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SWright56 on September 23, 2023
I imported 26,000 contacts from my bookkeeping program but it is mixed with people and companies. Is there a way I can select the companies in contact and move them to the company's contacts?
0 upvote
2 Replies
September 24, 2023 08:06
Yes, you can separate the contacts into individuals and companies using most contact management or CRM systems. Here's a general step-by-step more
BernieINCAPTO on September 22, 2023
We are looking for a free/cheap tool in order to launch a Referral Program. Give a 25€ discount to a collegue and if him/her buys you get 25€ to your account.
0 upvote
1 Reply
Community Manager
September 22, 2023 16:27
Hello @BernieINCAPTO thank you for posting in our Community! I want to share our marketplace page here with some integrations that offer more
MiaSrebrnjak on September 21, 2023
Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more
10 Replies
Accepted Solution
September 20, 2023 15:09
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): more
RSaraiva on September 21, 2023
Hi, I am an independent CRM Consultant working for 3 companies. Is it possible to have inside my account these 3 accounts? Each having its own leads and clients etc? I also need to do the CRM of my own company. Thank you!
0 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
September 21, 2023 11:47
Hi @RSaraiva , Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, more
CateDuarte on September 21, 2023
Hi all, We have a customer that requires a 2 step approval process. We added a manual step to the workflow that combines a Deal property and a task. Unfortunately I can only add a event based delay using either a quote property change or a pre read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
September 21, 2023 10:55
Hi @karstenkoehler yes. So these are the steps: - Sales rep creates quote and submits for approval - Workflow is triggered with more
hannalindquist on September 21, 2023
Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?
1 upvote
7 Replies
September 21, 2023 07:19
Yes, that's been the issue unfortunately that people have missed the notifications due to it being automaticlly assigned to the "wrong" person in more
SStewart3 on September 21, 2023
Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more
0 upvote
10 Replies
Hall of Famer | Partner
September 21, 2023 02:30
Hi @SStewart3 Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details. more
KChester on September 20, 2023
i Have a company property which has radio select. I wish to have 1 of the radio select options to have mulitple select dropdown as an option
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:21
Hi @KChester , This is would be great but is not (yet) possible. Other users have requested this before: more
Nikkk on September 20, 2023
Hello, I am looking for solution how to count number of contacts which were last contacted in specific time period (month, quarter e.t.c) by each company. The maid idea is understand the share of contacted contacts in last month for each compan read more
0 upvote
2 Replies
September 21, 2023 08:06
Hi Karsten, Thank you for support! Successfully built that. Also I simplified the task and create one workflow by using branch instead of more
05469 on September 20, 2023
Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?
0 upvote
1 Reply
Hall of Famer | Partner
September 20, 2023 08:45
Hi @05469 , This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: more
BilalAhmad on September 20, 2023
I have 2 deal pipelines in Hubspot. A and B. I want to create a workflow that allows me to check if the account/company in pipeline A matches pipeline B - if so I want to overwrite the deal properties like deal stage etc for the company in pipeline read more
0 upvote
2 Replies
September 20, 2023 07:14
Oh, okay. Do you think it would be possible via zapier somehow? Also, just to be sure, the company has 2 deals attached to it. One from pipeline A more
LOosterhoff on September 20, 2023
Within our organization, we're looking to run campaigns aimed at reactivating cold SQLs (Sales Qualified Leads) and Opportunities (Opps). We're wondering about the most effective approach using Lifecycle stages (or maybe lead status). Our plan is read more
0 upvote
1 Reply
Contributor | Elite Partner
September 20, 2023 06:10
@LOosterhoff Great Question! here's a super quick Loom for full context and visual explainer 🚫 Moving life-cycle stages backwards more
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