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MiaSrebrnjak en Enero 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. Leer más
Administrador de la comunidad
Febrero 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...Leer más
TKey en Abril 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to Leer más
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1 Respuestas
Abril 17, 2024 23:23
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...Leer más
OBetzalel en Abril 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f Leer más
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2 Respuestas
Abril 17, 2024 19:31
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...Leer más
SZia9 en Abril 17, 2024
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 17, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: más
MChanning en Abril 17, 2024
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give Leer más
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2 Respuestas
Abril 17, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard en Abril 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a Leer más
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2 Respuestas
Abril 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...Leer más
GIDM en Abril 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 15, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...Leer más
m13drk en Abril 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Leer más
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Accepted Solution
Miembro del salón de la fama | Partner
Abril 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leer más
LWest0 en Abril 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...Leer más
R_A10 en Abril 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta Leer más
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Miembro del salón de la fama | Partner
Abril 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...Leer más
underham en Abril 11, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed Leer más
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1 Respuestas
Colaborador líder | Partner
Abril 12, 2024 05:28
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...Leer más
JFawcett en Abril 11, 2024
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 11:49
Hi @JFawcett , I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...Leer más
ELAI24 en Abril 10, 2024
Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 10, 2024 23:59
Hi @ELAI24 , No, that's not possible. Sequence emails will always be sent via a connected inbox and not a connected email sending domain. ...Leer más
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