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
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
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!
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
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
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
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
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
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
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
@LDre0 assuming that every username, without exception, follows the convention of first name, followed by a space character, followed by last name,...read more
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
Olá, @GMendes4 ,
Começar a usar o HubSpot, especialmente como administrador encarregado de implementar um CRM do zero, pode parecer assustador...read more
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
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
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
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
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