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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

DFeinstein on Setembro 25, 2023

Round Robin Calendar (RRC)

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- Leia mais

Responder Calendar

0 avaliações positivas

2 Respostas

DFeinstein

Membro

Setembro 25, 2023 13:51

Dear EmmaAtKiwi , thanks for your reply. The user has a a paid sales seat. Have a nice week.

SWright56 on Setembro 23, 2023

Move companies out of contacts

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?

Responder Free

0 avaliações positivas

2 Respostas

David11226

Membro

Setembro 24, 2023 08:06

Yes, you can separate the contacts into individuals and companies using most contact management or CRM systems. Here's a general step-by-step process...Leia mais

BernieINCAPTO on Setembro 22, 2023

Looking for a tool for a MEMBER GET MEMBER Rewards

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.

Responder Professional

0 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Setembro 22, 2023 16:27

Hello @BernieINCAPTO thank you for posting in our Community! I want to share our marketplace page here with some integrations that offer referr...Leia mais

Solucionado

MiaSrebrnjak on Setembro 21, 2023

Custom 'Create Deal' Form for Different Sales Pipelines

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 Leia mais

Responder best practices Deals

4 avaliações positivas

10 Respostas

Accepted Solution

christinephu

Colaborador(a)

Setembro 20, 2023 15:09

Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...Leia mais

Solucionado

RSaraiva on Setembro 21, 2023

Have three accounts in one account

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!

Responder CRM

0 avaliações positivas

3 Respostas

Accepted Solution

Josh

Especialista reconhecido(a) | Parceiro Platinum

Setembro 21, 2023 11:47

Hi @RSaraiva , Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, y...Leia mais

CateDuarte on Setembro 21, 2023

Multiple Layer Approval Process

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 Leia mais

Responder Enterprise

0 avaliações positivas

2 Respostas

CateDuarte

Top colaborador(a) | Parceiro Diamante

Setembro 21, 2023 10:55

Hi @karstenkoehler yes. So these are the steps: - Sales rep creates quote and submits for approval - Workflow is triggered with branches:...Leia mais

hannalindquist on Setembro 21, 2023

Notifications for live chats

Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?

Responder Notifications

1 avaliações positivas

7 Respostas

hannalindquist

Membro

Setembro 21, 2023 07:19

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...Leia mais

SStewart3 on Setembro 21, 2023

Cannot figure out why I can't use product or line item as a list filter

Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha Leia mais

Responder Enterprise

0 avaliações positivas

10 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 21, 2023 02:30

Hi @SStewart3 Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details. ...Leia mais

Solucionado

KChester on Setembro 20, 2023

Drop down property settings

i Have a company property which has radio select. I wish to have 1 of the radio select options to have mulitple select dropdown as an option

Responder Enterprise

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 21, 2023 00:21

Hi @KChester , This is would be great but is not (yet) possible. Other users have requested this before: https://community.hubspot.com/t5/Hub...Leia mais

Nikkk on Setembro 20, 2023

Number of last contacted contacts per month

Hello, I am looking for solution how to count number of contacts which were last contacted in specific time period (month, quarter e.t.c) by each company. The maid idea is understand the share of contacted contacts in last month for each compan Leia mais

Responder Contacts Professional Workflows

0 avaliações positivas

2 Respostas

Nikkk

Membro

Setembro 21, 2023 08:06

Hi Karsten, Thank you for support! Successfully built that. Also I simplified the task and create one workflow by using branch instead of create...Leia mais

05469 on Setembro 20, 2023

Lists to action

Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?

Responder Lists

0 avaliações positivas

1 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Setembro 20, 2023 08:45

Hi @05469 , This is a great use case for tasks (Menu > Sales > Tasks). You can create tasks in bulk by following these steps: https://k...Leia mais

BilalAhmad on Setembro 20, 2023

automation from one pipeline to another

I have 2 deal pipelines in Hubspot. A and B. I want to create a workflow that allows me to check if the account/company in pipeline A matches pipeline B - if so I want to overwrite the deal properties like deal stage etc for the company in pipeline Leia mais

Responder Professional

0 avaliações positivas

2 Respostas

BilalAhmad

Participante

Setembro 20, 2023 07:14

Oh, okay. Do you think it would be possible via zapier somehow? Also, just to be sure, the company has 2 deals attached to it. One from pipeline A a...Leia mais

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Custom 'Create Deal' Form for Different Sales Pipelines