Tips, Tricks & Best Practices

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EBrambilla on December 02, 2022
Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
December 02, 2022 13:25
@EBrambilla what about a property (maybe in the Deal object) that lists the varying services, along with resources that explain them in details, wh...read more
EPullyblank on December 02, 2022
Hi there, while I work though the list to manage current duplicate companies, I was wondering if it's possible to create a rule that either 1.) notifies an individual that the account already exists or 2.) prevents a duplicate account from being cre read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
December 02, 2022 13:27
@EPullyblank HubSpot prevents Company duplicates already, based on the business website. Deduplicate records in HubSpot As long as ...read more
Solved
AONeill7 on December 01, 2022
We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact. Is there a way of doing that? It might be we can only change the primary contact which is still time-saving! read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
December 01, 2022 04:54
Hey @AONeill7 That's certainly possible with the bulk edit option in HubSpot . You simply do the following: : Go to the contact v...read more
JStenbaek on December 01, 2022
We are having problems that deals are closed without contacts associated which makes it possible to do attribution to lead source etc. Is there a good way to secure this?
0 upvote
1 Reply
Guide | Platinum Partner
December 01, 2022 04:06
Hey @JStenbaek , thank you for reaching out to the community. Of course, you could do that with an automation that creates a task or s...read more
Solved
CGoodwinOlsen on December 01, 2022
Hi! Is it possible to use workflows to set Marketing Contact status, based also on a contact's association label? Our use case explained: A Deal may have multiple contacts associated, so 1 should always be tagged with the association label "P read more
Accepted Solution
Hall of Famer | Partner
December 01, 2022 01:42
Hi @CGoodwinOlsen , Since the association label refers to a relationship between two records, not a single record ( = contact), this can only ...read more
SMohan3 on November 30, 2022
Hi HubSpot Community, How do you deal with duplicate companies being created in HubSpot? I know HubSpot de-duplicates companies based on their domain names but we have come accross several instances where the domain name is different but read more
0 upvote
3 Replies
Recognized Expert | Elite Partner
December 01, 2022 07:53
@SMohan3 feedback from a colleague: " I'm sure a script could be created in a custom coded action to check this kind of thing (which is an Operatio...read more
JDijksman on November 30, 2022
Hi I am trying to create a chatbot for our website through Hubspot and I am a little stuck. I have two main issues at present. 1. Please could you someone explain how I can create an action that prompts a visitor to enter an order number, in read more
0 upvote
1 Reply
Community Manager
December 01, 2022 02:38
Hi @JDijksman Thank you for reaching out. I want to tag some of our experts here - @Chriso-mwx @jolle @Jnix284 do you have any a...read more
AndyAerts on November 30, 2022
Screenshot added. Why is the TOTAL not correct? I'm no maths-expert, but... When you pay a 1 one-time € 180 and 12 months of € 720 total should be € 8.820 Customers are totally confused by this way of quoting. How do we set these things corr read more
0 upvote
3 Replies
Recognized Expert | Elite Partner
November 30, 2022 06:56
That's a great point @RCoutu - I didn't think to look for the Idea. Good call!
Solved
NGutgsell on November 28, 2022
Hi HubSpot community:) I am looking for a solution to this kind of problem: "One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Ei read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
November 28, 2022 08:48
Hi @NGutgsell Are you logging notes within the HubSpot CRM? You have the option to decided with which associated records an activity shoul...read more
Solved
GShelia12 on November 28, 2022
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 28, 2022 15:46
@PamCotton Thanks for the tag. @GShelia12 I know that this is possible through PandaDoc, lots of my clients use that and the workflow runs fl...read more
Solved
Benvenisti on November 28, 2022
Hello, We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal? Thanks
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2022 03:03
Hi @Benvenisti , It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-...read more
zliu2022 on November 27, 2022
0 upvote
2 Replies
Hall of Famer | Partner
November 27, 2022 21:05
Hi @zliu2022 , Could you provide more context about the issue you're experiencing? The more details, the better community members will be able...read more
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