is it possible to create leads from an active list or a lead score trigger instead of just the lifecycle stage? We have a lot of upsell opportunities so some contacts are already listed as customers and we don't want to reset the lifecycle stage. W read more
i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory cours read more
We are using sequences to define all the tasks that a CSM must do in a deal stage. The problem is that when the customer responds, the sequence stops. Is there any way to block the end of a sequence based on customer interactions? If not, is read more
Hi @LSalomao ,
You're in luck, there's a brand new beta which solves for this: https://knowledge.hubspot.com/sequences/create-and-edit-dynami...read more
Hi, I have a question and I hope someone has a solution. We sell different services, but all the deals are in one pipeline. But for the different services we need different properties filled. We want to use the properties that appear when y read more
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
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
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
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
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
Hi @msoren42 ,
Do you have any additional information on top of start date and end date per share? Die ach additional field means 16 additiona...read more
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
Hi @Playtomic ,
Regarding the duplicates tool, you'll simply have to turn off duplicates notifications: https://knowledge.hubspot.com/user-ma...read more
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
Hi @CDoran , Yes, HubSpot has partners that are very well-versed in many use cases of HubSpot. Here is the HubSpot Partner Directory. What subs...read more
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
Hi @kennedyp , Thank you for your reply! I missed that point in the documentation, thank you for the highlight. I don't think there is any ...read more
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
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