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HTPE5 on Juni 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 Beitrag ansehen
1 Antwort
Juni 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...Beitrag ansehen
SYu5 on Juni 18, 2024
Hi Hubspot - this has been a painful issue for our team. How can we filter the properties (as multi-selection) right on the view to get to see a subset of the view? We don't want to create another view based on the filters. Thanks!
2 Antworten
Koryphäe | Elite Partner
Juni 18, 2024 13:48
@SYu5 you can use any saved view to create an additional view with additional or different filters and not have to save that view, but if you don't...Beitrag ansehen
OBetzalel on Juni 18, 2024
Hi all, We have a custom object that is related to a deal (Custom = Child, Deal = Parent). We would like to create a workflow to send email to certain contacts that we will set, we can do this with association labels for example to choose the cont Beitrag ansehen
1 Antwort
Berühmtheit | Partner
Juni 18, 2024 12:36
Hi @OBetzalel , When you set up a custom object based workflow (when creating a workflow, scroll down the left sidebar to find this option at ...Beitrag ansehen
MFre on Juni 18, 2024
Hi, I'd like to move automatically deals from stage 1 to stage 2 when a discovery (meeting type) is completed (meeting outcome). Is it possible to do it in Hubspot? Thanks a lot
1 Antwort
Koryphäe | Elite Partner
Juni 18, 2024 12:56
Hi @MFre you'd need Sales (or Ops) Hub Pro/Enterprise to create workflow automations that can look at the meeting type to progress a deal to the ne...Beitrag ansehen
LDeniz on Juni 18, 2024
We want to report on the success of the following and see what contacts came from the above sources. The problem we have is that the original source in hubspot comes as "offline source" and dril-down 2 can be intergration/ import. We want a way Beitrag ansehen
2 Antworten
Juni 18, 2024 08:03
@LDeniz Adding to this there is one option to create custom events carelessly Custom events allow you to track information unique to your busi...Beitrag ansehen
TToivola on Juni 17, 2024
Hi everyone, Hoping to get some guidance on this! Our customers book meetings with Onboarding via Hubspot meeting scheduler which creates a Scheduled meeting on the Deal. In our current flow we need to log the meeting after it is held and a Beitrag ansehen
3 Antworten
Juni 18, 2024 04:02
@TToivola Apart from this, I am not able to find better solution for this issue
AFangman on Juni 17, 2024
We recently used a third-party tool to deduplicate custom objects. In doing so, many of the merged objects had the same notes, which were imported natively in HubSpot and now display 2-3x on the merged record. Is there a way to merge or deduplicate Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Koryphäe | Elite Partner
Juni 17, 2024 07:57
Hi @AFangman it sounds like the third-party tool didn't look at the associations for the notes to identify that there was overlap and instead treat...Beitrag ansehen
JSamuel85 on Juni 17, 2024
I need to create two reoprts, both covering the same topic but over different time periods - one covering 3 months, then 1 YTD. The information it needs to provide is deal related, but can a report show all of the following; Enquiry numbers Pendin Beitrag ansehen
1 Antwort
Akzeptierte Lösung
Mitglied | Gold Partner
Juni 17, 2024 08:24
Hi @JSamuel85 , Here are the HubSpot built-in reports you can use: Contacts created and worked totals with deals created and won totals: ...Beitrag ansehen
COHagan1 on Juni 16, 2024
Hello everyone, a bit off topic, but I am currently working on my Bachelor’s thesis, focusing on the lead management and sales processes in HubSpot. I aim to analyze the current ("as-is") processes within HubSpot to understand their structure and Beitrag ansehen
2 Antworten
Vordenker/-in | Platinum Partner
Juni 17, 2024 14:24
Hey @COHagan1 so there is a lot to cover on those 2 topics but I can recommend you take a look at this events in the Youtube channel of the su...Beitrag ansehen
OBetzalel on Juni 16, 2024
Hi, We want to create a report that shows the deals with their related line items and their values, such as ARR, TCV, but to display the converted values, meaning to take each line item and multiply it by the exchange rate of the deal. Now I saw t Beitrag ansehen
2 Antworten
Juni 16, 2024 16:12
@Shubham_Sharma Hi, We don't have the operations hub at all, we have the marketing & sales. Can we use workflow to update the related line it...Beitrag ansehen
RyanW21 on Juni 14, 2024
We have users that we want to be able to view reports on contact totals but we don't want to give them access to PII on individual contacts. I've explored field-level permissions and limiting permissions to contact but limiting view permissions on Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 14, 2024 23:21
Hi @RyanW21 , I would've suggested restricting view permissions for properties: ansehen
dmattauch on Juni 14, 2024
Hi, I want to make a sales activity report that count contacts that were contacted for the first time. including calls, sequences, email, logged meeting. "First engagement date" doesn't seem to include sequence. "last contacted" is great Beitrag ansehen
1 Antwort
Juni 14, 2024 14:07
Hey @dmattauch , thank you for posting in our Community! It sounds like you're looking to create a sales activity report in HubSpot that acc...Beitrag ansehen
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