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Solved
Justjac0by on September 18, 2024
I use HubSpot for a travel agency, and I don't have any products as such loaded since each request is a new, personalized business. I would like to know how I can get information about which destination is the most requested among all the deals open read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
September 18, 2024 13:56
Hi @Justjac0by , A custom property is the right way to go. If there is a defined, finite list of destinations, I'd recommend a drop-down prope...read more
OBetzalel on September 18, 2024
Hi, We have removed all deals records from the system, and we noticed that the line items records are still existing within the system. How can we delete them? It is affecting the reporting. Thanks!
0 upvote
2 Replies
Top Contributor
September 18, 2024 07:43
Hi @KhushbooRevOps , How do i get to it within the setup? I can't find. Thanks!
Solved
JCiszewski on September 18, 2024
Hi there! I'm new to HubSpot. I'd like to know if I can create a workflow which would be closing conversations from my inbox based on a contact propoerty value. I want to close any conversation in my inbox that has a certain value in the read more
0 upvote
2 Replies
Accepted solution
Member | Platinum Partner
September 18, 2024 05:22
Hi Jakub, It looks like this is currently an idea on the ideas forum. This means that as of now there is no HubSpot default action that wo...read more
TMcEnany on September 17, 2024
Hello, I’m having trouble adding a dropdown feature to a form. I can see the contact type in the form list but it’s dithered out and I’m not able to add it to the form. The account I’m working on was recently downgraded to a basic account. C read more
0 upvote
1 Reply
Hall of Famer | Partner
September 18, 2024 00:05
Hi @TMcEnany , What do you mean by basic account, are you on the free tier now? Could you please check in the property settings whether ...read more
Solved
COGorman on September 17, 2024
Hi Guys, A brief question. I am currently managing all outbound emails and lead generation proccesses. I build data and run some campaigns with a CTA to book a call. Is it okay to market to these contacts - Ebooks and Newsletters if they read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 17, 2024 08:02
Hi @COGorman , The short answer is, in most cases, no. If contacts had the chance to provide their consent to receive marketing emails and cho...read more
LGlossenger on September 13, 2024
Hello everyone! Our company has been utilizing the HubSpot Office 365 add-in for a while now, primarily for logging customer interactions and assigning tickets internally using a few hashtag techniques. I'm interested to learn how others are read more
0 upvote
1 Reply
Community Manager
September 16, 2024 12:25
Hey @LGlossenger ! Great question for discussion--thanks for sharing! I found this thorough walkthrough of the O365 tool by a HubSpot use...read more
AProyectos on September 13, 2024
hi i’m elena and i’m having some troubles importing my contacts and companies. can anyone help me? 🙂 i am importing two different files excel, one for contacts and one for companies. in both there is a column in common, the RecordId of the co read more
0 upvote
2 Replies
Member
September 13, 2024 07:19
yes they match, there are no errors in the properties or anything else? Thank you
Solved
LDre0 on September 13, 2024
Hello there, we have an Hubspot integration with a LMS wich sends the name of the customer as one field (user name), which cannot be mapped to the Hubspot property NAME. Is there a workflow to copy the information from USER NAME to the Hubspot p read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
September 13, 2024 09:02
@LDre0 assuming that every username, without exception, follows the convention of first name, followed by a space character, followed by last name,...read more
GMendes4 on September 12, 2024
Olá, Atualmente já trabalho com T.I porém tenho uma oportunidade de implementar um CRM em uma empresa e ser o "Administrador" em criar processos e automações, implementar do zero, porém nunca nem mexi com isso. Vocês tem algumas dicas e um d read more
0 upvote
1 Reply
Hall of Famer | Partner
September 13, 2024 00:27
Olá, @GMendes4 , Começar a usar o HubSpot, especialmente como administrador encarregado de implementar um CRM do zero, pode parecer assustador...read more
Mlho on September 12, 2024
Hello, Is there any way to automatically update a list based on a form submission. I have a form that gets sent out each quarter to a certain contact in a company. In the form, there is an option to request the next form be sent out to a differe read more
1 upvote
2 Replies
Key Advisor
September 13, 2024 12:35
Hi @Mlho Utilize workflows to update a custom contact property and manage your list accordingly. First, create a custom property for the new...read more
Solved
Mlho on September 12, 2024
Hello, I am wondering if there is any way to better visualize my form results? I have a form that has over 100 submissions but the current analytics are not very easy to digest. I want to be able to mimic the Google Form spreadsheet where each r read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 12, 2024 14:39
Hi @Mlho , If you're after a spreadsheet like view, your best option is a filtered saved view: https://knowledge.hubspot.com/records/view-and...read more
Blokeoverthere on September 12, 2024
Hi, I was wondering if anyone had any tips or tricks for when creating a quote with a BOM that the quote only shows the sum of that BOM not every line? E.g. I have 1 x display, 1 x aerial, 1 x power block, 1 x remote. I can list all items bu read more
0 upvote
2 Replies
Participant
September 18, 2024 11:04
Im guessing no then with the tumbleweed 😄
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