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JPairis en Octubre 03, 2023
Hi community gang, I'd like get the deal data 'Entered Stage Date' as is available in the report builder, but I can't find the internal name. The goal is to see if I can extract the information from this 'property' by API calling, as it fr Leer más
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BTadyik en Octubre 03, 2023
Hello! I am trying to know if it is possible to create a LinkedIn post automatically about our new deal with a new customer, every time my company signs a new contract. New contract information is in Sales > deals thanks in advance
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2 Respuestas
Octubre 03, 2023 05:56
Thank you Karsten! I am going to test this.
mzebib68 en Octubre 02, 2023
Hi, I've searched into the community but did'nt find any process to get this scenario. How can we update/synch new exchange rates for any open opportunities without changing the revenue (in local/company currency) set at the time of the clos Leer más
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2 Respuestas
Colaborador líder | Partner nivel Elite
Octubre 02, 2023 13:47
Alright, @mzebib68 , I see you're working on a portal with multiple currencies and you're concerned about updating the currency value for active de...Leer más
TPesach3 en Octubre 02, 2023
Hi all, Just added a chat flow to my website. trying to collect only Contact names and phone numbers (Without an email). I see when I don't collect email addresses it doesn't create a contact in my CRM. Is this solvable? am I missing something? Leer más
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4 Respuestas
Colaborador líder | Partner
Octubre 02, 2023 09:22
Hey @TPesach3 Kindly read this article you will get an understanding of why it's not a best practice to create a contact in HubSpot without an...Leer más
JDong en Septiembre 30, 2023
I find the Subscriber top Lifecycle Stage a bit of an oddball to deal with, because it almost seems to be like it should exist outside the funnel entirely. Obviously in a perfect world, someone moves from Subscriber to Lead to Customer, etc. But bec Leer más
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2 Respuestas
Líder intelectual | Partner nivel Elite
Octubre 02, 2023 08:48
Hey there @JDong . Agreed - the nuance of the customer journey is one that cannot be ignored. Honestly, I kind of ignore that specific lifecycle sta...Leer más
MBurack en Septiembre 28, 2023
Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info Leer más
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3 Respuestas
Colaborador | Partner nivel Platinum
Septiembre 29, 2023 09:04
Hi @MBurack ! To answer your question, " How would you set up the transition the lifestyle change and also the lead status change" > It s...Leer más
JCaliguire en Septiembre 28, 2023
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa Leer más
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Accepted Solution
Miembro del salón de la fama | Partner
Septiembre 28, 2023 14:46
Hi @JCaliguire , The best tool for this are sequences: In short, the...Leer más
kevinphelps en Septiembre 28, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con Leer más
Administrador de la comunidad
Septiembre 28, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketp...Leer más
LHysell en Septiembre 28, 2023
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi Leer más
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4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Septiembre 28, 2023 10:54
Hi @LHysell , It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where pos...Leer más
JClementson en Septiembre 28, 2023
when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?
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Administrador de la comunidad
Septiembre 28, 2023 16:27
Hi @JClementson , Happy to help here! When you say "attachments", are you referring to file attachments on a contact record? e.g. JPEG ...Leer más
JCaliguire en Septiembre 27, 2023
I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Septiembre 27, 2023 15:38
Hi @JCaliguire , Yes, this can be done by bulk assigning ownership as explained here: más
PatEnergy en Septiembre 27, 2023
Hey all, I created a report that shows the cumulative number of deals in a certain stage analyzed over time. x-axis: became "stage" date y-axis: count of deals The problem is that the report also includes deals after they already ch Leer más
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7 Respuestas
Octubre 02, 2023 05:01
Hey @karstenkoehler - do you already have any new insights on this matter? Best, Patrick
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