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DSchemmel on June 25, 2024
I am frequently creating new companies on CRM and adding contacts to them from within the company page. However, when I add the contact I want to just stay on the company page instead of automatically being moved to the page for the new contact. Is read more
0 upvote
0 Reply
MRoberts8 on June 25, 2024
Hi, I'm looking to see the fill rate over time of a property. In other words, what percent was filled in last week vs. last month vs. last year etc. Is there a way to find this information on Hubspot? I can only see downloading property hist read more
0 upvote
0 Reply
bjochym on June 24, 2024
Hi, we use automation to create deals in Hubspot, but when I insert one mail two times to form where autmation get data to mail and Hubspot it doesn't work. Any idea how to res
0 upvote
5 Replies
Hall of Famer | Partner
June 25, 2024 05:44
@bjochym thank you, according to the enrollment log, a deal should've been created yesterday. When exactly did you run the tests? Is there a ...read more
04509 on June 24, 2024
Hello, I was wondering if it's possible to see a "Deal Card" that would show all the related deals to that specific company. Example: I look at a Deal from Company X. In that Deal Card, I'd like to see all other deals associated with Compan read more
0 upvote
1 Reply
Community Manager
June 24, 2024 17:03
Hey @04509 , thank you for posting in our Community! To see all deals associated with a specific company in HubSpot, go to the company's pro...read more
Fabian93 on June 24, 2024
Hi there, We are using the really new feature in HubSpot for scoring leads. For this we opted in the BETA and setted up a first "activity score". Our problem is now, that the newly created score property is a "number" property. My goal is now t read more
0 upvote
1 Reply
Community Manager
June 24, 2024 16:54
Hey @Fabian93 , thank you for posting in our Community! To sync values between a number property (activity score) and a score property (defa...read more
Fabian93 on June 24, 2024
Hi HubSpot Community, We are currently using a HubSpot Mashup as a HTML-frame in our SAP CRM-System. Is there a way to modify the mashup, so we can display different properties or information? Maybe also some "tricky" solutions with coding? Tha read more
0 upvote
1 Reply
Community Manager
June 24, 2024 16:49
Hey @Fabian93 , thank you for posting in our Community! To modify your HubSpot Mashup to display different properties or information in your...read more
alexagatiss on June 20, 2024
Can I import a list of contacts and also bring in some information to their associated company as well, all on the same line in Excel and on the same Excel sheet? Any tips or things to look out for with this?
0 upvote
3 Replies
Member
June 23, 2024 06:38
Hey everyone, Importing a list of contacts along with their associated company information into Excel can streamline data management, but it's cruci...read more
MLeBourgeois on June 20, 2024
Hi everyone, We started using Hubspot as our CRM and we can manage our leads and contacts on a day-to-day basis quite well. However, we are wondering about a use case we encounter because we sometimes run some kind of sales campaign with variou read more
0 upvote
2 Replies
Participant
June 20, 2024 12:38
@trevordjones thanks for your answer. What I am not sure about with this solution is: How can I see from the reports which contacts are at which st...read more
Solved
HMize on June 20, 2024
I want to create a chat flow where when a customer is trying to get in contact with one of the salespeople from the list I have given them, an email alerting that salesperson is sent out stating that someone is trying to reach out to them. I do not read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 20, 2024 11:21
Hi @HMize , Yes, you can create this chatflow as a Chatbot, rather than a live chat, and design it to alert your salespeople via the desired ...read more
Solved
HMulckhuijse on June 19, 2024
Hi, I've ran into an issue where I cannot import line item property 'TERM'. When I enter a value like 36 or 1 the import runs into an error. I've also tried adding the billing frequency property "Monthly" alongside the TERM property, but it read more
0 upvote
2 Replies
Accepted solution
Member
June 20, 2024 02:47
Hi, I've found the solution, I needed to add P'#months'M as input. So for 36 months that would look like this: P36M. Thank you!
ABhandari7 on June 19, 2024
Hey, When using HubSpot's import APIs (crm/v3/imports) to create a new engagement like calls, meetings, we notice that if there are multiple contacts, it results in duplicate records in HubSpot. Is there any way where we can solve it ? not t read more
1 upvote
3 Replies
Top Contributor | Elite Partner
June 24, 2024 19:45
Hey @ABhandari7 ! We're HubSpot migration experts with our own migration platform. We'd be happy to help with this. Either check out our product at...read more
Solved
HTPE5 on June 18, 2024
Hello all, I will keep this short. I am importing a contact list from excel with categories like "name" "email" "areas of interest" and im having trouble with what Hubspot calls ENUMERATION. The areas of interest section has many people with similar read more
0 upvote
1 Reply
Accepted solution
Top Contributor
June 18, 2024 14:40
Hi @HTPE5 , Check out this section of the knowledge base article for how to handle enumeration properties. Multiple values need to be...read more
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