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SarahOps on Mai 28, 2024
Hello, Wondering if anyone can think of a solution to the below problem: I created a custom property to calculate ACV using a formula. The issue I face is that we sometimes have contract durations of less than 12 months. When that is the cas Beitrag ansehen
1 Likes
3 Antworten
Vordenker/-in | Platinum Partner
Mai 28, 2024 08:35
In this case you should have a deal per year of contract to get the proper info in reports and also be able to make this in this property work be...Beitrag ansehen
PAtlan on Mai 28, 2024
Hi, I'm looking to get the content of text from specific documents in HubSpot (in this case, resumes from a subset of my contacts) so the content can be included in HubSpot search. I just need the raw text from pdf / Word documents dumped into a c Beitrag ansehen
0 Likes
3 Antworten
Mitwirkender/Mitwirkende
Mai 28, 2024 06:42
Hi @PAtlan , I would try the app out or reach out to the developers. If they only have a few installs they are probably going to want to talk to yo...Beitrag ansehen
ConstantinS on Mai 28, 2024
We are a sales agency managing multiple client companies within a single HubSpot account, and we're encountering a few challenges. Specifically, we're struggling with: Recording activities separately : It's difficult to log activities for each o Beitrag ansehen
1 Likes
4 Antworten
Mitglied
Mai 28, 2024 06:46
For sure I will tested, I not very aware now about how, but I will. 🙂 So - for every client I will create a separated Company - I will associate C...Beitrag ansehen
AManuel6 on Mai 26, 2024
Hi, I have a staff member (Contact Owner) who is going on temporary leave for an unknown amount of time and I will need to temporarily get notifications rerouted to another staff member in the meantime. I would prefer not to bulk change the con Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Mai 27, 2024 00:19
Hi @AManuel6 , HubSpot doesn't have a default feature that helps with assigning and re-assigning contacts and notifications during someone's t...Beitrag ansehen
LMiller39 on Mai 23, 2024
Hi everyone, Thought I'd post on here to see if I can receive any advice for my team. We are currently working on a large scale data cleanse and have found that we do not have a standardized process for creating contacts and other objects. For inst Beitrag ansehen
1 Likes
2 Antworten
Vordenker/-in | Platinum Partner
Mai 24, 2024 09:54
Hey @LMiller39 so the best recommendations that I can give you are : - identify crucial información for the company - identifiy how this inf...Beitrag ansehen
SComeau on Mai 23, 2024
Hello, Can someone tell me if my CSM's will need both a Sales and a Service Hub Seat? We are now moving them over to Service Hub with the expansion of the Customer Success Workspace. It seems redundant to have to pay for both, do they need both? I Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Mai 24, 2024 01:35
Hi @SComeau , What exactly are going to be the tasks of your CSMs? For the customer success workspace, a Service Hub Seat is going to be suffi...Beitrag ansehen
LDeniz on Mai 23, 2024
Hi there, We are trying to see whether a contact was originally sourced through inbound or outbound activity. We are thinking of creating a new property with a workflow that says if a contact's original source is paid social, organic search, or Beitrag ansehen
0 Likes
3 Antworten
Berühmtheit | Partner
Mai 23, 2024 06:59
@LDeniz here's how I would categorize inbound/outbound: Organic search = inbound Referrals = inbound Organic social = inbound Email marke...Beitrag ansehen
LDeniz on Mai 22, 2024
I want to make association labels on contacts associated with Deals Mandatory when a deal gets to a certain stage in the pipeline i.e., when the deal is at a late stage, there must be a contact associated with the deals that has an "Economic buyer" Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Mai 22, 2024 13:07
Hi @LDeniz , As far as I know, this is not possible yet. It's probably close, considering that there is also a private beta for 'Required Asso...Beitrag ansehen
Gelöst
EVersloot on Mai 22, 2024
Dear all, A few years back we've started using the Sales Hub to keep track of our deals. A setup that was chosen was to have 2 deals for each deal we enter. 1 deal with a close date in current year and 1 deal with a close date on 1st of January Beitrag ansehen
0 Likes
11 Antworten
Accepted Solution
Trendsetter/-in | Diamond Partner
Mai 23, 2024 10:17
Hi @EVersloot , This is your branching logic: And this is what each action after the branch looks like (there is only one.) T...Beitrag ansehen
Gelöst
ParkerShort on Mai 21, 2024
This feels like a dumb question, but I'll throw it out here - how do you get a date field on a quote? Like we want someone to provide the date they sign (or have it filled in when they sign), and then state that the contract is valid for 1 year. Thi Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Mitwirkender/Mitwirkende
Mai 22, 2024 04:54
Hi @ParkerShort , If you need a solution quickly you could achieve this using our document automation app for HubSpot called Portant . It give...Beitrag ansehen
Ebarak on Mai 21, 2024
Hi HubSpotters, I need your kind assistance. We have the HubSpot Calendar Module embedded in many pages of our WordPress website. We need to track the calendar booking on a particular page. But the problem is that the same meeting link is embedded Beitrag ansehen
0 Likes
1 Antwort
Mitglied
Mai 21, 2024 14:54
Hi, You could create page specific CTA buttons that open up the respective HubSpot Meetings links(it would basically tie up a click to a specific CTA...Beitrag ansehen
Gelöst
josefroy on Mai 20, 2024
Hi! First off, sorry if this is totally the wrong spot for this question! I need some help with a situation in HubSpot. We need to associate a contact with: Another contact A company where both contacts are associated Think of it like a Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Trendsetter/-in | Diamond Partner
Mai 21, 2024 09:52
Hi @josefroy , Have you considered using a Custom Object to track the Teacher - Student relationship? Teacher (Custom Object) Can have ...Beitrag ansehen
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