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msoren42 on October 08, 2024
Our company has a really unique situation. We are a private aviation company that sells ownership shares of aircraft. Each aircraft has a 5 year term. We built out a custom object to track the aircraft and their in service and out of service dates. read more
0 upvote
1 Reply
Community Manager
October 08, 2024 17:33
Hi @msoren42 ! Welcome to the Community-- happy to have you here 😊 This does sound like a tricky situation. So if each aircraft is its ow...read more
MWolters on October 08, 2024
Hallo Team, ich habe ein Formular erstellt. Mit diesem frage ich Informationen beim Kunden ab. Anschließend soll, nach Eingang des Formulars, eine automatische Mail an 2 spezifische Kontakte (keine Teammitglieder) geschickt werden. Diese sollen read more
0 upvote
3 Replies
Hall of Famer | Partner
October 09, 2024 04:19
@MWolters wenn diese Kontakte extern sind, dann lässt sich das aktuell nur mit einer Professional oder Enterprise Lizenz lösen, idealerweise Market...read more
jedvinsson on October 08, 2024
Hi, I am currently trying to figure out if I can add subcategories for multicheck boxes. We would like our sales reps to add information about what IT systems our potential customers are using today, and it would be helpful to provide opti read more
0 upvote
1 Reply
Hall of Famer | Partner
October 08, 2024 05:12
Hi @jedvinsson , This can be approached in two ways: First selection determines values available in second selection: https://knowledge.h...read more
Solved
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
2 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 00:10
Hi @GTorres-Soler , Yes, this can be done with a simple contact-based workflow. Create a contact workflow: https://knowledge.hubspot.com/...read more
Solved
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
Accepted solution
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
Solved
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
3 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 07:56
Ah @LSalomao there aren't any emails at all? In that case you would have to use a workflow. Before creating the next task, you would create a...read more
Solved
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
5 Replies
Accepted solution
Hall of Famer | Partner
October 07, 2024 10:28
Hi @KRoos , With dependent properties you can get more granular: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumer...read more
NiloofarK on October 07, 2024
Hi HubSpotters 👋 Many of you are either using or looking for a WhatsApp app to integrate with HubSpot. I'm a WhatsApp expert and have seen many businesses not knowing how to choose the right WhatsApp app or choosing the wrong one. Here ar read more
0 upvote
1 Reply
Community Manager
October 08, 2024 18:41
Hey @NiloofarK ! Thanks a ton for breaking down the WhatsApp-HubSpot integration options—super helpful! Feel free to point others to this pos...read more
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
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