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SV51 on September 26, 2023
Is there a way to retain utm info on HS form for some time (eg 30 mins or so)? I have a lot of utm info getting dropped off between HS --> SF.
0 upvote
1 Reply
Key Advisor
September 26, 2023 19:26
If the UTM is being captured on the form, then the form submission history will always retain the UTM parameters from that submission. However, the more
PatEnergy on September 26, 2023
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
0 upvote
0 Reply
Anansh1 on September 26, 2023
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
0 upvote
1 Reply
Hall of Famer | Partner
September 26, 2023 11:43
Hi @Anansh1 , could you explain what exactly you mean when you say segment?
jayriggs on September 25, 2023
So my assistant reaches out via cold emai, warm email, phone, and linkedin. When she gets a "yes I'm interested", she books the zoom meeting for me. But in Hubspot right now, when she books me for a meeting using the Hubspot calender, it lists her a read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
September 25, 2023 23:18
Hi @jayriggs Check out this recent development posted by @karstenkoehler You can opt into a Beta that will make your life more
Marisa12 on September 25, 2023
Those of you who get leads offline from events, do you have an easy way to add them to HubSpot? We have an events team that has been getting leads' contact info and Slacking it in a message to the sales team. The sales team then has to manually read more
4 Replies
Thought Leader | Elite Partner
September 26, 2023 08:28
Thanks for the tag @BérangèreL . I'd share those same resources, and the ideas @Shadab_Khan shared on the mobile app. Instead of sales sending a more
DFeinstein on September 25, 2023
Hi HubSpot Community: It's my first post here so I'll appreciate any kind of suggestions on editing. I'm looking for creating a Round Robin Calendar and an error appears about the availability of the client (user who will use the RRC). On Hubspot- read more
0 upvote
2 Replies
September 25, 2023 13:51
Dear EmmaAtKiwi , thanks for your reply. The user has a a paid sales seat. Have a nice week.
SWright56 on September 23, 2023
I imported 26,000 contacts from my bookkeeping program but it is mixed with people and companies. Is there a way I can select the companies in contact and move them to the company's contacts?
0 upvote
1 Reply
Hall of Famer | Partner
September 23, 2023 11:03
Hi @SWright56 , There isn't any feature to convert records from contact to company, no. You would either have to delete the companies which more
BernieINCAPTO on September 22, 2023
We are looking for a free/cheap tool in order to launch a Referral Program. Give a 25€ discount to a collegue and if him/her buys you get 25€ to your account.
0 upvote
1 Reply
Community Manager
September 22, 2023 16:27
Hello @BernieINCAPTO thank you for posting in our Community! I want to share our marketplace page here with some integrations that offer more
MiaSrebrnjak on September 21, 2023
Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more
10 Replies
Accepted Solution
September 20, 2023 15:09
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): more
RSaraiva on September 21, 2023
Hi, I am an independent CRM Consultant working for 3 companies. Is it possible to have inside my account these 3 accounts? Each having its own leads and clients etc? I also need to do the CRM of my own company. Thank you!
0 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
September 21, 2023 11:47
Hi @RSaraiva , Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, more
CateDuarte on September 21, 2023
Hi all, We have a customer that requires a 2 step approval process. We added a manual step to the workflow that combines a Deal property and a task. Unfortunately I can only add a event based delay using either a quote property change or a pre read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
September 21, 2023 10:55
Hi @karstenkoehler yes. So these are the steps: - Sales rep creates quote and submits for approval - Workflow is triggered with more
hannalindquist on September 21, 2023
Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?
1 upvote
7 Replies
September 21, 2023 07:19
Yes, that's been the issue unfortunately that people have missed the notifications due to it being automaticlly assigned to the "wrong" person in more
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