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MiaSrebrnjak on January 31, 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. read more
Community Manager
February 13, 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...read more
Solved
m13drk on April 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...read more
LWest0 on April 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen read more
0 upvote
1 Reply
Hall of Famer | Partner
April 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...read more
Solved
R_A10 on April 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...read more
underham on April 11, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed read more
0 upvote
1 Reply
Top Contributor | Partner
April 12, 2024 05:28
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...read more
Solved
JFawcett on April 11, 2024
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2024 11:49
Hi @JFawcett , I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...read more
ELAI24 on April 10, 2024
Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M read more
0 upvote
1 Reply
Hall of Famer | Partner
April 10, 2024 23:59
Hi @ELAI24 , No, that's not possible. Sequence emails will always be sent via a connected inbox and not a connected email sending domain. ...read more
VLingvyte on April 10, 2024
I am trying to figure out the best way to create stages in a pipline. For context: we have a subscription product and additional supporting products that can be used as a one-off. they can be purchased at the same time or add ons can be purchased read more
1 upvote
2 Replies
Participant
April 11, 2024 17:30
Thank you. I actually watched that training before submittign my question. But maybe I stated my question wrong. how do you use sales/marketing hub a...read more
Bdubs on April 10, 2024
Hello, I'm utilizing the task queues and want to know if I can set a specific contact to automatically enter back into the same task queue after completing a task. Best,
0 upvote
2 Replies
Contributor
April 10, 2024 18:36
Hi @Bdubs Unfortunately HubSpot does not natively support creating a new task on the completion of the previous task and workflows do not suppo...read more
Solved
TJeanbaptiste on April 09, 2024
Is it possible to import invoices?
0 upvote
2 Replies
Accepted Solution
Community Manager
April 10, 2024 05:17
Hi @TJeanbaptiste , I hope that you are well! I checked for you and at the moment this is not possible. I’ve noticed a similar idea already pres...read more
TKhouri on April 09, 2024
I'm looking for a way to create a Company property where the options for the property is the list of companies. I'm trying to build out the network/connections of our clients and prospects. For example, XYZ does business with ABC and DEF also does b read more
0 upvote
1 Reply
Contributor
April 09, 2024 18:46
Hi @TKhouri Exploring the connections between your clients and prospects to build out a comprehensive network can offer significant insights. Wh...read more
zachtaylor on April 09, 2024
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more
Thought Leader | Platinum Partner
April 10, 2024 08:27
Could be that the contact filled the form in the same device (Pc or mobile) OR in the same tracked site (landing, website page) Here is an artic...read more
Solved
SThatcroos on April 09, 2024
Hey All, My curiosity clicked the try the "beta mode" in our Hubspot, and I currently prefer the old look - just searching advise on how to revert back to the older version of Hubspot? Thanks in advance.
0 upvote
5 Replies
Accepted Solution
Thought Leader | Platinum Partner
April 09, 2024 11:42
Hey @SThatcroos to switch back into the old navigation menu go to your profile pic, open the menu and click "Switch to the original navigation...read more
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