Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener read more
Hi there, if HubSpot is the origin of your leads - I would recommend making the sync run from Hubspot ---> Connectwise. For #2: If your forms ...read more
I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are put read more
Hi Josh, We are using the Appointments tool to build reports for our salespeople's weekly activities. They set appointments for account visits th...read more
TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more
Hi @Adam_W ,
Of course you're absolutely right with regards to the changes - there's no magic happening in the background that does it all for...read more
If you want uncalculated fields or empty properties used in a calculation to automatically become zero (instead of manually entering zero for each one) you can create a workflow. Go to "Workflows" under the "Automations" tab on the left side ba read more
Hi @KBartkus ,
Huge thanks for sharing this workflow tip! This is a real time-saver for anyone looking to optimize their data hygiene within...read more
Hello! I'm using Luma with HubSpot, and I've noticed that when a user says the word "Agent," it automatically triggers a "transfer to human." Is there a way to prevent this from happening while still allowing transfers in other appropriate scenarios read more
where is the best place to find free training vidoes on hubspot for a beginner? I am about to luanch my new buysiness and need to set up Hubspot with my website, FB, X and LinkedIn but cant find training to do it? any help woudl be greatly read more
Hi @JFielder8 ,
The best place would be the HubSpot academy, and for marketing basics this certification: https://academy.hubspot.com/courses...read more
Hi all, For our health scoring in HubSpot we would like to have three types of properties: - Meeting with champion in last 30 days - Meeting with decision maker in last 30 days - Amount of meetings in last 30 days Would this be possible read more
Hey Guys, We have something similar but at company level only, a property for 'last success review' date to be able to segment from other meetings t...read more
Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For read more
New to Hubspot, trying out the free version of service hub. We sell and offer service contracts for the printers we sell. Our service contracts are usually 1 year and we currnelty manage these in Excel which I'm trying to move away from. A custom read more
Hey @KoryB , thank you for posting in our Community!
Subscriptions in HubSpot might be a good option, but if you need to track multiple serv...read more
I have gone through to double check the email log but no one at the domain level is receiving emails from the hubspot system. Password reset or account setup emails sent to the domain are not being received. I have gone through the Not receiving read more
Thanks for the help, @TomM2 ! Hey @greg_incon -- I see you have a few HubSpot accounts. I checked the one associated with the same domain as your ...read more
Hi @TMiller5 ,
This depends, I would say on many factors, such as local legislation, terms and conditions etc. I would recommend consulting a ...read more
How do I get more custom properties on the free version for a website enquiry form? Can I edit existing properties? I don't seem to be getting much help from anyone.
Hi @LHunt9 ,
You can try and edit properties in the property settings: https://knowledge.hubspot.com/properties/create-and-edit-properties
...read more