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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.
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When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...Lire la suite
Hey everyone! I'm looking to create an active list that pulls new contacts that are created from a specific form. I can't seem to figure it out. Eventually I'd love to have a list of new contacts that have come in for each of the different forms w Lire la suite
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
Au panthéon de la communauté | Partenaire solutions
Mars 27, 2024 00:58
Hi @KArbova ,
By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...Lire la suite
Hello, Is it a possibility to input a picture into a snippet yet? It would be really helpful to use it as an addition to a signature, as hubspot don't yet allow the option of 2 different signatures to be used. Thank you!
Hi @NMackay , While snippets doesn't support the option to allow photos, if your intent is to use it to load different signatures. You could use...Lire la suite
Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon Lire la suite
Hello fellow HubSpot enthusiasts! I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks a Lire la suite
Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships...Lire la suite
Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 26, 2024 05:53
Hi @NT_ ,
Once a deal is closed lost, it should stay closed lost. This movement is permanent and you could consider it from another angle: Onc...Lire la suite
Hello, has anyone experience this change. Line Items and their default 'unit' is showing as percentage instead of USD. Everytime we do addin of the line items, we need to change that back. Is there a way to change the default setup. Lire la suite
Hey @JAugustinova , thank you for posting in our Community!
It seems there may be a configuration issue within HubSpot that's causing line i...Lire la suite
Hello, I'm importing lists that do not have email or phone numbers on them. Without either of the two, the existing contacts are not being updated and rather a new contact is created. My focus is more on the address as these are real estate Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 26, 2024 00:47
Hi @Bdubs ,
If you want to update contacts during an import and don't have an email address, you would have to work with the record ID: https...Lire la suite
I use Task Queues to help me organize the various types of tasks. I have now reached the maximum of 25. Is there a way to get more? Am I using Task Queues incorrectly? It seems like 25 would be too low. Is there a way to better organize the t Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 26, 2024 00:49
Hi @davidj ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com...Lire la suite
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w Lire la suite
Hi @JMayhew6 ,
I personally lean towards option B) because it helps us avoid:
Overwriting the Sales owner and potentially losing clarity in ...Lire la suite
I just got Monday and love that it integrates with HS. My question though, is how do I make the list automatically add contacts the same way my current contacts directory is adding contacts for me? It seems there's no way to create a list with no cr Lire la suite
Hey @NHalter , thank you for posting in our Community!
I would recommend beginning by exporting your contacts from HubSpot. HubSpot typi...Lire la suite
Hey @val_spot_on it's a tricky question. Sequence emails come from your actual mailbox, not a HubSpot server. Deliverability is domain based and no...Lire la suite
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