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Solved
Bayanitani89 on January 15, 2025
Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 15, 2025 02:04
Hi @Bayanitani89 , Bulk emails require marketing contact status. It's best to think of marketing contact status as a billable status in this r...read more
Solved
keshukeshvala on January 13, 2025
Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 02:16
Hi @keshukeshvala , The fact that you're losing many deals for certain reasons doesn't necessarily mean that deals shouldn't exist for those s...read more
Solved
EAnnichine on January 10, 2025
I am struggling to figure out how to create a report that shows the following: - Last Activity Date Per Company - I would like this in a report to add to a Customer Engagement KPI Dashboard. Any recommendations or directions?
0 upvote
2 Replies
Accepted solution
Member
January 10, 2025 09:10
@Josh Thank you so much - this is helpful to start!
Solved
cloud_ni9e on January 09, 2025
Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working wel read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
January 10, 2025 14:39
Hi @cloud_ni9e and welcome to the Community! I agree that adding texting, especially 2-way texting, would be a fantastic feature upgrade in ...read more
Solved
KatyG1 on November 29, 2024
Hello! I'm building out a series of Slack alerts around changes in deals. I built one for when the Amount changes, but would like to include the previous Amount value. I'm thinking about how I could save this value in a "history" field OR use read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 29, 2024 11:06
Hi @KatyG1 , Here's what you could do: Create an Old amount property Create a workflow that reenrols records when Amount changes, them d...read more
Solved
LCunningham1 on October 31, 2024
Hello, I am wanting to create a report that would show me the total number of companies at each stage of lifespan - i.e. a chart that has <1 year, 1 year, 2 years and so on. I have a lifespan field which is calculated by a start date field an read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 10:41
Hi @LCunningham1 , Yes, you will need to create a custom property that stores the amount of years. Here's what the workflow would look l...read more
Solved
FDollinger on October 19, 2024
Hi there, we are creating right now a deal for a replacement, then we are asking the customer where to ship the replacement. We then fill in the address details by hand in the deal... This feels super wrong.... I would appreciate if I could ins read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 19, 2024 10:33
Hi @FDollinger , Form submissions cannot update deals directly, no, and workarounds are typically messy. The far easier thing to design ...read more
Solved
OLindner on October 17, 2024
Wie bekomme ich einen E-Mail Adressen Export aus Brevo in eine aktive Liste in Hubspot? Beim Import wird mir nur statische Liste vorgeschlagen.
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
October 17, 2024 10:09
@OLindner richtig, wenn die Liste entweder Abonnenten ergänzt werden soll, dann müsste es mit dem Operator ODER verknüpft werden. Nichtsdesto...read more
Solved
OLindner on October 17, 2024
Wir möchten folgendes Umsetzen: 1. Es gibt ein Hubspot Formular (Vorname, Nachname, E-Mail, Haken für DOI) 2. Nach Eintrag soll eine E-Mail (Double Opt-In) an den Empfänger gehen 3. Der Empfänger klickt auf den Link in der Mail und wird in ei read more
0 upvote
15 Replies
Accepted solution
Participant
October 17, 2024 10:51
Auch hier war es wieder der Punkt "E-Mail-Bestätigungsstatus" welcher nicht korrekt war. Danke!
MPalmer6 on October 17, 2024
Hi Our company are just in the process of adding the Sales and Marketing package to our Service Hub package. But I wanted to get a bit of a head start on looking at the automations, but I have only briefly seen the Sales Hub sections. read more
0 upvote
2 Replies
Contributor
October 21, 2024 04:12
Thank you Kennedy. 100% in regards to the workflows, as I use many of them now, just in the Service hub, I will re-check out the Academy as not been...read more
Solved
LCunningham1 on October 10, 2024
Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the read more
1 upvote
4 Replies
Accepted solution
Contributor
November 15, 2024 09:11
Thanks for this, we've managed to get it working based on a starting point of 50, but when we start to add more utilisation tracking it may be a littl...read more
Solved
SteveHTM on September 20, 2024
Colleagues - I'm sure I must be missing something. I'd like to connect a client top level domain that contains 'ü' (u with umlaut) to host various HubSpot functions but the actual brand domain name is being rejected with various error messages. read more
0 upvote
5 Replies
Accepted solution
Key Advisor
September 24, 2024 16:44
Hi @SteveHTM You can use online tools like punycoder.com to convert the domain name Instance- To convert the domain Pülles.com to it...read more
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