Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w read more
Hi @JMayhew6 ,
I personally lean towards option B) because it helps us avoid:
Overwriting the Sales owner and potentially losing clarity in ...read more
Email Attachment Logging features logs all attachments from logged emails including logo's, images, etc. Is there a way to filter the attachment based on the inbound/outboound from HubSpot, File Type, File Size and Date? The number of attach read more
Hi @TuckKhai ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...read more
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
Hi @PAmend1987 ,
To be clear, I would not propose updating a deal. Rather, the upgrade is a second deal with a value of $2000. The old deal...read more
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...read more
I have a number of companies that we no longer do business with, but we don't want to totally delete their records for a variety of reasons. The same goes for the contacts associated with these companies. How do I "mark them inactive" or make it so read more
Hi @RJaffe ,
This does not exist, no, but you could easily create single checkbox properties on tne contact and company object each, called "I...read more
Hi, Is there anywhere I can download a full list of your countries that are included in your drop down menu on the properties? We need to do an upload on the countries as we arent able to copy from a single text property to a drop down men read more
Whilst analyzing data, we have realised that we have a lot of active customers with whom we have established no contact (from sales perspective). We want to focus on establishing contact, nurturing relationship and farming for opportunities. I read more
Hey @SBanthia
so this is a great question.
You have a lot of features that can support the nurturing, activation and upskalling process in Hub...read more
Hi, Is there a possibility to set up leads for outbound sales? I need to see and track progress on: How many leads are created per week by my team How many are in attempted to contact stage How many are in connected phase How many are in pla read more
Hi @JVanImpe ,
The Leads object is still very new, and it does lack some key features, among them Funnel Reports on Lead stages, which would ...read more
We're a retailer and we want to track our wholesale and distributor contacts from first contact through to acceptance (of us as a retailer / them as a supplier). So it's kind of like sales, but in reverse: selling them on us as a customer and then t read more
Hi @RetailTim , I think you're spot on to say it's like sales. You are selling your business as means to sell other people's products. Without knowi...read more
How do I determine whether HubSpot can serve as a comprehensive solution for managing BOTH customer and internal team emails, taking into account the convenience of having all communications in one platform versus potential workflow adjust read more
Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea read more
Hi @Arnunes ,
At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...read more