Hi All, I am in need of a bit of best practice advice here. At my company we currently have a process where all Inbound MQLs get created as Leads in the Lead Object, and for Outbounding we have a workflow that when enrolled in a sequence those C read more
Great question — and honestly, it’s a challenge a lot of teams face, especially when SDRs are juggling both outbound prospecting and marketing follo...read more
Hi HubSpot Community, I’m wondering if there’s a way to present or visualize the Leads Pipeline in the same way we can view the Deals Pipeline —essentially using the Bucket View (stage-by-stage columns similar to a Kanban board). Right now, our read more
Hi @ASobusiak , nice to meet you! At the moment, there isn't a Kanban view available for the Lead Pipeline like there is for Deals. However, you ca...read more
Hi! I'm the sole recipient of deals coming to our B2B pipeline from a Hubspot form on our website. How can I change the recipient(s) for my coming holiday and then back again after my return?
Hi @LTuohimaa , To temporarily reroute deals coming into your B2B pipeline from a HubSpot form during your holiday, and easily revert the settings...read more
Hey everyone, I’m currently building out an email sequence for my SaaS product, but instead of reinventing the wheel, I thought it’d be smart to learn from those who've already tested things that work. If you’ve built or tested any SaaS email sequ read more
Welcome to the Community, @MAli119 ! I love that you want to learn from others. And thanks for thinking of me, @BérangèreL !
You mentioned o...read more
Hello, I am struggling to understand how I can build a lead flow for my personal use case. Currently our stages are New, Unresponsive, Attempting, Connected, Sales Qualified, Open Deal, and Disqualified. I need to decide how I can integrate lead nu read more
That's a great question. I've always thought of lead progression more like the purple line in this drawing as opposed to the red. In general people a...read more
Hey all, I'm looking to send reminders to the sales team when they haven't followed up on a lead within 2 days. I thought about using a workflow when the time spent in "New" is at least 2 days but I want business days which only seems available in read more
Hi Rob, I was thinking, and it is an interesting use case. I recommend that you do this: Trigger: When a lead is assigned or enters the “New” ...read more
So, there's no clear direction from what I can find, as how to do this without creating company duplicates. After 20 support emails, I'm still getting company duplicates when importing a company with multiple contacts, even when all have differ read more
Jess, Many thanks! So, I've done all of that. This is a new file doc containing new companies and new contacts. There is a single email address per...read more
Hi Everyone, I am quite new in HubSpot, and my organization would like to purchase some licenses. 1. We need some set of Free users for Read-only & log/track E-mails 2. Second set will add companies/contacts and activities and maintain read more
I’m trying to create a report in HubSpot and would really appreciate some guidance. What I’m looking to do is build a report that shows all contacts on a specific list who are associated with a campaign – and then be able to see if they’ve been e read more
Hi @NTunes , If you've added Email, Call, and Meeting as assets when creating your campaigns, you are able to get the report, Influenced contact...read more
Hey Community,
A mistake we see companies make is defining their sales funnel by the seller's actions (e.g., "Demo given," "Contract sent"). This approach is seller-centric and often misaligned with the buyer's actual needs.
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This really resonates! Especially the point about using "Buyer confirms our summary of their problem is accurate" as a milestone. That subtle shift f...read more
Hi everyone! I could use some help understanding the impact of enabling phone number validation in HubSpot. The message says: "If you turn on phone number validation, the property value must match E.164 format." Currently, our website co read more
Hi! Great question — here’s how it works:
If you enable phone number validation , HubSpot will require new or edited values to match the E.164 fo...read more
Hi, My issue is as follows: For my export I need below values: Deal Name Company Name (but assosieted company name is what I need) Pipeline Deal owner While I pick up columns for the export (names like above) and adjust fileter (based on read more
Hi, thank you so much for the idea! As of now, what finally worked was that I have set a column Deal (arrow) Company and in the export it shows an ...read more