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JBlake2 on January 11, 2025
I work closely with a hotel to sell my day tours. The hotel has a concierge team who all contact me with enquiries via the same email address. How do I separate or identify each concierge / new deal? I do have other contact details - such as phone read more
0 upvote
1 Reply
Hall of Famer | Partner
January 11, 2025 14:47
Hi @JBlake2 , The email address is the unique identifier in HubSpot – so there's not going to be a way to have multiple contact records with t...read more
TSoule on January 10, 2025
We are trying out HubSpot pro for sales. One thing I'd need to do is to migrate some of our history (manually since no CRM previously) for our current customers and engagements. How can I enter these deals and manually set their stages? I've fou read more
0 upvote
4 Replies
Participant
January 11, 2025 10:37
Thanks, it's really the date and time spent in each stage which I would my executive team wants me to analyze. I'll have to think if adding the deal ...read more
Solved
MNold21 on January 10, 2025
I'd like to set up a Hubspot form to collect details from our partners who will be sending their sales staff to a tradeshow. We want to ask things like... Do you need help with getting credentials, what days are you scheduled at the booth, when are read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
January 10, 2025 13:33
Hi @MNold21 , As long as you organize your properties accordingly, I don't see there being a problem doing this in HubSpot. I'd recommend addi...read more
ESteele0 on January 09, 2025
Hello, I am using Contact to enter all information. Ex: Does anyone know if there is a way to associate ICP or Tier with contact? Or what is the best way to give the contact a rating based on Target Account ? thanks
0 upvote
3 Replies
Hall of Famer | Partner
January 09, 2025 07:39
@ESteele0 it looks like you're on a Starter subscription. Lead scoring is a Professional / Enterprise feature: https://knowledge.hubspot.com/pro...read more
Solved
EmilyLee on January 09, 2025
Dear support I have only one user/seat with my free Hubspot account. I am trying to setup a appointment booking page with Hubspot meeting scheduler. I need to be able to allow booking for multiple appointments at the same time. However with read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 09, 2025 06:30
Hi @EmilyLee , It sounds like there may have been a misunderstanding there – I'm not aware of any capability within the meetings tool that wou...read more
Solved
RReicker on January 08, 2025
Hey All, I am not sure if my subject is helpful or if I am in the right section of the community, but i am hoping to get some information and possibly some instructions. Currently when I want to create a new deal, I follow these steps within HubS read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Elite Partner
January 08, 2025 09:36
Hi @RReicker Thanks for your post, you're in the right place! To answer your first two questions: 1. You can definitely see where th...read more
Solved
mlnativemsg on January 07, 2025
Hello, Trying to set up a workflow where once a user is imported into HubSpot, a task is created and finished immediately, and then a new task is created. Currently, once the user is imported, a task is created, but I then need to finalize t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 07, 2025 14:59
Hi @mlnativemsg , This is easiest done with two workflows – a first one that creates the first task, and a second task -based workflow (not c...read more
06401 on January 07, 2025
We have a custom dropdown property that lists our campaigns for the year. There's a general campaign included, but we want to filter and see which contacts enrolled in that campaign during a specific time, like in January 2025. I was thinking we c read more
0 upvote
1 Reply
Hall of Famer | Partner
January 07, 2025 01:43
Hi @06401 , This can be achieved with a date property and a workflow. First, create a custom date property: https://knowledge.hubspot.com/pro...read more
Solved
TScaleseBDMCP on January 06, 2025
Hi, I'm a relative noob as it relates to building HubSpot. I've used it enough in the past to be dangerous 🙂 I'm looking for best practice recommendations around building dynamic lists. My specific use case is that my website (hosted ex read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 06, 2025 13:15
Hi @TScaleseBDMCP , No need for a custom property. In a contact-list, you can filter directly for form submissions 🙂 https://knowledge.hub...read more
SandrineMayzou on January 03, 2025
Hello and Happy New Year! Has anyone found a way to auto populate the phone country indicator (for example based on Country property) ?
0 upvote
6 Replies
Participant
January 03, 2025 10:58
Hi @BérangèreL , I mentioned the phone country indicator custom property as an example; we can create this with any desired name. First, we c...read more
Solved
BBivens3 on January 02, 2025
Hello, I have created a lead for a company and I would like to have the information for the primary contact associated with that company pulled into the lead. Currently I've tried adding properties to the lead information section with prope read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 02, 2025 15:33
Hi @BBivens3 , Have you tried different sync property settings, such as first created / most recently updated? Since it's only one contact it ...read more
msoren42 on January 02, 2025
Hey all! I have two workflows that are creating a problem because they are working in tandem and creating two tasks at the same time. The triggers for them are a form fill, and the other is 3x web visits. This is meant to ID hot leads. It's gettin read more
0 upvote
2 Replies
Participant | Gold Partner
January 03, 2025 03:06
Hey @msoren42 , Here are some workaround that you can use in your workflows to avoid creating duplicate tasks by adding logic to check if a ta...read more
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