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Tips, Tricks & Best Practices

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BHörmann on January 27, 2023
Associate Records
We curretnly have data in table format that contains information that could be relevant to prioritize companies that we approch. It currently does not have an assiation with the according domains of said companies in Hubspot, hence I can not di read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 27, 2023 02:09
Hi @BHörmann , Are you referring to associating contacts and companies by email domain / company domain name? If so, have you looked int...read more
EMcGonigle on January 26, 2023
Meeting Notes to Slack Channel
Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more
Reply best practices Meetings Notifications Professional
0 upvote
2 Replies
EMcGonigle
Member
January 27, 2023 10:11
Yes that is correct! And thanks for sharing the post with some experts 😀
LBorton on January 26, 2023
Line Items
Is there a way to pull in line items when we merge deals? Currently if I merge an old deal with line items into a new deal with no line items they don't get pulled over.
Reply
0 upvote
2 Replies
mbrown
Contributor | Platinum Partner
January 27, 2023 00:12
Hi @LBorton . When merging two deals, this should pull through all line items on a deal. Can you provide screenshots of this happening? As in...read more
slecluyse on January 26, 2023
Default meeting
Hi there How do I delete the default (and one & only) meeting in Meetings? And if it's not possible, how do I remove the link to this meeting in a chat window? Thanks!
Reply Free
0 upvote
2 Replies
slecluyse
Member
January 26, 2023 02:08
Not a replacement, I want to get rid of it because I'm using another tool to manage my availibility/meetings 🙂 So I either want to remove the ...read more
Solved
Edyta7510 on January 25, 2023
Routing leads to distributors
Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro read more
Reply Companies Contacts CRM Dashboards Enterprise Lists Sales
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
January 25, 2023 06:07
Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record ...read more
KKlein on January 24, 2023
Hubspot banner controls are blacked out in Chrome
HubSpot banner controls are blacked out in Chrome rendering the product unusable. Cleared cookies. Seems to work in incognito mode. Could use some help!
Reply Enterprise
0 upvote
3 Replies
Jnix284
Thought Leader | Partner
January 24, 2023 16:47
@KKlein that really is strange, can you share a screenshot of what it looks like blacked out?
LSunstrum on January 24, 2023
Lead Status Questions & Recommendations
Hi there, So on HubSpot it says lead status is a subset of SQL. However, why are the default lead statuses things like open deal? Wouldn't open deal mean the contact is an opportunity not an SQL? Am I wrong in thinking that open deal shouldn't b read more
Reply
1 upvote
5 Replies
Jnix284
Thought Leader | Partner
January 26, 2023 06:20
good call on the automation for status changes @franksteiner79 , definitely want to remove as much friction with manual updates as possible, regard...read more
KSurkus on January 24, 2023
Importing Data to HubSpot from Zoho Bigin
I have been trying to import data from our current CRM platforms (Zoho Bigin). Bigin exports companies, contacts and deals separately. All of that is fine, but when I tried to import the data into HubSpot, it only seems to allow uploading only up t read more
Reply Importing
0 upvote
2 Replies
Gilempert
Guide | Gold Partner
January 25, 2023 04:30
Hi @KSurkus ! That does sound like a nightmare, working with 2 crms and a spreadsheet. Of course the recommendation would be to continue with only ...read more
Solved
ZChurney3 on January 24, 2023
Editing a large list of contacts based on an XLSX file with Account IDs
Hello everyone! I have a tricky question. We have a list of 800+ contacts listed in an XLSX file but only the Account ID numbers. Every contact on this list has Salutation data missing and we need to update these manually (due to another software in read more
Reply How-To
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
January 24, 2023 01:32
Hi @ZChurney3 , It sounds like you would like to update the the Salutation outside of HubSpot as it's faster, correct? If so, it would...read more
NVaish on January 23, 2023
Total Contract value doesn't reflect one time discount
The Total Contract Value field when used in a Quote, doesn't take into account "One time Discount" (Not the line item discount). How to fix it? TCV field is not editable. Check the below screenshot. The highlighted fields should be same. read more
Reply
1 upvote
1 Reply
MiaSrebrnjak
Community Manager
January 24, 2023 09:49
Hi @NVaish , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any sugg...read more
Solved
omeratas on January 23, 2023
How to Assign Contacts to Reps Randomly
Do you know how to assign contacts to reps randomly ?
Reply
1 upvote
1 Reply
Accepted Solution
jolle
Key Advisor | Platinum Partner
January 23, 2023 14:42
Hey @omeratas , thanks for reaching out! Assigning contacts to HubSpot users randomly is possible, but it requires a HubSpot Sales Hub Profess...read more
tpon on January 23, 2023
Sequence Opens List
Hello! I've been using Hubspot for quiet some time now. In our company, I'm the one organizing the lists. Now when we do marketing campaigns, I am able to create a list of people who opened the marketing email. But when we do the sequence, I am unab read more
Reply Lists
0 upvote
5 Replies
Jnix284
Thought Leader | Partner
January 23, 2023 11:58
@tpon ah ok, so to clarify, you want to isolate who opened a specific email in a specific sequence? Using a workflow, it's possible to isolate who...read more
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