Hello! My agency is currently thinking about switching from Advantage to Monday.com or Productive.io. I've used Monday in the past but I'm not familiar with Productive.io. I know that HubSpot has an integration with Monday but I'm reading conflictin read more
I’m looking into ways to capture leads effectively from my pregnancy-focused website, where I publish articles and have an interactive tool for users. I’d like to find the best method to encourage visitors to provide their contact information, wheth read more
Hi @AlonDo ,
Gated content, like downloadable guides or checklists related to pregnancy, can work well since users are often willing to trade ...read more
Hi guys! When adding a new record in the Lead object, we would like the Lead Owner to always be one of the two users we have specified. Additionally, we would like the Leads to be assigned alternately to both users, i.e. the first to X, the second t read more
I have a property that has 4 options. 2 of which have further dependent properties. Parent Property is: Choice A Choice B Choice C Choice D When I pick Choice B I have dependent that pops up to select: Reason for B No Reason for B read more
Hi, We have customers who want us to be specific that a price is in USD but I can't seem to be able to get the quotes to display that is it USD$ v. other currencies. Is there a way to do this?
Good day, colleagues, We have a list of all leads and would like to see the source of each lead in the report. Now, we have two reports: leads who submitted the contact form and all leads. We have a lead who reached out to us or booked a meeting read more
Hi @ISmolin ,
If you want to see in the list where a contact came from, you can adjust the displayed columns in the top right corner of the li...read more
I am wanting to mark contacts as "Do not Contact". I want to know what the best practise way of doing this in hubspot. So when I export leads or create lists I can not include them in this? Thanks
Hi @Hyroxware ,
Unsubscribing them by following these steps is best practice: https://knowledge.hubspot.com/records/how-do-i-unsubscribe-or-o...read more
Hi guys, I'm back with another question! Is there a way to stop contacts with a certain email domain from enrolling into a workflow, or pipeline? For example, if Mr Smith is entered into a workflow because he hits the enrollment triggers, read more
Hi Team, Can anyone advise on how to create contract templates to be signed via esignature in HubSpot. I read an article that states : Alternatively, they can choose to sign the contract now using HubSpot's eSignature functionality. The read more
Hi @Martie , You can use HubSpot's e-signature for signing quotes but requires at least the sales starter package. These quotes aren't quite as rob...read more
Hi All, I would like to know if there's any way to ensure that if the deal owner is changed then by default it should also change the task owner of all the associated task of the deal. Is there any way to do it? Thanks
Hi @AJ_Kakrot ,
Out of the box, no, that's currently not possible. Once tasks are created, they're associated to the record but there is no sy...read more
Hello everyone, We are using Salesforce as a CRM and HubSpot enterprise marketing hub. I would love to know what are some best practices for handling and managing disqualified leads and closing lost deals. Because we're using Salesforce - HubSpo read more
Hey there @EranRickman . I like this use case, thanks for posting it to the Community.
Here's a bit of a ramble from my head and some researc...read more
Hi all I'm looking for some help please, if anyone can. I would like my deal to automatically move to the next stage in my pipeline if a particular contact property changes at any time. What would be the best way to go about this? Thank read more