Hi all, hope you are having a good Sunday: I am thinking about a workflow, in a Professional account, which starting point is a company level deal. That company deal is for a year long, and multiple units. Each unit will have its own Deal, on a d read more
Hi guys I’m setting up HubSpot for a real estate company and using the Listings object to help them track all their listed properties. This allows them to associate the seller and interested buyers with each property. Since I’m still relatively read more
Hi! As someone who had to "invent the wheel" last year to enable HubSpot to support a multiple project, multi-unit-per-project Real Estate Marketing ...read more
We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more
Hi @thetallbillyb ,
Something you could try is not inserting the note body in a Slack notification but setting the value of a custom rich text...read more
Hi! I work for a company who sells memberships, and have 1-6 members per company subscribing, and besides these members they have all contacts rattached to each member company but not considered as members. How to make this differenciation in hubs read more
Hi Stephanie, You can create custom properties for the contact object to indicate membership status.. Also to help automating member additions bas...read more
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the pipeline to Stage 2. I can't seem to make it work, below is what I currently have set for the criteria and read more
@TChappell5 what happens when you open the enrolment criteria and use the test feature in the left sidebar to see which of the filter criteria your...read more
Hi Why can accounts team not see replies from a rep who puts a 'note' on while out on the field from a F2F mtg? For instance account update 'notes' on a customer where they have ahd contact withthem regarding accounts payable and reps can see th read more
Hi, is it possible to create Leads and Deals when adding a new Contact to HubSpot's CRM database? The idea is that when creating a Contact, you'll immediately have the option to create a Deal or Lead associated with that Contact.
Hi @ASobusiak ,
No, this is not possible – the create record forms are limited to one object exactly at the moment. See here: https://knowled...read more
Hi @ASobusiak ,
Yes, you could do so with a contact-based workflow that enrolls contacts from that import (e.g. 'When filter criteria is met' ...read more
Hallo, ich habe mir die App auf meinem Handy und meinem Mac heruntergeladen und alles in der Web Version soweit konfiguriert. Ich möchte nur die kostenlose Variante nutzen. Mein Problem: Wenn ich keinen Kunden anlege und für diesen eine Aufgabe read more
It is like the filter in the app may be automatically set to a specific employee. Have you tried looking for a similar filter in the app settings or ...read more
How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called "company name" on the contact card?
Hello, I like to create a searchable link from another system that takes you to a Company with a property that is equal to a value. Any ideas if this can be done? Using the global search can filter on Company object. I like to add filter to read more
Hi @Winqvist ,
The global search URL does support filtering by objects such as Companies. Unfortunately as far as I know the part where, add...read more
My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for li read more