yes, you can with Same objects associations you can associate objects of same type - that includes Contacts, companies, deals, tic...read more
OBetzalel on February 18, 2024
Hi, We created a custom line item property by calling the HubSpot's end point. We want to change the field name, is it possible to modify the field metadata after it was created? (We can't reach the line items through the UI). Thanks! 😀
1 upvote
4 Replies
Thought Leader | Gold Partner
February 20, 2024 11:02
Hey @OBetzalel Line items is different object from Products. So for line items you need to take a look at here
Solved
sboerstler on February 16, 2024
What is the difference between Lead Stage and Lead Status? or, What is the relationship between Lead Stages and Lead Statuses? The default Lead Stages of Prospecting include similar selections of Lead status. But Lead status has more options. read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 16, 2024 19:01
Hi @sboerstler with Lead Stages / Prospecting being very new, many new to HubSpot users are ignoring Lead Status entirely and focusing on centraliz...read more
RClerico on February 16, 2024
Reading the different comments throughout the community, I don't need to harp or belabor the significance of the attachments management crisis in HubSpot. However, I am guessing that people HAVE found workarounds to this, yes? What are they? The read more
0 upvote
3 Replies
Participant
February 20, 2024 12:32
THank you for the quick response! I have up-voted the solution they are working on and hopefully these solutions will be released sooner rather than ...read more
JMayhew6 on February 16, 2024
Hi everyone, I'm curious if anyone else has encountered this problem and has found a solution that they would recommend. I'm wondering if there is any way to easily duplucate deals in HubSpot. The reason this came up is because some of our read more
0 upvote
3 Replies
Contributor
February 16, 2024 11:53
Thanks Louise. We are on HS Enterprise. And we have a Ops hub License as well. That's good to know!
SBanthia on February 16, 2024
I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am read more
2 upvotes
1 Reply
Key Advisor | Diamond Partner
February 16, 2024 10:33
Hey @SBanthia HubSpot's default lifecycle stages might not fully capture the nuance of a customer showing interest in a new service. ...read more
MSodnicar on February 15, 2024
I understand that Deals and Companies can't share data. What I'm looking to do is track companies / contacts we meet at events - and be able to measure Closed Won deals vs. events. I know that if I create a property in Company, Deals can't see read more
0 upvote
3 Replies
Most Valuable Member | Diamond Partner
February 15, 2024 19:09
Yes, you could have an overarching property for Event Type where you select Conferences, and then drill down further into the specific event (IN23, e...read more
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