Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more
I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more
What you could also do to be safer and for the sake of explainability of the workflow, not using "after expert stage" but using "after became initia...read more
Hi HubSpot CRM Community, We at Springlearns , a provider of professional training solutions, are exploring how HubSpot CRM can help us enhance client engagement, streamline our training program processes, and improve communication across our te read more
Hey @springlearns To enhance client engagement, streamline training program processes, and improve communication across teams using HubSpot C...read more
Hello HubSpot Community!
I’m Rajesh. I’m curious, how can HubSpot CRM empower businesses, especially in industries like real estate, to replicate a relationship-driven approach like his?
Specifically:
What HubSpot CRM tools work bes read more
Hi there! With one of the recent updates, I have having a hard time editing my enrollment and unenrollment triggers in my workflows. I have several workflows set up and connected to pipelines so that if a deal enters a state of a the pipeline read more
Hi @KWhite1 ,
Are you able to create new workflows and set up unenrollment based on deal stages in the left sidebar / unenrollment tab as show...read more
We manage business partners (VAR, Value added Resellers) as well as endcustomers. All our email-based communication is supposed to by synched with/in the Hubspot account of the corresponding endcustomer. But when interacting with the business part read more
Exactly @Anschmid
emails need to be first synced into HubSpot to be able to associate them to any record.
Here is an article on how to setup ...read more
Hi. We want to be able to understand how many quote requests (new business quotes) we receive and how long we take to reply to our customers. At the moment, we receive all new quotes on a shared Inbox and Hubspot automatically creates a tick read more
A few people in my company reported that when they try to associate a contact to a company the company they had selected as the primary changed once they clicked save and created the contact. Is there any bug in HS?
Hi @Xiawanbai ,
The prospecting / sales workspace doesn't offer this level of customizability just yet and it seem like the product team has n...read more
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
I am trying to set up a workflow for when a contact is at a "stage" (I created a property) and when that contact sends an email inbound it changes a different property (Response Required) to "Yes". I have a separate workflow for when the respons read more
Hey @MConnelly3 when you use associated objects as triggers you're not able to use them as re-enrollment trigger. In this case try to switch "Email...read more
How can I make a number of associated won deals field on companies? I have deals in two pipelines (sales and customer success) and want the total number of won deals on the company. Ideally it would only populate the primary company.
Hi @LDeniz ,
I recently answered a similar question here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-...read more