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
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
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
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?
Certainly! To move companies out of your contacts, follow these steps: Open Contacts App: Launch your Contacts app on your device. Filter by...read more
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.
Hello @BernieINCAPTO thank you for posting in our Community!
I want to share our marketplace page here with some integrations that offer referr...read more
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
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...read more
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!
Hi @RSaraiva ,
Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, y...read more
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
Yes, that's been the issue unfortunately that people have missed the notifications due to it being automaticlly assigned to the "wrong" person in the...read more
Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more
Hi @SStewart3
Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details. ...read more
Hi @KChester ,
This is would be great but is not (yet) possible. Other users have requested this before: https://community.hubspot.com/t5/Hub...read more
Hello, I am looking for solution how to count number of contacts which were last contacted in specific time period (month, quarter e.t.c) by each company. The maid idea is understand the share of contacted contacts in last month for each compan read more
Hi Karsten, Thank you for support! Successfully built that. Also I simplified the task and create one workflow by using branch instead of create...read more