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Solucionado
NHrytsyk on Janeiro 17, 2025
I need to create a property with a date, when my multilane property was last updated. When creating the property, output date picked as "date", and formula last_updated (property)., butvthe fosmula show an issue becouse my multiline property string. Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 17, 2025 15:50
Hi @NHrytsyk , If I understand your question right, simply add a string_to_number function to your formula: Best regards
KBrandt0 on Janeiro 17, 2025
Hi community, I would like to create a custom contact view for one of my colleagues. Since we have multiple teams in the system, he wants a custom contact view that by default only shows contacts from Team A + B but allows him to include Team C + D Leia mais
0 avaliações positivas
2 Respostas
Participante
Janeiro 17, 2025 09:21
Hi Josh, Thanks for your reply! No, i might not have clarified it enough. We already have costume properties to categorise contacts, what i want i...Leia mais
lishba on Janeiro 17, 2025
Hey HubSpot Community, I want to automate the entire conversation before a lead is marked qualified, but I’m looking for a personalized AI chatbot experience—not a basic, direct workflow. Ideally, the chatbot should feel like a human interaction Leia mais
0 avaliações positivas
4 Respostas
Orientador(a) | Parceiro Elite
Janeiro 17, 2025 07:09
@lishba - Yes, HubSpot can automatically send WhatsApp message - but you'd need access to workflows within your subscription. These W...Leia mais
Solucionado
lishba on Janeiro 17, 2025
Hey HubSpot Community, I’ve currently calculated my company's CLV in Google Sheets, but I want all my calculations and insights centralized on the same platform. Since I'm using the free version of HubSpot right now, is there a way I can implement Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Orientador(a) | Parceiro Elite
Janeiro 17, 2025 05:46
@lishba - On your free subscription you can add the 'Customer spend trends' card to your contact and/or company records. More info here. With a...Leia mais
Solucionado
_MMDL on Janeiro 16, 2025
Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 16, 2025 12:53
Hi @_MMDL , Yes, this is possible via the 'Edit record' workflow action in a deal-based workflow: Best regards!
darshanhira24 on Janeiro 16, 2025
Hi everyone, I am Darshan Hiranandani, working on associating primary contact information with a company lead and I am running into a bit of a challenge. I have created a lead for a company and I want the primary contact details (name, phone number Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Janeiro 16, 2025 04:47
Hi @darshanhira24 , Is the contact also associated to the lead or just the company? If the contact is not associated to the lead, then a sync ...Leia mais
COGorman0 on Janeiro 15, 2025
Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? Leia mais
0 avaliações positivas
1 Respostas
Membro
Janeiro 15, 2025 13:15
Let me know if they need a VoIP integration for calling/sms automations. If so email . We're a hosted VoIP intergration partner with Hubspot.
BFlory on Janeiro 15, 2025
Hello Community, I have an urgent problem that I created a form. It should create a company and a connected customer. This works fine, until the moment, where someone (with specific information) hands in another form. Then, sometimes, it overwri Leia mais
0 avaliações positivas
2 Respostas
Membro
Janeiro 15, 2025 06:58
Hello Karsten, thank you for your reply. Do you think it works, when also the company name gets updated? Best regards Ben
Solucionado
SKeohan on Janeiro 15, 2025
Hello, I am wanting to target companies in our HubSpot that have attachments as that means they have more than likely progressed in conversations, is there a way to filter this?
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 15, 2025 05:46
Hi @SKeohan , Yes, you can filter this in a company-based list: https://knowledge.hubspot.com/lists/create-active-or-static-lists ...Leia mais
KWyatt6 on Janeiro 14, 2025
What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Janeiro 14, 2025 17:26
Hey @KWyatt6 , happy Tuesday! I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...Leia mais
msoren42 on Janeiro 14, 2025
Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Janeiro 14, 2025 15:08
Hi @msoren42 , Which page exactly are you referring? Your post sounds like it includes a screenshot but I'm not seeing any. Best regards...Leia mais
Solucionado
GRichey on Janeiro 14, 2025
Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 14, 2025 14:19
Hi @GRichey , Without having more context, options 1 and 2 seem sensible to me – but if possible I would try to gather the information require...Leia mais
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