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stuartbalcombe on August 10, 2022
One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based read more
Community Manager
August 11, 2022 00:49
Hi @stuartbalcombe Thank you for sharing this with the community!!
Wavelengthimage on August 09, 2022
Hello! I am looking for a way to generate an email notification when a contact is created from a Facebook form submission. The Facebook Ads account is linked to Hubspot in the marketing menu. How do I have everyone on my team get an email when t read more
1 upvote
1 Reply
Top Contributor | Platinum Partner
August 09, 2022 23:08
Hey @Wavelengthimage , when you've set up everything for your ads account including lead syncing within the settings (Tools > Ads > more
jolle on August 05, 2022
How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more
August 10, 2022 05:39
Thanks so much, and glad to hear that this was helpful! Best of luck to you and the team with your pipeline re-engagement campaigns 🙂
BukunmiOdetayo on August 04, 2022
Hey, hubspotters? I hope things are going well over there. I have been following our academy professor @KyleJepson on LinkedIn for some time now, and Kyle shares the latest updates, features and properties that make your using the HubSpot CRM read more
5 Replies
Top Contributor | Partner
August 05, 2022 13:36
Thanks for this @Jnix284 Sincerely, HubSpot has got so much for us and we're not ready for it yet. I look forward to us exploring these more
YuliaD on August 04, 2022
Hi! We have our main Handoff Workflow that is creating a new Contact+Company+Deal+Ticket for each new customer. This Workflow is associatiating the new Ticket to all "Companies Associated to the enrolled Contact". Currently we are moving our Onboa read more
1 upvote
2 Replies
Accepted Solution
Top Contributor | Platinum Partner
August 04, 2022 03:41
Hey @YuliaD , thank you for getting into detail about your question. This really helps understand what you're trying to do. Unless I more
AMiller7 on August 03, 2022
Hi! When a customer is un-enrolled from a sequence, but we see the need to keep them in the same sequence, I'd like a way to quickly re-enroll them at the same step (or next step) with the same dates without having to reset the steps and dates of th read more
0 upvote
2 Replies
August 05, 2022 05:36
Thanks, Levi. We have HubSpot Sales Professional, but I'm not sure the workflow is exactly what we would need here. If I set a sequence with 3 steps more
JDundas on August 03, 2022
Hello, We have an affiliate we work with who frequently sends us leads for prospective clients who would like to receive a demo of our software on Zoom. What we've done is we've provided our affiliate with their own unique calendar link they can us read more
0 upvote
1 Reply
Top Contributor | Elite Partner
August 03, 2022 21:45
Hi @JDundas , does creating a UTM per affiliate meeting work for you in the tracking URL builder? Via reports > Traffic analytics > Tracking more
KPayne1 on August 02, 2022
Do you know if there is a way to add a "country" or "state" property to a task view?
0 upvote
1 Reply
Community Manager
August 02, 2022 14:47
Hi @KPayne1 hope you are doing well 🙂 At this time, it is not possible to filter by state or country, as those are contact-based more
ABundel on August 01, 2022
Hello Everyone, I am trying to create Hubspot Tracking URLs for youtube links. But I don't know why it is not working, I can't see any traffic. Can anyone provide me with any solution? Thanks and Regards Atul
0 upvote
3 Replies
Top Contributor
August 02, 2022 00:29
Hello @ABundel , Okay you are sending emails with CTA's or simply links set in text of email content so one thing I want to tell you that more
Edyta7510 on August 01, 2022
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac read more
Accepted Solution
Key Advisor
August 01, 2022 03:23
Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you more
ScottKiessig on July 29, 2022
If a contact is crawling our site and visits multiple pages in a single session, I would like to generate a task for a salesperson to reach out to them. I cannot figure out how to trigger it only when the multiple views are in the same 24 hr period. read more
0 upvote
1 Reply
Key Advisor | Partner
July 30, 2022 04:51
Hi @ScottKiessig , I think I found an option in the workflow you can test to see if it works better than the cumulative page views. more
MBrommekamp on July 28, 2022
In our pipeline, we would like to automate that the deal owner receives a task every 2 days if the deal has been in a certain stage for 4+ days. I was only able to create tasks for a single time, but I was not able to set them to "repeat" after read more
1 upvote
3 Replies
Accepted Solution
Top Contributor | Platinum Partner
August 04, 2022 03:27
Thank you again @TiphaineCuisset for getting me in on this. @MBrommekamp , there are a couple of ways to go about this. The easiest would more
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