Currently when an international lead comes through it triggers an internal notification to someone on our team then they forward to our partner to follow up with. It includes the lead's name, contact info and what they are interested in. Is it at al read more
Hi everyone,
We’re currently using Microsoft SharePoint to give our partners access to marketing materials. The content is divided into two types:
Materials that are shared with all p read more
Hi @OBetzalel ,
This can probably achieved with custom development; the main question being at what cost. HubSpot does have features to set up...read more
I have created a freestanding form in Hubspot that is being used to trigger a deal. How do I auto populate the deal properties with the data from the form submission and the associated contact's properties?
I couldn't find this question asked before and I'm new to HubSpot--I'm hoping anyone might be able to point me in the right direction. I think I'd like to use a conditional Deal tag to solve an issue but I'm not sure if it's the best solution. read more
We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d read more
Hi @TChappell5 ,
As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company proper...read more
What are best practices for logging & associating sales to products/line items on a daily basis (sometimes hundreds of sales)? We get daily sales reports broken down by customer provided thru a 3rd party service that does not offer API capabilit read more
Hey, @CRoss9 👋 Of course I'm biased towards Operations Hub which unlocks a lot of power natively in HubSpot. And the setup and tools recommend...read more
I am working on writing a custom deal property that calculates the expected annual amount based on the close date. The ultimate goal is to include the custom deal property on our pipeline reporting to show us the total annual amount (an existing Hub read more
While attempting to import historical deals with associated line items I discovered there isn't a valid Knowledge Base to accomplish this. I did attempt the method described in Sample import files , but it didn't work. With the help of HubSpot Supp read more
What are the best technical methods and practices to ensure seamless data exchange and communication between a CRM system and other business tools, so that operations stay synchronized and efficient?
There are multiple ways to make HubSpot exchange data with third-party tools, such as: The native HubSpot apps if there is an existing integratio...read more
Hey everyone, Looking for input on whether this project is worth tackling now or revisiting later: Cleaning up and organizing our Contact to Company Associations. Situation: We have a separate CRM that pushes company data to HubSpot vi read more
Hi @AdamBecker98 ,
Happy to help here. Generally, I would say that - if you don't have a use case and you don't see any on the horizon - you c...read more
Hi. I'm training an SDR through MS Teams, screen sharing the HubSpot UI. When making calls to prospects, the person I'm sharing with can only hear me and not the prospect's audio on the call. I'm on a Mac and using Chrome as my browser. I'm using read more
Hi @TomFeary70 1) Teams is only sending your microphone audio; the prospect’s voice lives in Chrome’s output stream, and on macOS Teams won’t c...read more
Hi @Suheb
I wanted to clarify the approach to creating a custom object. We only create them when standard objects (Contacts, Companies, Dea...read more