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Sarah_g1 on November 05, 2024
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
0 upvote
0 Reply
Solved
AlonDo on November 05, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 05, 2024 09:36
Hi @AlonDo , Gated content, like downloadable guides or checklists related to pregnancy, can work well since users are often willing to trade ...read more
Solved
ASobusiak on November 05, 2024
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
0 upvote
2 Replies
Accepted solution
Contributor | Platinum Partner
November 05, 2024 08:24
Yes, you can use rotation: You need to make sure that you don't have sync between company and contact owenrs.
Solved
Keegan4123 on November 05, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 05, 2024 00:36
Hi @Keegan4123 , That's currently not possible, unfortunately. You'd have to work with the conditional display logic, at the moment. Oth...read more
daveon on November 04, 2024
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?
0 upvote
2 Replies
Contributor
November 05, 2024 13:34
The issue is the QUOTE doesn't then show those currencies?
Solved
ISmolin on November 04, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 04, 2024 14:06
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
Solved
Hyroxware on November 04, 2024
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 04, 2024 09:44
Hi @Hyroxware , Unsubscribing them by following these steps is best practice: https://knowledge.hubspot.com/records/how-do-i-unsubscribe-or-o...read more
Solved
GPinder on November 04, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 04, 2024 07:21
Hi @GPinder , Yes, simply specify "AND Email domain is not equal to any of" at the beginning of the workflow. Best regards!
Solved
Martie on November 04, 2024
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
0 upvote
1 Reply
Accepted solution
Top Contributor
November 04, 2024 06:50
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
Solved
AJ_Kakrot on November 04, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 04, 2024 05:57
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
EranRickman on November 03, 2024
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
0 upvote
2 Replies
Most Valuable Member | Elite Partner
November 05, 2024 11:50
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
Solved
GPinder on October 31, 2024
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 11:54
Hi @GPinder , This could be achieved with a deal-based workflow: Enroll deals by clicking 'Set up triggers' > 'When filter criteria is ...read more
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