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alexagatiss on June 20, 2024
Can I import a list of contacts and also bring in some information to their associated company as well, all on the same line in Excel and on the same Excel sheet? Any tips or things to look out for with this?
0 upvote
3 Replies
Member
June 23, 2024 06:38
Hey everyone, Importing a list of contacts along with their associated company information into Excel can streamline data management, but it's cruci...read more
MLeBourgeois on June 20, 2024
Hi everyone, We started using Hubspot as our CRM and we can manage our leads and contacts on a day-to-day basis quite well. However, we are wondering about a use case we encounter because we sometimes run some kind of sales campaign with variou read more
0 upvote
2 Replies
Participant
June 20, 2024 12:38
@trevordjones thanks for your answer. What I am not sure about with this solution is: How can I see from the reports which contacts are at which st...read more
HMize on June 20, 2024
I want to create a chat flow where when a customer is trying to get in contact with one of the salespeople from the list I have given them, an email alerting that salesperson is sent out stating that someone is trying to reach out to them. I do not read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
June 20, 2024 11:21
Hi @HMize , Yes, you can create this chatflow as a Chatbot, rather than a live chat, and design it to alert your salespeople via the desired ...read more
Solved
HMulckhuijse on June 19, 2024
Hi, I've ran into an issue where I cannot import line item property 'TERM'. When I enter a value like 36 or 1 the import runs into an error. I've also tried adding the billing frequency property "Monthly" alongside the TERM property, but it read more
0 upvote
2 Replies
Accepted solution
Member
June 20, 2024 02:47
Hi, I've found the solution, I needed to add P'#months'M as input. So for 36 months that would look like this: P36M. Thank you!
ABhandari7 on June 19, 2024
Hey, When using HubSpot's import APIs (crm/v3/imports) to create a new engagement like calls, meetings, we notice that if there are multiple contacts, it results in duplicate records in HubSpot. Is there any way where we can solve it ? not t read more
0 upvote
2 Replies
Member
June 20, 2024 09:50
Thanks Corey for reply, do we see any enhancements in near future ?
HTPE5 on June 18, 2024
Hello all, I will keep this short. I am importing a contact list from excel with categories like "name" "email" "areas of interest" and im having trouble with what Hubspot calls ENUMERATION. The areas of interest section has many people with similar read more
0 upvote
1 Reply
Top Contributor
June 18, 2024 14:40
Hi @HTPE5 , Check out this section of the knowledge base article for how to handle enumeration properties. Multiple values need to be...read more
SYu5 on June 18, 2024
Hi Hubspot - this has been a painful issue for our team. How can we filter the properties (as multi-selection) right on the view to get to see a subset of the view? We don't want to create another view based on the filters. Thanks!
0 upvote
2 Replies
Most Valuable Member | Elite Partner
June 18, 2024 13:48
@SYu5 you can use any saved view to create an additional view with additional or different filters and not have to save that view, but if you don't...read more
Solved
OBetzalel on June 18, 2024
Hi all, We have a custom object that is related to a deal (Custom = Child, Deal = Parent). We would like to create a workflow to send email to certain contacts that we will set, we can do this with association labels for example to choose the cont read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
June 18, 2024 12:36
Hi @OBetzalel , When you set up a custom object based workflow (when creating a workflow, scroll down the left sidebar to find this option at ...read more
MFre on June 18, 2024
Hi, I'd like to move automatically deals from stage 1 to stage 2 when a discovery (meeting type) is completed (meeting outcome). Is it possible to do it in Hubspot? Thanks a lot
0 upvote
1 Reply
Most Valuable Member | Elite Partner
June 18, 2024 12:56
Hi @MFre you'd need Sales (or Ops) Hub Pro/Enterprise to create workflow automations that can look at the meeting type to progress a deal to the ne...read more
LDeniz on June 18, 2024
We want to report on the success of the following and see what contacts came from the above sources. The problem we have is that the original source in hubspot comes as "offline source" and dril-down 2 can be intergration/ import. We want a way read more
0 upvote
2 Replies
Top Contributor
June 18, 2024 08:03
@LDeniz Adding to this there is one option to create custom events carelessly Custom events allow you to track information unique to your busi...read more
TToivola on June 17, 2024
Hi everyone, Hoping to get some guidance on this! Our customers book meetings with Onboarding via Hubspot meeting scheduler which creates a Scheduled meeting on the Deal. In our current flow we need to log the meeting after it is held and a read more
1 upvote
3 Replies
Top Contributor
June 18, 2024 04:02
@TToivola Apart from this, I am not able to find better solution for this issue
Solved
AFangman on June 17, 2024
We recently used a third-party tool to deduplicate custom objects. In doing so, many of the merged objects had the same notes, which were imported natively in HubSpot and now display 2-3x on the merged record. Is there a way to merge or deduplicate read more
0 upvote
2 Replies
Accepted solution
Most Valuable Member | Elite Partner
June 17, 2024 07:57
Hi @AFangman it sounds like the third-party tool didn't look at the associations for the notes to identify that there was overlap and instead treat...read more
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