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IgorJovanovic on October 01, 2022
Hello there, We're trying to figure out the best way to organize contact lists for our SalesReps, on a daily basis for all expected/future activities. We are using the Next action date and a brief to-do note in the Next action HS fields for read more
0 upvote
0 Reply
Brammetje0803 on October 01, 2022
Hi, Is there someone over here who knows a way to make workflows with a time? For example: 4 hours after the time of a meeting has been exceeded, now the deal has to go to the next stage of the pipeline. Now we have when the date has exceeded read more
0 upvote
0 Reply
Solved
NMiller27 on September 29, 2022
How do i export deal information? I have tried the typical export view function, it does not show deal information.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 29, 2022 05:08
Hi @NMiller27 , You can find instructions for exporting deal records here: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-...read more
Solved
SBERGE on September 28, 2022
Hello community, I would like to reset a property value to 0 every day on a high volume of contacts. This property is used to track the number daily activites, for every leads (it counts the sales email openings). It would definitely be possible to read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 28, 2022 03:26
Hi @SBERGE , While not a clean solution, this could be achieved with two regular workflows. You need to create a custom property with values (...read more
Juraj on September 27, 2022
Hey guys, I would like to hear your best practices on how you manage lead statuses and lifecycle stages when you do cross-sell, you offer multiple services. Let's say you have a contact who is sales-ready for one product but is not ready for ano read more
0 upvote
2 Replies
Participant
September 29, 2022 05:01
Hello @ADMiller18 , many thanks for your reply. Yes it happens that sometime that customer would buy 2 products at once. I think my problem was...read more
ISupport7 on September 27, 2022
Hello, I am running into an issue where Zoom is sending cancellation emails from the account that created the Hubspot integration rather than the user's who's scheduling link is being used. I have tried removing and re-adding the app but the read more
0 upvote
1 Reply
Community Manager
September 28, 2022 10:38
Hey, @ISupport7 👋 I moved this over to this community to help get more eyes on your questions. From a documentation perspective, there is not an...read more
Solved
Kabaja on September 26, 2022
Hi @Jaycee_Lewis All in-app options. It looks like I posted in the wrong group. The questions are not related to development but rather product features, specifically the "Products" UI display, filter, usage
1 upvote
2 Replies
Accepted Solution
Community Manager
September 28, 2022 03:29
Hi @Kabaja , thank you for reaching out to the Community, I'll add the questions from your original post here: "We're new to HubSpot...read more
Solved
dmattauch on September 26, 2022
Hi, In the marketing email i understand that the opening rate is impacted by email privacy rules. Is it also the case in sequence opening rates? if for example, my marketing email has a 80% opening rate(94% adjusted) but my sequence has read more
0 upvote
1 Reply
Accepted Solution
Participant
September 26, 2022 07:40
@dmattauch Hello! This one took some research for me to come up with a hypothesized answer for, it looks like that email privacy mainly affects ma...read more
Solved
DarrenScottUK on September 24, 2022
We have recently begun showing our sales team how to connect their inboxes and calendars within HubSpot to help them share content, snippets etc and link to existing contacts to help add benefits to their interactions and increase efficiency. H read more
1 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
September 24, 2022 05:51
Hi @DarrenScottUK , It's definitely a discussion which comes up frequently and I have customers which decided against connecting inboxes for t...read more
GPhillips90 on September 23, 2022
Hello! I just installed the free Hubspot WordPress plugin version and have questions about getting my contacts into Hubspot as follows: 1. Is importing a CSV file more accurate than using Data Sync? I will be importing my contacts from Constant Con read more
0 upvote
6 Replies
Member
September 27, 2022 13:29
Hey @GPhillips90 , One thing to know regarding import vs. syncing is that both have their pros and cons and there is a tradeoff with either choi...read more
Solved
JGlodkowski on September 23, 2022
I need to pull back a list of contacts (who meet X criteria) from companies (which match Y criteria). This doesn't seem possible but it seems like a fairly valid use case. Ie for companies who have a marketing function, I want the email ad read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 23, 2022 06:27
Hi @JGlodkowski , Am I missing something? I think so. When you create a contact-based list ( Menu > Contacts > Lists > Create...read more
Solved
RichardM50 on September 23, 2022
I want to write out to a large number of our HubSpot contacts with a physical letter enclosing an updated brochure, leaving a History on the contact to record what date it was send - using HubSpot fields to populate the form letter to personalise it read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 23, 2022 06:15
Hi @RichardM50 , It's easy to import notes into HubSpot. While it's not perfectly accurate (and it would be nicer to log it as an actual snail...read more
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