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LMiller39 on May 23, 2024
Hi everyone, Thought I'd post on here to see if I can receive any advice for my team. We are currently working on a large scale data cleanse and have found that we do not have a standardized process for creating contacts and other objects. For inst read more
0 upvote
1 Reply
Hall of Famer | Partner
May 24, 2024 00:07
Hi @LMiller39 , Addressing a large-scale data cleanse and implementing standardized processes can be challenging but very rewarding in the lon...read more
SComeau on May 23, 2024
Hello, Can someone tell me if my CSM's will need both a Sales and a Service Hub Seat? We are now moving them over to Service Hub with the expansion of the Customer Success Workspace. It seems redundant to have to pay for both, do they need both? I read more
0 upvote
2 Replies
Hall of Famer | Partner
May 24, 2024 01:35
Hi @SComeau , What exactly are going to be the tasks of your CSMs? For the customer success workspace, a Service Hub Seat is going to be suffi...read more
LDeniz on May 23, 2024
Hi there, We are trying to see whether a contact was originally sourced through inbound or outbound activity. We are thinking of creating a new property with a workflow that says if a contact's original source is paid social, organic search, or read more
0 upvote
3 Replies
Hall of Famer | Partner
May 23, 2024 06:59
@LDeniz here's how I would categorize inbound/outbound: Organic search = inbound Referrals = inbound Organic social = inbound Email marke...read more
LDeniz on May 22, 2024
I want to make association labels on contacts associated with Deals Mandatory when a deal gets to a certain stage in the pipeline i.e., when the deal is at a late stage, there must be a contact associated with the deals that has an "Economic buyer" read more
0 upvote
1 Reply
Hall of Famer | Partner
May 22, 2024 13:07
Hi @LDeniz , As far as I know, this is not possible yet. It's probably close, considering that there is also a private beta for 'Required Asso...read more
EVersloot on May 22, 2024
Dear all, A few years back we've started using the Sales Hub to keep track of our deals. A setup that was chosen was to have 2 deals for each deal we enter. 1 deal with a close date in current year and 1 deal with a close date on 1st of January read more
0 upvote
10 Replies
Recognized Expert | Diamond Partner
May 23, 2024 10:17
Hi @EVersloot , This is your branching logic: And this is what each action after the branch looks like (there is only one.) T...read more
Solved
ParkerShort on May 21, 2024
This feels like a dumb question, but I'll throw it out here - how do you get a date field on a quote? Like we want someone to provide the date they sign (or have it filled in when they sign), and then state that the contract is valid for 1 year. Thi read more
0 upvote
2 Replies
Accepted Solution
Contributor
May 22, 2024 04:54
Hi @ParkerShort , If you need a solution quickly you could achieve this using our document automation app for HubSpot called Portant . It give...read more
Ebarak on May 21, 2024
Hi HubSpotters, I need your kind assistance. We have the HubSpot Calendar Module embedded in many pages of our WordPress website. We need to track the calendar booking on a particular page. But the problem is that the same meeting link is embedded read more
0 upvote
1 Reply
May 21, 2024 14:54
Hi, You could create page specific CTA buttons that open up the respective HubSpot Meetings links(it would basically tie up a click to a specific CTA...read more
Solved
josefroy on May 20, 2024
Hi! First off, sorry if this is totally the wrong spot for this question! I need some help with a situation in HubSpot. We need to associate a contact with: Another contact A company where both contacts are associated Think of it like a read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Diamond Partner
May 21, 2024 09:52
Hi @josefroy , Have you considered using a Custom Object to track the Teacher - Student relationship? Teacher (Custom Object) Can have ...read more
Solved
darshanhira on May 20, 2024
Hi, I'm Darshan Hiranandani , As we gear up for the implementation of our new CRM system, it's essential to ensure that our employees are well-equipped to utilize it effectively. We're reaching out to gather insights and suggestions from all of yo read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 21, 2024 13:36
Hyey @darshanhira You need to have a clear training trail (certifications included to cover the basics) Have a demo portal for them to practic...read more
Solved
CostaArvan on May 19, 2024
I would like to structure my Contacts list to only show contacts that are in a certain lifestyle stage (At the moment it shows every single contact). I click on the Advanced Filter option and filter it to the certain lifestyle stages that i want and read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 20, 2024 00:52
Hi @CostaArvan , The first step would be to save whatever advanced filters you've applied. Click the save icon in the top right corner, or, if...read more
FKirchner on May 17, 2024
I'm new to HubSpot and I've encountered a question that's been puzzling me. I'm trying to find out if it's feasible to update the Company / Contact / Deal Object through a workflow using data gathered from a Call Activity, for instance. So, when a read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 17, 2024 10:57
Hi @FKirchner , By default, no because the system won't understand how to parse the data in a notes field into separate properties on a record...read more
Solved
fonzieMT on May 17, 2024
Hi guys, I'm managing the Sales Ops of a B2B SaaS company. I'm looking for best practices around Deal Management. Question: Let's say we haven't heard from an Active Deal in a long while (1 month, maybe more), can we mark the deal as "Clos read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 17, 2024 06:33
Hi @fonzieMT , I would say that's perfectly reasonable. It could be automated with a simple deal-based workflow: https://knowledge.hubspot.co...read more
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