If the UTM is being captured on the form, then the form submission history will always retain the UTM parameters from that submission. However, the c...read more
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
So my assistant reaches out via cold emai, warm email, phone, and linkedin. When she gets a "yes I'm interested", she books the zoom meeting for me. But in Hubspot right now, when she books me for a meeting using the Hubspot calender, it lists her a read more
Those of you who get leads offline from events, do you have an easy way to add them to HubSpot? We have an events team that has been getting leads' contact info and Slacking it in a message to the sales team. The sales team then has to manually read more
Thanks for the tag @BérangèreL . I'd share those same resources, and the ideas @Shadab_Khan shared on the mobile app. Instead of sales sending a S...read more
Hi HubSpot Community: It's my first post here so I'll appreciate any kind of suggestions on editing. I'm looking for creating a Round Robin Calendar and an error appears about the availability of the client (user who will use the RRC). On Hubspot- read more
I imported 26,000 contacts from my bookkeeping program but it is mixed with people and companies. Is there a way I can select the companies in contact and move them to the company's contacts?
Hi @SWright56 ,
There isn't any feature to convert records from contact to company, no. You would either have to delete the companies which we...read more
We are looking for a free/cheap tool in order to launch a Referral Program. Give a 25€ discount to a collegue and if him/her buys you get 25€ to your account.
Hello @BernieINCAPTO thank you for posting in our Community!
I want to share our marketplace page here with some integrations that offer referr...read more
Hi dear Community,
This post is related to the following feature request in our Ideas forum:
We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread:
"Seems like the "Add Pipeli read more
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...read more
Hi, I am an independent CRM Consultant working for 3 companies. Is it possible to have inside my account these 3 accounts? Each having its own leads and clients etc? I also need to do the CRM of my own company. Thank you!
Hi @RSaraiva ,
Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, y...read more
Hi all,
We have a customer that requires a 2 step approval process.
We added a manual step to the workflow that combines a Deal property and a task.
Unfortunately I can only add a event based delay using either a quote property change or a pre read more
Yes, that's been the issue unfortunately that people have missed the notifications due to it being automaticlly assigned to the "wrong" person in the...read more