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BAllen5 on December 01, 2023
Hello, We are a consulting firm and I am trying to figure out the best way to utilize products for our service offerings. I'll do my best to describe the nuances of our business/pricing model and hopefully convey my point accurately. We ha read more
0 upvote
2 Replies
Accepted Solution
Participant | Partner
December 01, 2023 15:59
You can just have a property on the deal called "Product Type" with the options Product A, B, C. Then you can just have a deal report show count more
PAtlan on November 30, 2023
I have two main types of contacts: one are "normal" clients, and the other are freelancers we work with. They are differentiated using a custom property with two values. ("Type Contact" can be "Expert" or "Client") I'm starting to introduce the new read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2023 16:36
@PAtlan wrote: For now, my workaround is that my "Expert" contact get immediately assigned a Lifecycle phase of "Expert" which is at the end of more
cjl2016 on November 30, 2023
When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe read more
1 upvote
1 Reply
Key Advisor
November 30, 2023 10:37
Hi @cjl2016 ! Our company has 3 verticals. And our sales people like to track Inside vs. Outside sales, which leads to 6 pipelines! 😫 So I hear more
218bertsch on November 29, 2023
Looking to use Hubspot for tracking sales opportunities for a small behavioral healthcare company. Once a lead is qualified, they are established in our Electronic Health Records system [which is fully HIPPA compliant]. Prior to entry into our EHR read more
0 upvote
2 Replies
November 29, 2023 13:22
controlled access is something we can work with on account of Hubspot would only be housing admissions data which is only of interest to our more
RMaxwell1 on November 29, 2023
Hi There, I want to know if on a Starter package if there is a way to create an association between the Industry of the Company and the Industry of the Contact? In our business, we try to make this field required for all sales but it is not read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 11:52
Hi @RMaxwell1 , Unfortunately not, no. This is currently only possible with workflows. There are good news however: The product team is more
OBetzalel on November 29, 2023
Hi everyone, I'm creating new users and granting them permissions in the system. 1. I want to hide some of the navigation tabs, for the reason that an SDR doesn't need to need to take actions in the functionality inside the Marketing tab for exa read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 11:37
Hi @OBetzalel , HubSpot doesn't let you hide menu items directly. Instead, what's available in the menu is directly influenced by the more
MalteHuener on November 29, 2023
Hi.. Wie würdet ihr das lösen? Wir haben Leads (und nur deren E-Mail Adresse). 2 Werktage nach Erhalt dieser Leads möchten wir den Leads eine E-Mail senden, mit der Möglichkeit (Link) einen Termin zu vereinbaren. Der Link würde normalerweis read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 10:54
Hallo @MalteHuener , dafür gibt es seit kurzem ein Feature, allerdings nur in Sales oder Service Hub Enterprise Portalen: more
DMichael5 on November 29, 2023
The problem stems from the fact that, despite correctly embedding the HubSpot form code on various pages of my website, the form submissions aren't consistently syncing with my HubSpot account. This inconsistency is creating data gaps and affecting read more
0 upvote
1 Reply
Hall of Famer | Partner
November 29, 2023 07:33
Hi @DMichael5 , What makes you think that that is the case? Can you share examples, screenshots, recordings of this not working? more
RMaxwell1 on November 29, 2023
Hi Community! I am hoping someone can provide some advise on best practice for following use case: We have run a conference for 3 years in a row and do not currently have a CRM - I want to be able to track the attendees that have attended for eac read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 29, 2023 06:10
Hey @RMaxwell1 , I would make a deal for each contact's attendance/purchase event in this case. I would recommend the following as a minimum more
OBetzalel on November 28, 2023
Hi everyone, I want to make sure that I'm doing this right. I want to create a workflow, that once I create a contact under a primary company with Company Status = "Active Customer" OR if I create a contact and later on I associate it to a primary read more
0 upvote
3 Replies
Hall of Famer | Partner
November 29, 2023 05:58
Hi @OBetzalel , There's a traditional and new way of setting up enrollment criteria, you chose the new one which should work, yes. You can more
KMarley on November 28, 2023
Under an individual contact, you can see information like company, phone number, email, etc in the main section, but it is not pulling over to the About this Contact section on the left. Is this a mapping issues? The information came over from Zoom read more
0 upvote
6 Replies
Hall of Famer | Partner
November 29, 2023 11:15
Hi @KMarley , Thank you for the screenshot. As @DianaGomez has already mentioned, this is due to the information 'living' on different more
PVillacorte on November 28, 2023
Hi! I've been scouring the topics here and the rest of the internet but couldn't find an answer; hope some of you good people can help. I'm wondering what's the best way to send automated marketing emails without authenticating the sending domai read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
November 28, 2023 07:23
Hi @PVillacorte , @PVillacorte wrote: Is it at all possible that hubspot's sending infrastracture has a better health than our sending more
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