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JSamuel85 on September 29, 2023
New to Hubspot, currently have a Microsoft feedback form that we send out as a link, then we can view the responses on it. Can we load this to Hubspot, or create one without having Service Hub subscription?
1 upvote
3 Replies
Top Contributor | Elite Partner
September 29, 2023 10:18
You can create as many properties as you want and use them on your form. here's a super quick Loom for full context and visual explainer more
MBurack on September 28, 2023
Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info read more
1 upvote
3 Replies
Contributor | Platinum Partner
September 29, 2023 09:04
Hi @MBurack ! To answer your question, " How would you set up the transition the lifestyle change and also the lead status change" > It more
JCaliguire on September 28, 2023
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more
0 upvote
1 Reply
Hall of Famer | Partner
September 28, 2023 14:46
Hi @JCaliguire , The best tool for this are sequences: In short, more
kevinphelps on September 28, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Community Manager
September 28, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our more
LHysell on September 28, 2023
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 28, 2023 10:54
Hi @LHysell , It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where more
JClementson on September 28, 2023
when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?
0 upvote
1 Reply
Community Manager
September 28, 2023 16:27
Hi @JClementson , Happy to help here! When you say "attachments", are you referring to file attachments on a contact record? e.g. JPEG more
JCaliguire on September 27, 2023
I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?
0 upvote
1 Reply
Hall of Famer | Partner
September 27, 2023 15:38
Hi @JCaliguire , Yes, this can be done by bulk assigning ownership as explained here: more
PatEnergy on September 27, 2023
Hey all, I created a report that shows the cumulative number of deals in a certain stage analyzed over time. x-axis: became "stage" date y-axis: count of deals The problem is that the report also includes deals after they already ch read more
0 upvote
6 Replies
September 27, 2023 06:41
Sure, please find them attached:  
Edyta7510 on September 27, 2023
Hello, I'd like to find a way to be able to edit line items associated with deals "in bulk" just like we can edit deal properties in bulk from the deal view. anything that can prevent from entering every deal and then entering every single line it read more
Community Manager
September 27, 2023 16:32
Hi @Edyta7510 , Thank you for your inquiry. Here are some options to achive your goal. 1. Update the line items on all deals more
SV51 on September 26, 2023
Is there a way to retain utm info on HS form for some time (eg 30 mins or so)? I have a lot of utm info getting dropped off between HS --> SF.
0 upvote
2 Replies
Top Contributor | Diamond Partner
September 28, 2023 14:25
Can you post screenshots of an example? It sounds like you may have a field mapping issue where Salesforce is overwriting the data in HubSpot.
PatEnergy on September 26, 2023
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
1 upvote
2 Replies
Thought Leader | Elite Partner
September 27, 2023 08:37
Hey @PatEnergy - great question. (and thanks for the tag @BérangèreL 🙂 ) In my experience, I'm in agreement that calculating ARR with more
Anansh1 on September 26, 2023
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
0 upvote
1 Reply
Hall of Famer | Partner
September 26, 2023 11:43
Hi @Anansh1 , could you explain what exactly you mean when you say segment?
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