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Solved
WBetancourt9 on July 21, 2024
How can I create those tabs in the contact list view to organize the different contact lists that I have? Thank you
0 upvote
4 Replies
Accepted solution
Hall of Famer | Elite Partner
July 21, 2024 21:36
Hi @WBetancourt9 happy to help with getting tabs set up for your contacts. Those tabs are called "saved views" - you can find the instructio...read more
Solved
OBetzalel on July 21, 2024
Hi, Simple request - I want to be able to send internal email to a user if a new contact has been created under the company. The company owner is dynamic and we need a functionality that once a contact is created, we want to set that the company read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 21, 2024 07:55
@OBetzalel this would still only happen if there was also at least one contact created in the past 24 hours. The removal of a contact alone would n...read more
Solved
AKoleno on July 19, 2024
I am looking for a solution to the following problem. We receive leads via email from multiple manufacturer's whose products we sell. What I am trying to do is figure out how to automatically create an 'unassigned' contact from the lead information read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
July 19, 2024 09:53
Hey @AKoleno so 1 option could be to give your manufacturers a HubSpot form for them to complete with the order/client information, but this cou...read more
Solved
Coopr on July 17, 2024
I see how I can create an Invoice from a Deal. When I do so, some aspects of the Invoice are populated from the Deal (like the Contact). However, the Line Items in the Invoice are not updated from the Deal. What I'd like to have happen i read more
0 upvote
1 Reply
Accepted solution
Member | Gold Partner
July 18, 2024 08:21
Hey @Coopr , Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, ...read more
TimDavies on July 16, 2024
Hello Hubspot Community. It's a pleasurte to join you all. I'm looking for a recommendation for a resource inside or outside the HubSpot academy that will guide me through the process of configuring HubSpot, prior to importing contacts. I kno read more
0 upvote
1 Reply
Thought Leader | Platinum Partner
July 17, 2024 04:57
Hey @TimDavies welcome to the group! It's great you're already thinking about how you want to organise your contacts, that's a first step a lot of ...read more
Solved
Nico80 on July 16, 2024
Hello I am new to Hubpsot and hoping someone is able to assist me. I want to send an email to a contact but from one of our team members. I have clicked on the user's name and then when I try to change the "from email address" it does not come wi read more
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
July 16, 2024 13:28
Hey @Nico80 just to clarify are you looking to send a sales email or a marketing email? The sales email would be what you see when you either se...read more
Solved
JvanSchaick on July 16, 2024
Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective read more
1 upvote
1 Reply
Accepted solution
Top Contributor | Partner
July 16, 2024 06:35
Hey @JvanSchaick You can follow this ultimate sales process guide to help you set up and give an idea of how you can align the sales process i...read more
AditiSood22 on July 16, 2024
I want to understand is there a way I can auto-populate timestamps in the workflows that I have created? I have creted 2 different workflows to auto populate Lead Creation Time and First Time Contact properties to calculate a third property called L read more
0 upvote
3 Replies
Hall of Famer | Partner
July 16, 2024 03:56
@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:
jforte on July 16, 2024
If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for read more
Top Contributor
July 17, 2024 17:43
Thanks for the kind words @PamCotton !! I would be really happy to share more about that in September (wink wink) ❤️
Solved
YuliaD on July 14, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more
Accepted solution
Hall of Famer | Partner
July 15, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...read more
Solved
NatFrilay on July 12, 2024
Hi ! I would like to create a free text section in the company profile page where I could write about the sales strategy for this company. How would you go about it?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 12, 2024 08:56
Hi @NatFrilay , One option would be a custom company multi-line text property: https://knowledge.hubspot.com/properties/create-and-edit-prope...read more
Solved
robertmaclean on July 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 12, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: https://knowledge.hubspot.com/wor...read more
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