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JLee10 on March 24, 2025
สัมผัสประสบการณ์สิทธิพิเศษด้วยรหัสโปรโมชั่น Roobet: NEWUSD! ปลดล็อกข้อเสนอพิเศษและยกระดับประสบการณ์การเล่นเกมของคุณด้วยรหัสที่มีระยะเวลาจำกัดนี้ ป้อน NEWUSD ในระหว่างการลงทะเบียนเพื่อรับรางวัลพิเศษ อย่าพลาดโอกาส—สำรวจแพลตฟอร์ม Roobet และยกระดับประสบ read more
0 upvote
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JLee10 on March 24, 2025
Roobet プロモーション コード NEWUSD で特別な特典を体験しましょう! この期間限定コードで特別オファーをアンロックし、ゲーム体験を強化しましょう。サインアップ時に NEWUSD を入力すると、ユニークな特典をお楽しみいただけます。ぜひお見逃しなく。Roobet プラットフォームを探索して、今すぐ体験を向上させましょう。
0 upvote
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ZLyons on March 24, 2025
Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I was curious: what best practices your team have found? Here are some of our findings: Utilize a knowledge base to ground read more
1 upvote
1 Reply
Community Manager
March 24, 2025 16:21
Hey @ZLyons , Happy Monday! Thanks so much for sharing these great best practices! They’re really helpful. @TomM2 and @Lucila-Andimol...read more
Solved
VicciC on March 24, 2025
Hi, I am trying to create one central calendar for the whole sales team to view so we can all see when people have meetings. The meetings are over a 4 day period as it is for a trade show they are attending and we need to see when people will bebus read more
0 upvote
4 Replies
Accepted solution
Contributor | Elite Partner
March 24, 2025 08:50
@VicciC , answering what you could do if you are on a higher subscription tier. If you are on a Sales or Service Pro or above subscription, y...read more
YuliaD on March 23, 2025
Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' read more
0 upvote
2 Replies
Contributor
March 24, 2025 09:12
Thank you, that is true, but we were hoping to use Lead Object for our SDR team, since we are working on Company Objects as Leads and the team is fin...read more
Solved
md2727 on March 21, 2025
Hi everyone, I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot. During the import process, the "don't overwrite" label says: " When a record in your import matches a record read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
March 21, 2025 17:33
@md2727 starting with a semicolon will append , not replace. Have you reviewed the linked article? " To import multiple values, add a semico...read more
ZMcIntyre on March 21, 2025
This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,
0 upvote
5 Replies
Member
March 24, 2025 12:46
That would definitely streamline the process and reduce unnecessary clicks. Auto-populating the deal seems like a logical improvement—have you ch...read more
Solved
level-ground on March 21, 2025
I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 21, 2025 10:50
Hi @level-ground , A nice example of generative AI giving misleading advice 😄 This can be achieved easily (and retroactively) using a...read more
Solved
Linah4 on March 21, 2025
Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as read more
1 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 21, 2025 11:04
@Linah4 one to one emails would be sent as described here: https://knowledge.hubspot.com/one-to-one-email/send-and-reply-to-one-to-one-emails ...read more
msoren42 on March 20, 2025
Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall read more
0 upvote
3 Replies
Participant | Gold Partner
March 20, 2025 19:12
I recommend creating a UTM taxonomy (example below) : Once this is done, you can map it to the Original/Latest Source in HubSpot for clari...read more
Solved
JBleys on March 20, 2025
I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 20, 2025 05:38
Hi @JBleys , This feature refers to emails that you track/log to HubSpot, since it's based on your personal connected email address. Records w...read more
Solved
MFontbernat on March 19, 2025
We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email read more
0 upvote
2 Replies
Accepted solution
Community Manager
March 19, 2025 18:11
Hi @MFontbernat ! Welcome to the Community-- happy to have you here 😊 I understand your goal is to segment contacts that are associated w...read more
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