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MiaSrebrnjak en Enero 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leer más
Administrador de la comunidad
Febrero 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Leer más
GIDM en Abril 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 15, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...Leer más
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m13drk en Abril 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leer más
LWest0 en Abril 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...Leer más
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R_A10 en Abril 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...Leer más
underham en Abril 11, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed Leer más
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1 Respuestas
Colaborador líder | Partner
Abril 12, 2024 05:28
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...Leer más
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JFawcett en Abril 11, 2024
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 11, 2024 11:49
Hi @JFawcett , I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...Leer más
ELAI24 en Abril 10, 2024
Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 10, 2024 23:59
Hi @ELAI24 , No, that's not possible. Sequence emails will always be sent via a connected inbox and not a connected email sending domain. ...Leer más
VLingvyte en Abril 10, 2024
I am trying to figure out the best way to create stages in a pipline. For context: we have a subscription product and additional supporting products that can be used as a one-off. they can be purchased at the same time or add ons can be purchased Leer más
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3 Respuestas
Colaborador
Abril 13, 2024 08:39
Hey @VLingvyte You can create a report with journey analytics to view the impact of every interaction a contact has with your business and fi...Leer más
Bdubs en Abril 10, 2024
Hello, I'm utilizing the task queues and want to know if I can set a specific contact to automatically enter back into the same task queue after completing a task. Best,
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2 Respuestas
Colaborador
Abril 10, 2024 18:36
Hi @Bdubs Unfortunately HubSpot does not natively support creating a new task on the completion of the previous task and workflows do not suppo...Leer más
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TJeanbaptiste en Abril 09, 2024
Is it possible to import invoices?
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2 Respuestas
Accepted Solution
Administrador de la comunidad
Abril 10, 2024 05:17
Hi @TJeanbaptiste , I hope that you are well! I checked for you and at the moment this is not possible. I’ve noticed a similar idea already pres...Leer más
TKhouri en Abril 09, 2024
I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does b Leer más
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1 Respuestas
Colaborador
Abril 09, 2024 18:46
Hi @TKhouri Exploring the connections between your clients and prospects to build out a comprehensive network can offer significant insights. Wh...Leer más
zachtaylor en Abril 09, 2024
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Leer más
Líder intelectual | Partner nivel Platinum
Abril 10, 2024 08:27
Could be that the contact filled the form in the same device (Pc or mobile) OR in the same tracked site (landing, website page) Here is an artic...Leer más
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