Tips, Tricks & Best Practices

Filtrer par
  • Tous les libellés
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Trier par 
Plus récents
  • Plus récents
  • Plus de mentions Jaime
Statut
Tout
  • Tout
  • Résolues
  • Sans réponses
phtheref le Juin 01, 2023
Hi! I have an urgent need for create & update deals from Google Sheets to Hubspot. I managed to did this with zapier zap but it doesn't create line items. I can live without this (because all deals which are coming from Google sheet are using s Lire la suite
0 Mention J'aime
1 Réponse
Expert reconnu | Partenaire solutions Platinum
Juin 01, 2023 08:28
Hi @phtheref , When creating the deal from a workflow you can automatically add line items, but you cannot add line items to an existing deal ...Lire la suite
Résolues
DARLAY le Juin 01, 2023
Bonjour, Je souhaite écrire un mail en mettant en CCI plusieurs adresses mails extraites via un autre outil que hubspot (tel que excel). Comment séparer les adresses mails? Si je colle cette liste, comment faire pour que hubspot sépare les Lire la suite
0 Mention J'aime
3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Juin 01, 2023 07:33
Bonjour @DARLAY , Pour envoyer des emails dans HubSpot, un enregistrement de contact est nécessaire. Il n'est pas possible d'envoyer des email...Lire la suite
CKishon le Juin 01, 2023
Hi, Now there in inbound calling in Hubspot. however I didn't succeeded to understand if I can get inbounds call to my number and not to new number that Hubspot provide. Thank you
1 Mention J'aime
1 Réponse
Expert reconnu | Partenaire solutions Platinum
Juin 01, 2023 09:22
Hey @CKishon , thanks for reaching out! Inbound calls work through a HubSpot-provided phone number ( more info in this Knowledge Base article ...Lire la suite
VIyengar le Mai 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt Lire la suite
0 Mention J'aime
3 Réponses
Contributeur | Partenaire solutions Elite
Mai 31, 2023 09:28
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...Lire la suite
Résolues
LCoveyduck le Mai 30, 2023
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see Lire la suite
0 Mention J'aime
4 Réponses
Accepted Solution
Membre
Mai 30, 2023 12:43
Perfect thanks!
fierceweek le Mai 26, 2023
Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.
0 Mention J'aime
1 Réponse
Contributeur de premier rang | Partenaire solutions
Mai 29, 2023 08:42
Hey @fierceweek this isn't possible at the moment unfortunately. There's limited public apis for the sales tools. The only way to delete sequences ...Lire la suite
MichaelRe le Mai 26, 2023
Hi, If you add additional emails to an active Workflow, will contacts active in that Workflow be sent the new email (i.e. assuming there is a Xday delay in the Worflow before any contact reaches the end? The reason I'm asking this is wrt a m Lire la suite
0 Mention J'aime
2 Réponses
Participant
Mai 26, 2023 12:52
Thanks Josh, really appreciate you helping out - appreciate the speedy reply! 😊
Shanmac0803 le Mai 26, 2023
HI Is there a software uptate to allow drag and drop attachments into a deal/ company/ contacts. I really do not wish to save my files then upload. Drag and drop is easier and does not take up space. Please implement! 🙂
1 Mention J'aime
1 Réponse
Expert reconnu | Partenaire solutions Platinum
Mai 26, 2023 08:43
Hey @Shanmac0803 , thanks for reaching out! As far as I know, the only area where you're able to drag and drop images and files for upload is ...Lire la suite
Résolues
ACrozim le Mai 25, 2023
I'm an avid user of WordPress and recently started exploring the benefits of integrating HubSpot into my website strategy. I'm aware that HubSpot offers a wide range of tools and features to enhance marketing efforts, lead generation, and overall we Lire la suite
0 Mention J'aime
2 Réponses
Accepted Solution
Conseiller clé | Partenaire solutions Diamond
Mai 26, 2023 09:24
Hello @ACrozim and thanks for the tag @kvlschaefer ! I've used the two platforms together for years - here are a few things I would start w...Lire la suite
Résolues
IAkpakoun le Mai 24, 2023
Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entiti Lire la suite
1 Mention J'aime
5 Réponses
Accepted Solution
Expert reconnu | Partenaire solutions Platinum
Mai 24, 2023 13:29
No problem! Hope all goes smoothly. You are able to add an additional brand domain that can be used to send email from a different sending doma...Lire la suite
Résolues
JSchneiderOH le Mai 24, 2023
Does anyone have any tips or tricks on keeping contacts enrolled in a sales sequence, even if a prospect replies to an email?
1 Mention J'aime
3 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 24, 2023 11:49
Hi @JSchneiderOH , From a purely technical standpoint, that's unfortunately not possible. Unenrollment triggers for sequences cannot be adjust...Lire la suite
Résolues
AOgbe le Mai 24, 2023
My boss wants to see a forecast of our future revenue, but the problem is our business is not subscription based. The amount changes from month to month and it is difficult to determine what the next month's revenue will look like. He is not satisfi Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Contributeur de premier rang | Partenaire solutions Elite
Mai 24, 2023 15:53
@AOgbe - How are you capturing the payment amount and date in your HubSpot portal? Have you considered building out a dataset to enable your reven...Lire la suite
annuler
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.