Does anyone have any experience creating a Marketing Request Form in HubSpot? We want to have a form for internal team members outside of Marketing to request collateral, giveaways, permission/funding to attend events, etc. Ideally we would rat read more
Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some read more
Hello community. A quick synopsis of what we're trying to do and the challenges we're running into. Our business sells to large enterprises, often with multiple business units and geographies. Additionally, we often sell through third parties which read more
Hi @EGrant9 , Yes, this is possible but you’ll need Operations Hub Pro or Enterprise to do it, since it involves using custom code inside a workflo...read more
I just set up my account for our corporate hubspot and set up a sample pipeline to poke around. it applied that pipeline to all of our deals. how do i undo that in bulk. We have hundreds of deals in there and I dont want to go through all of the ind read more
Hi @JRichman5 , As @ArisudanTiwari already mentioned the best approach, apart from this manual export and import is an option, which you can try ...read more
Can anyone assist, my live chat is not appearing on our website campus.thedelta.io but we have set up everything correclty and I can see the scripts are loading.
Hi @AMatthews79 ,
HubSpot has dedicated troubleshooting steps in this situation: https://knowledge.hubspot.com/chatflows/chat-widget-is-not-a...read more
When I bulk create leads from contacts (e.g. select 10 contacts → "Create lead"), I'm forced to enter a lead name. But obviously, I don’t want all 10 leads to have the same name. Ideally, the lead name should be the contact’s name. Is there a way t read more
I have a client who wants to replace HubSpot with Zoho and I honestly think it's a bad idea. If anything, they should likely use both. Does anyone know of any good comparison charts or resources to help them make a more informed decision? Their read more
Hi all, My company is using Contacts as the main record for our users. Eg when a user registers in our platform becomes automatically a Contact in HubSpot. All of our sales teams work only with Contacts and Deals. We now want to leverage Companies read more
Hi @Efigiann ,
It sounds like this here may be a good solution for your situation: https://knowledge.hubspot.com/object-settings/automaticall...read more
IS there anywhere one can get actual help on this system please? I am drowning! I am currently having to export all pipelines every week and filter in Excel as Hubspot can't do a simple forecast. It's driving me mad!
Hi, In our sales team each of the reps have week off on specific days. During their week off days I don't want the leads or deals getting assigned to them. So is there any turnaround logic that can be implemented through workflows that will each read more
Hi @AJ_Kakrot ,
The easiest option would be to create one workflow per weekday, then use the workflow settings to have that workflow only run ...read more
Hi everyone! I'm trying to create a contact-based workflow that captures the first time a sales email is sent. I’ve already created a custom property called "First Sales Email Timestamp" , and set up a workflow that fills this property when an ou read more
Hello everyone, I am Prakash Hinduja from Geneva, Switzerland (Swiss) — consultant and advisor. I am interested in learning how to set up workflows to nurture leads automatically in HubSpot. Could you please share your best practices, tips, or ex read more
Hi @prakashhinduja ,
Setting up workflows in HubSpot to nurture leads automatically is a powerful way to engage prospects and guide them through ...read more