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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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Thank you to all who have added examples in the thread last week! 🙏
We've selected a couple and featured them in a separate post here to...Lire la suite
Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to Lire la suite
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...Lire la suite
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f Lire la suite
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...Lire la suite
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 17, 2024 08:58
Hi @SZia9 ,
You can create hyperlinked personalization tokens by following these steps: https://community.hubspot.com/t5/Email-Marketing-Tool...Lire la suite
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give Lire la suite
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a Lire la suite
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...Lire la suite
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 15, 2024 08:55
Hi @GIDM ,
No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...Lire la suite
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 12, 2024 05:58
Hi @m13drk ,
The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Lire la suite
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen Lire la suite
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 12, 2024 00:29
Hi @R_A10 ,
Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean?
If so, they are s...Lire la suite
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed Lire la suite
Contributeur de premier rang | Partenaire solutions
Avril 12, 2024 05:28
Hi @underham ,
I think you should be able to do this by using conditional stage properties in your pipeline.
You could create a workflo...Lire la suite
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 11, 2024 11:49
Hi @JFawcett ,
I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...Lire la suite
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