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GTorres-Soler on October 07, 2024
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
0 upvote
0 Reply
FKhan58 on October 07, 2024
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
1 upvote
1 Reply
Hall of Famer | Partner
October 07, 2024 14:56
Hi @FKhan58 , First of all, congratulations on starting your learning journey! The sales and inbound sales courses are a great starting ...read more
LSalomao on October 07, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
October 07, 2024 12:23
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
KRoos on October 07, 2024
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
0 upvote
2 Replies
Contributor | Platinum Partner
October 07, 2024 13:20
I would go with separate pipelines as otherwise it might be very complex.
Solved
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
Accepted solution
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
Solved
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
Accepted solution
Hall of Famer | Partner
October 03, 2024 09:56
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
Solved
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
Accepted solution
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
Solved
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
4 Replies
Accepted solution
Top Contributor | Elite Partner
October 02, 2024 22:24
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
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
2 Replies
Participant
October 07, 2024 04:04
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
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
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