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MiaSrebrnjak 1月 31日, 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. 続きを読む
コミュニティーマネージャー
2月 13日, 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...続きを読む
val_spot_on 4月 25日, 2024
Hello everyone! I was looking for a help with prospecting tool, to answer our main question: How many leads we have? I think it's not the best practice to do it using Lifecycle Stage because it can change from Lead to Oppotunity etc. I want to c 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 25日, 2024 06:46
Hi @val_spot_on , To answer these questions, I'd recommend creating report using the custom report builder: https://knowledge.hubspot.com/rep...続きを読む
cp_sk 4月 24日, 2024
Hi, is there a way to send an email to HubSpot and create a deal from the content of the mail? I thought that there is an HubSpot email address where you can send emails to. And from that I want to build a workflow to create a deal. Is t 続きを読む
0 いいね!
2 コメント
参加者
4月 24日, 2024 17:00
Thanks @PamCotton , but unfortunately I can't find the email under "Integrations" and there is no extra "Email" tab. But I found two mails addresse...続きを読む
解決済み
OBetzalel 4月 24日, 2024
Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now 続きを読む
0 いいね!
8 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 24日, 2024 10:13
@OBetzalel 1. Correct 2. No, this would have to be changed to "is more than 0 days from now" 🙂
JMOT 4月 24日, 2024
Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t 続きを読む
1 いいね!
5 コメント
殿堂入り | Solutions Partner
4月 24日, 2024 09:59
@JMOT wrote: So those variables would automatically populate if I send the client an email from within Hubspot? Correct 🙂 They work like...続きを読む
解決済み
OBetzalel 4月 24日, 2024
Hi, I have a question on what's best to do when you create a workflow for a custom object for example. We want to create a workflow that will be triggered everytime there is an update / create action on the record? or set the triggers that will ex 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 24日, 2024 04:20
Hi @OBetzalel , I'm not sure I'm reading the exact question from your post. Are you asking whether that's a good idea or how to do it? I...続きを読む
解決済み
OBetzalel 4月 24日, 2024
Hi, We are using the standard quotes in HubSpot. We created a custom field on the Deal level (Purchase Term) and we want to place it on the quote. Is it possible? Thanks!
0 いいね!
3 コメント
Accepted Solution
参加者
4月 24日, 2024 06:30
Yes, that should be possible using the HubSpot Quote tool. There are instructions on how to do it in the first link. Please let me know if you have an...続きを読む
解決済み
BHopkins78 4月 23日, 2024
We have several businesess that have more than 1 location but we only want to send 1 quote but have all the locations on the quote. We thought we had a work around by adding the other locations as "products" but the issue we ran into is that is show 続きを読む
0 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Diamond Partner
4月 24日, 2024 11:09
Hi @BHopkins78 and thanks for the tag @PamCotton , I've been pondering this for a bit, and I think the biggest challenge is that there is n...続きを読む
解決済み
SThatcroos 4月 23日, 2024
We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been 続きを読む
1 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 23日, 2024 07:12
@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone. This can show as incorrect when employ...続きを読む
jforte 4月 23日, 2024
HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly 続きを読む
トップ投稿者
4月 24日, 2024 05:34
I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️
EHollingworth 4月 22日, 2024
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 22日, 2024 23:54
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...続きを読む
RReicker 4月 22日, 2024
Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne 続きを読む
0 いいね!
2 コメント
参加者
4月 23日, 2024 09:05
I did the test, as well as the "Why didn't this company enroll option". Results were nothing. I did add to the one not working "Is Deal Closed = ...続きを読む
HMA 4月 22日, 2024
Hi everyone, I use Hubspot (free version) on a Wordpress website. I'm using the plugin and from the settins it seems installed correctly. Unfortunately I have a problem, the contacts who fill a form in the website who comes from "paid search" (googl 続きを読む
0 いいね!
3 コメント
名誉エキスパート | Diamond Partner
4月 23日, 2024 09:37
Hi @HMA , You have two options: 1.) Embed the hubspot forms Javascript in your page s instead of using Contact Form 7. 2.) Use this...続きを読む
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