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msoren42 on März 20, 2025
Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall Beitrag ansehen
0 Likes
3 Antworten
Teilnehmer/-in | Gold Partner
März 20, 2025 19:12
I recommend creating a UTM taxonomy (example below) : Once this is done, you can map it to the Original/Latest Source in HubSpot for clari...Beitrag ansehen
Gelöst
JBleys on März 20, 2025
I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a Beitrag ansehen
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1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
März 20, 2025 05:38
Hi @JBleys , This feature refers to emails that you track/log to HubSpot, since it's based on your personal connected email address. Records w...Beitrag ansehen
MFontbernat on März 19, 2025
We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email Beitrag ansehen
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2 Antworten
Teilnehmer/-in
März 20, 2025 08:00
Thanks @kennedyp Testing it now.
Gelöst
Jerrelle630 on März 19, 2025
Hello all. I am very new to HubSpot and the community and have been flying by the seat of my pants lately. I am currently trying to put together a report (pivot table) that houses multiple objects. Individually, the objects each have their own owner Beitrag ansehen
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7 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
März 19, 2025 10:24
@Jerrelle630 you can add leads as a secondary source, but if your primary source is contacts, and some leads are associated to companies only, they...Beitrag ansehen
Gelöst
LisaSheppard on März 19, 2025
Hi all, I'm trying to create a field that shows which quarter a deal will close in, and struggling to see if it's possible in the calculations fields within deal properties. I want to show Close Date = 27-Jul-25 Quarter Close = 2025-Q3 Beitrag ansehen
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5 Antworten
Akzeptierte Lösung
Mitglied
März 19, 2025 09:40
Create a new calculation property on the deal object. Paste the following formula into the calculation field. It will work. I have included an ima...Beitrag ansehen
Michael-Ellis on März 19, 2025
We provide enterprise SaaS systems to banks and lenders which can have some complexity on the product, pricing and timing of pricing... would really appreaciate if anyone has any guidance or examples of a similar setup we can use. We have a core sy Beitrag ansehen
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2 Antworten
Mitglied
März 19, 2025 19:49
That pricing structure makes sense, especially with the mix of fixed and variable components. Having projected levels upfront could help with forecas...Beitrag ansehen
ASobusiak on März 19, 2025
Good day, does HubSpot allow you to block private email addresses from being entered in place of a work email address (e.g. email addresses from popular domains: gmail, yahoo, outlook, etc.)? Is it possible to create such a rule? I tried using R Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 19, 2025 08:51
I don't mean tracking or not tracking emails sent to specific and from specific domains. I mean the Contact creation form, to which we will add valid...Beitrag ansehen
helplease on März 18, 2025
Under a contact's activity feed, I get a lot of emails and activities that does not belong to that contact or associated deals. I tried to manually removed them, refresh, but nothing changes. Besides the fact that this same situation is in several Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
März 19, 2025 06:47
Hi @helplease and welcome, it's such a pleasure to see you here! 🌞 Great question, thanks for asking the HubSpot Community! For information...Beitrag ansehen
JSingh60 on März 18, 2025
For an external integration, I am getting the values in Multiple Checkboxes field. I want to save these values in another field with field type - rich text field. How can I achieve this
0 Likes
2 Antworten
Mitglied
März 18, 2025 16:06
@BBaber Yes. The multiple checkboxes field is in HubSpot
alexagatiss on März 17, 2025
How can I create a workflow that notifies a contact owner if their contact opened an email more that once?
Mitwirkender/Mitwirkende
März 18, 2025 09:10
Okay! So this is possible its just really hard and difficult... First you need to decide on a trigger: something like every Email which has "XXX" in...Beitrag ansehen
Vetromark on März 17, 2025
Can anyone tell me what makes some properties unavailable in the Additional Condition filter of a rollup property? I created a calculation field on the deal record to indicate if it is an active deal or not, and it returns true/false. I'm trying to Beitrag ansehen
0 Likes
2 Antworten
Mitglied
März 19, 2025 10:11
It is possible that: Other true/false fields are standard HubSpot fields, and Other calculation fields output numerical values, but that HubSpot ...Beitrag ansehen
Gelöst
Carmel97 on März 17, 2025
how to fix this? once i created a followup meeting in hubspot it will not enroll because it says event meeting booked occured but the meeting is after 2 days.
0 Likes
4 Antworten
Akzeptierte Lösung
Trendsetter/-in
März 17, 2025 12:34
Hi @Carmel97 Thanks for the additional information. The trigger you have selected is the wrong one - see definitions here . Try the...Beitrag ansehen
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