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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
hey37 on February 29, 2024
So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa read more
0 upvote
1 Reply
Guide | Elite Partner
February 29, 2024 20:49
Hi @hey37 , Great question about changing a process. So my recommendation is not only for this but in general with a Process change is ...read more
ECole on February 29, 2024
I am trying to figure out a couple of things. 1) whichs of our products are purchased first by contacts. We have a number of free courses that generates a $0 deal and want to be able to say "X% of people purchases this product as their 1st purchase read more
0 upvote
1 Reply
Guide | Elite Partner
February 29, 2024 20:59
You might need to testout some Cross-object Reporting here. However I have found a new BETA Update that might solve your use-case CRM PLATFO...read more
jmetal on February 29, 2024
Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root dom read more
0 upvote
1 Reply
Top Contributor
February 29, 2024 11:04
@jmetal , I have seen 2 main solutions to this problem. 1) Exclude certain domains from the automatic association: https://knowledge.hubspot.c...read more
Solved
MBrown999 on February 29, 2024
Hi, This post is going on 5 years old. Is Phil's solution of creating bespoke fields in the contact form and then creating a workflow to copy those fields to a deal record still the only way to automatically create a deal? https://community.hu read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 29, 2024 09:55
Hi @MBrown999 , I'd say so, yes, this still holds true 🙂 Best regards!
SRenaud on February 29, 2024
Our sales team is looking for a way to track future potential sales. When a client mentions their future plans but aren't yet ready to begin discussions. We need: A way to see the opportunities that may be coming up as a team Reminders to con read more
0 upvote
1 Reply
Contributor
February 29, 2024 10:29
Hi @SRenaud , It depends what kind of information you need to record for these potential opportunities/deals. Do you have a set list of product...read more
RetailTim on February 28, 2024
We're a retailer and we want to track our wholesale and distributor contacts from first contact through to acceptance (of us as a retailer / them as a supplier). So it's kind of like sales, but in reverse: selling them on us as a customer and then t read more
Participant
February 28, 2024 16:55
Hi @RetailTim , I think you're spot on to say it's like sales. You are selling your business as means to sell other people's products. Without knowi...read more
MRoberts8 on February 28, 2024
For some reason, some calls and emails from contacts are automatically getting associated with their associated, open deals and other are not getting associated and therefore not showing up in the activity field of the deal. Is there a way to en read more
0 upvote
1 Reply
Hall of Famer | Partner
February 28, 2024 14:02
Hi @MRoberts8 , HubSpot has a good overview of how automatic association works: https://knowledge.hubspot.com/records/associate-activities-wi...read more
val_spot_on on February 28, 2024
Hello HubSpot Community, I'm currently adjusting the layout of the left sidebar for my contacts. I'd like to ensure that it remains collapsed by default whenever I open a new contact, allowing for a cleaner appearance. Ideally, I'd like the ability read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 28, 2024 12:39
Hey @val_spot_on so the standard functionality in HubSpot is to keep open/closed the tabs from one record to the other. But there is no poss...read more
Solved
JMorchipont on February 28, 2024
Hello, I'd like to gather some thoughts about what would be the best way of extracting a list of contacts that are linked to a company. I have a view of companies based on specific filters that are on companies properties, and I want to be able t read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 28, 2024 10:51
Hi @JMorchipont , This is best done with a contact-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists When you cr...read more
OTOUZÉ on February 28, 2024
Hello, Hello, I use the free version of hubspot. I'm an administrator. One of the users has configured the MFA and would like to delete it. He can no longer access his account. How can I deactivate the MFA for this user? I've looked everywhere and read more
0 upvote
2 Replies
Member
February 28, 2024 11:44
Thank you for your reply. I'm going to test this with the user and I'll come back to tell you if it's OK.
ABadea73 on February 27, 2024
How do I determine whether HubSpot can serve as a comprehensive solution for managing BOTH customer and internal team emails, taking into account the convenience of having all communications in one platform versus potential workflow adjust read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 28, 2024 11:36
Hey @ABadea73 so the best way to replace the thousands of internal emails/whatsapp messages/messages between the team members IS to use HubSpot....read more
Solved
Arnunes on February 27, 2024
Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea read more
Accepted Solution
Recognized Expert | Platinum Partner
February 27, 2024 15:10
Hi @Arnunes , At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...read more
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