Hi everyone, is there a way to automatically add contacts in the sales workspace to leads? When you create leads from companies that have contacts associates to them, they don't automatically get added to the lead and it says "add contact" on e read more
@RubenB wrote: Action: Copy associated record → “Copy all contacts associated with the
Hi Ruben, which workflow action is this exactly? Or ...read more
I'm trying to understand marketing contacts better. We import a lot of contacts via ZoomInfo and I just recently turned off a setting in the integration that will default them to marketing contact right away upon import. My question is although I k read more
@msoren42 you can opt in contacts who checked a box into more subscription types via workflow, yes: https://knowledge.hubspot.com/records/manage-y...read more
Hi. This should be an easy task, but I keep struggling: i have made it contact based: The trigging is the following - - Company with two filters, one present at a trade show, and one that the country is not known. - I want to initate an read more
Check the workflow logs to see what happened at every step of the way, from enrollment to the actions you have defined inside your workflow. I've...read more
We have abut 25,000 contacts that we want to mass delete. They have no contact owner or activities associated with them. What is the best way to bulk delete contacts that have no activity or associations?
Hi @SThompson74 ! In addition to bulk deleting contact with no ower or activity, you can also set up a workflow to automatically delete contacts lik...read more
@Himalaya1997 if this is on an existing conversation, then I'd assume that this simply carries over from the previous email on the thread.
Yo...read more
How do you increase email opens and deliverability with all of the new AI filters and bots? We have been using Hubspot for 7 years and are starting to hit a wall. Even with previous best practices used we are seeing less delivers and more promot read more
Hey there, To tack on to the point below: 1. Are you referencing Outbound (i.e., Sequences - one to one) or Marketing emails (one to many) where yo...read more
Hi guys, My HubSpot instance is growing and I am slowly loosing sight of all the details to watch when new users come, others go and some shift responsibilities. I am looking for a way to oversee changes in users, workflows and connected apps. read more
Hi @ThomasSchädlich , Thank you for bringing up this topic. One approach that's working well for us is to block a time twice a month for the ad...read more
Currently have our email forms set to exclude HubSpot's free domain list. However, we're now running into a problem where people submit abc@gmail.co, gmai.com, gimail.com, etc. Presumably, when they get the 'red box' for using a gmail address read more
Hi @VJones4 ,
No, HubSpot does not offer any out of the box features here. This would require working with the HubSpot Forms API and adjusting...read more
Hi all, I am the only sales person and the only user of hubspot in our business and its used primarily to track contact activity with customers. I also use it to monitor our quote activity to our live and propect customers. We sell a manufa read more
@MClarke00 then I would handle this with deals if you're on the HubSpot free CRM. You have full flexibility over defining those early stages and, a...read more
Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more
Hi Bigabia!
This one’s definitely a challenging setup, but I think the best way to handle it is by going with a custom object approach for transac...read more
Hello - this is my first time posting here, so I hope this is the right place. I have been using the "Open Tasks" report successfully for years, but just today it started sorting backwards by task due date. As you can imagine, this is less than ide read more
Hi all! We are brand new HubSpot converts (previously with Dynamics) and I have a two part question related to handling previously closed deals. In Dynamics, if we had a deal that was closed and then the contact/company came back to us after the fac read more
Hi @Patti_R ,
I am an advocate for re-opening a new deal, especially if there is any notable period of time between when the original deal was...read more