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Hyroxware on October 10, 2024
Is there a way to create a calculation so that if I have a "Date" on the first of the month it will put it back a day to the previous month?
0 upvote
1 Reply
Hall of Famer | Partner
October 10, 2024 06:04
Hi @Hyroxware , Just to confirm, for any other day of the month, the same date should be returned, only for the first of the month the propert...read more
szsz on October 09, 2024
Hi Community! I'm new to HubSpot and currently trying to set up a new sandbox for testing purposes. Should I import the flows/assets I need into the HubSpot sandbox first, before I even connect it to our SFDC sandbox? Or the order doesn't matter read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
October 10, 2024 05:14
Hi @szsz I'd suggest setting up the sandbox first and then connect SFDC. You can import contacts at any time, but it's best if the workflo...read more
sebastianhoeing on October 09, 2024
Would it be possible to somehow give a line item a date that can be displayed on the quote table? My products are services, but on the quote must appear a date when the service is being fulfilled, e.g. Transfer from Hotel A to Hotel B 12/10/202 read more
1 upvote
1 Reply
Community Manager
October 09, 2024 18:27
Hi @shoeing ! Welcome to the Community-- happy to have you here 😊 @HubSpot_Corey has a great comment in this thread that walks you th...read more
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
Solved
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
9 Replies
Accepted solution
Member
October 09, 2024 05:56
Hallo @karstenkoehler , wir haben den professional Tarif. Wie kann ich dies dann einstellen? Bsp. Ich schicke das Formular an max@web.de . ...read more
Solved
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
Accepted solution
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
2 Replies
Participant
October 09, 2024 08:11
@kennedyp Glad to see you liked it. I'll post more comparison posts soon 🙌
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
4 Replies
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
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