Tips, Tricks & Best Practices

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Coopr 7月 17日, 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 続きを読む
0 いいね!
0 コメント
TimDavies 7月 16日, 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 続きを読む
0 いいね!
1 コメント
ソートリーダー | Platinum Partner
7月 17日, 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 ...続きを読む
解決済み
Nico80 7月 16日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
ソートリーダー | Platinum Partner
7月 16日, 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...続きを読む
JvanSchaick 7月 16日, 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 続きを読む
1 いいね!
1 コメント
トップ投稿者 | Solutions Partner
7月 16日, 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...続きを読む
AditiSood22 7月 16日, 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 続きを読む
0 いいね!
3 コメント
殿堂入り | Solutions Partner
7月 16日, 2024 03:56
@AditiSood22 there's a newly launched beta for datetime properties which should work for your requirements:
jforte 7月 16日, 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 続きを読む
トップ投稿者
7月 17日, 2024 17:43
Thanks for the kind words @PamCotton !! I would be really happy to share more about that in September (wink wink) ❤️
解決済み
YuliaD 7月 14日, 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 続きを読む
ベストアンサー
殿堂入り | Solutions Partner
7月 15日, 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...続きを読む
解決済み
NatFrilay 7月 12日, 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 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 12日, 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...続きを読む
解決済み
robertmaclean 7月 11日, 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 続きを読む
0 いいね!
2 コメント
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殿堂入り | Solutions Partner
7月 12日, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: https://knowledge.hubspot.com/wor...続きを読む
解決済み
04509 7月 11日, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I work thr 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 12日, 2024 00:00
Hi @04509 , No, this is currently not possible out of the box and would require working with the HubSpot API and the help of a developer. Ther...続きを読む
解決済み
MChanning 7月 11日, 2024
I give up. I thought there woudl be an intuitive way to upload images to the library, so I can imsert images into my email templates. Not so!! But this is HubSpot!! Could anyone help me please? Thank you. Mike
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 11日, 2024 10:13
Hi @MChanning , @MChanning wrote: Not so!! What makes you think that? You can upload images by following these steps: https://...続きを読む
解決済み
SKeohan 7月 11日, 2024
I am trying to create a list of companies based on a certain person creating them. For example our admin added some clients to the system on behalf of my director and I want to find which clients they were, Ive tried creating a list based on 'Create 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
7月 11日, 2024 04:19
Hi @SKeohan , Just to confirm, how did you look up the user ID? You can either grab this by opening a user record in the settings for 'Users &...続きを読む
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