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KlemenHrovat on November 13, 2024
I’m exploring ways to improve engagement and response rates with MQLs and SQLs, especially for more personalized (contextualized and relevant) follow-ups. Even with all the data available already within HubSpot and outside (LinkedIn activities, co read more
Solved
RalphM87 on November 13, 2024
Is there a way to find forms using formid? I'm using some forms on some landing pages in CMS (non-Hubspot) and so they don't appear under the "Appears On" column in Hubspot. I see the formid for these forms but I have many forms in Hubspot. Would I read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 13, 2024 15:50
Hi @RalphM87 , Simply paste the ID in the forms search under Menu > Marketing > Forms: Alternatively, all form URLs foll...read more
MHenson2 on November 13, 2024
Hi there, I am looking for help on the best way to track how long a customer has been a customer for. Currently, I have a property called "year of service" at deal level, starting at 1 for the first renewal deal and a workflow to add 1 each tim read more
0 upvote
1 Reply
Community Manager
November 13, 2024 19:26
Hi @MHenson2 ! Welcome to the Community-- happy to have you here 😊 I think you could likely use two main properties and a calculation pr...read more
Solved
dsuchy on November 13, 2024
Is there a way to change around the quote creation steps? We'd like the Template and Details to be before Line Items are entered.
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 13, 2024 12:19
Hi @dsuchy , No, this process cannot be changed. You can however request more flexibility around this by submitting a request to the HubSpot I...read more
Solved
ASobusiak on November 13, 2024
Is it possible to introduce settings that would require the user to fill in the data of the associated Contact when moving to another Pipeline stage in the Leads and Deals object? For example, when moving from Lead Stage "New" to "MQL" we have to read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 13, 2024 07:02
Hi @ASobusiak , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
GVilla on November 12, 2024
I work with customers daily here at HubSpot and I’ve seen how powerful a well-placed, optimized Call-to-Actions (CTAs) can be in driving conversions and generating leads. The trick is not just to have a CTA, but to create one that’s designed to read more
4 upvotes
0 Reply
lbaez on November 12, 2024
As a Customer Success Manager, I often hear from businesses looking for efficient ways to generate high-quality leads that can drive growth. One of the most effective ways to do this is through targeted advertising. However, the challenge often lie read more
3 upvotes
0 Reply
AnthonyJohnson on November 12, 2024
Hi, I'm a Customer Success Manager here at HubSpot 👋 I’ve seen firsthand how HubSpot's tools can help businesses generate high-quality leads and turn website visitors into customers. Whether you're a small business or a large enterprise, read more
Solved
OBetzalel on November 12, 2024
Hi, I am trying to understand if its possible to search for other properties and not just the name and description in the deal list view for example: Thanks!
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 12, 2024 12:31
Hi @OBetzalel , No, this search cannot be configured, unfortunately. As always, you can submit a request to the HubSpot Ideas section about th...read more
Keegan4123 on November 12, 2024
Hi, have a bit of a special use case here. I have a custom modual that pulls dynamically a photo that is attached to a custom object. I have the option of a CRM file upload direct to the object record. But this file becomes private and una read more
0 upvote
2 Replies
Member
November 12, 2024 19:24
that's pretty much what I am looking for.. are you able to provide a little bit more guidance on the implementation of this?
Solved
NDooly on November 12, 2024
Hi I'd like to create the activity option to "Log demo" on a contact. I'm on the starter subscription. Thanks, Neal
0 upvote
2 Replies
Accepted solution
Top Contributor | Partner
November 12, 2024 06:53
Hi @NDooly , Can you use Log a meeting to accomplish the same thing? You can then add a comment to the meeting to denote that it was a demo. ...read more
Solved
EPreikschat on November 12, 2024
Hello! We would like to integrate SevDesk with HubSpot but if we want to use the following link: https://www.maesn.com/product/sevdesk-integration-for-hubspot it always shows error. Can maybe the technical support help us? Kind Regards Emma read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 12, 2024 04:35
Hi @EPreikschat , I forwarded this to someone who knows the team behind this link, you should see the link fixed shortly, hopefully 🙂 ...read more
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