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Pwrpros on February 10, 2025
To me it makes sense to separate this and create 2 separate deals. Mark as won the portion that has been approved and keep the other portion in verbal approval until we get the financial commitment behind it. Is this the general consensus on s read more
0 upvote
0 Reply
Rwechris on February 10, 2025
Hallo, ich möchte eine Broschüre per Post versenden und das intern mit Zapier+Outlook automatisieren. 1. Kunde ist oder wird angelegt und bei Bedarfsanalyse, Broschüre soll Ja angeklickt werden 2. Danach soll eine Mail an einen Azubi read more
0 upvote
0 Reply
Solved
MSherman0 on February 10, 2025
I want to require that a custom company record be updated as a pipeline stage requirement, but all I can add are deal properties. How can I accomplish this?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 10, 2025 08:49
Hi @MSherman0 , This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-...read more
lishba on February 10, 2025
Hi guys, I've installed the HubSpot mobile app to get notifications whenever a contact is made or updated. However, I’m not receiving any notifications despite enabling them in my phone settings and the app. What could be the issue, and is there read more
0 upvote
1 Reply
Participant
February 10, 2025 08:41
Hello @lishba , A few things could be causing this issue. First, double-check your HubSpot notification settings in the app: go to Settings...read more
Solved
SGallagher5 on February 07, 2025
Hi, I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal. Is this possible? Thanks
0 upvote
12 Replies
Accepted solution
Hall of Famer | Partner
February 07, 2025 10:48
Hi @SGallagher5 , Yes, this could look like this: Best regards!
Solved
AScheerDanton on February 07, 2025
Hello We are just starting to use the automated sequences. I would like to understand the differences between enrolling a person in a sequence from the Contact record or creating a Lead record from the contact record and then enroll the Lead i read more
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
February 07, 2025 08:26
@AScheerDanton - The activity seen on the contact record RE the sequence will mirror that on the lead record, yes. The contact property 'Lead sta...read more
CFernando23 on February 07, 2025
What are some real-world business scenarios where you have successfully implemented HubSpot Sequences? Could you share specific use cases and their impact?
0 upvote
1 Reply
Community Manager
February 07, 2025 10:13
Hey @CFernando23 , Happy Friday! Currently, our Sequences are great for automating outreach and follow-ups. We see common use cases includ...read more
Solved
jry50390 on February 06, 2025
Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
February 07, 2025 04:49
Hi @jry50390 it depends on the services and internal processes but talking in general here 1) The 1st thing 'd be to have the Properties in ...read more
Solved
cpasteve on February 06, 2025
I am pretty sure this is a phishing email. I tried sending it to support@hubspot.com , but I received an error message back. The reply-to-email and, at the bottom, the URL if I were to click, looks suspicious. Can anyone confirm?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 06, 2025 09:49
Hi @cpasteve , With that from-address, it's definitely spam. Well-designed, but spam. Best regards
Solved
OliverKr on February 06, 2025
Hi there, we are using Hubspot for a couple of months. We discovered that some "real" Mails land in Spam despite the arent. I do not see this as a general problem but i would like to send an email to the contact whenever the ticket lands in spa read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
February 06, 2025 09:33
@OliverKr das ist leider, wie gesagt, aktuell nicht möglich. Wenn das Risiko übersehener Nachrichten zu groß ist, müsstest du die lockerste Einstel...read more
Solved
TKothari on February 06, 2025
Hi everyone, I’m looking for a way to automatically update a deal’s stage when an email is logged against an associated contact. Specifically, I’d like deals to move from Target to Outreach once an email is recorded. Is there a built-in fea read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 06, 2025 06:47
Hi @TKothari , A deal-based workflow like the shown below could acchieve this: You could of course filter down further by acti...read more
Solved
CMeza5 on February 05, 2025
Hi Community, Our company does sales through agency partners. I want to be able to associate a deal with both the client (company) and with the agency partner. I also want to be able to pull a report and see pipeline/revenue per agency partner. read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 06, 2025 00:04
Hi @CMeza5 , The easiest way to solve this would be through association labels: https://knowledge.hubspot.com/object-settings/create-and-use-...read more
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