karstenkoehler

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(He/him)

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Karsten Köhler

HubSpot Freelancer • RevOps & CRM Consultant • HubSpot DACH Marketing Manager 2016-2019 • Beratung auf Stundensatzbasis • Termin vereinbaren: https://app.hubspot.com/meetings/karstenkoehler/45-30-15

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NaomiZ on April 24, 2024

Multiple Hubspot Submission Forms are coming in one top of other Submissions

For our sales team, we get Hubspot Submission Forms through our emails. Sometimes, multiple submission forms will show up in an email when they should be coming through in separate ones. I have even seen where a form came through in its own email bu read more

Reply Discussion Sales

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @NaomiZ , In the options tab of the form editor, there is a setting "Always create contact for new email address". Enable it and the issue ...read more

JMurphy39 on April 24, 2024

utm_campaign is blank on Automated Emails

Hello: We have turned on the source tracking for emails - in the Settings -> Marketing -> Email -> Tracking tab. utm_medium=email utm_source=hs_email (this is used for regular emails, blog and RSS emails and feedback survey emails) utm_ read more

Reply Discussion Marketing Email

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @JMurphy39 , Have you created a campaign and associated it with the automated email (in the settings tab of the email editor)? https...read more

BDowding on April 24, 2024

Radio Button

I have created a property and am attempting to use radio buttons for the information to be captured in HS. However, when I go back to the form the radio buttons do not appear and instead the defined answers show up as a pull-down menu. Anyone have i read more

Reply Discussion Companies Lists

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @BDowding , Dis you accidentally select a drop-down instead of radio select? You can double check by looking up the property under Settings...read more

PAtlan on March 14, 2024

Preventing automatic email association with deals

Hi all, As explained in this article: https://knowledge.hubspot.com/records/associate-activities-with-records , Hubspot automatically associates e-mails logged in to a company with the five last open deals in the company. In my case, this r read more

Reply Discussion best practices Deals

2 upvotes

4 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

@PAtlan @GLloyd1 this is now in private beta 🙂 Replace the 123456789 with your own portal ID: https://app.hubspot.com/product-updates/1234567...read more

Solved

OBetzalel on April 24, 2024

Change a property value automatically based on date

Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more

Reply Discussion Professional

0 upvote

8 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

@OBetzalel 1. Correct 2. No, this would have to be changed to "is more than 0 days from now" 🙂

Solved

KMcKenz on April 24, 2024

Compare Multiple Months of Lifecycle Stage Conversions

Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee read more

Reply Discussion Dashboards Professional

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @KMcKenz , For this particular visualization, that's correct and there aren't any ways around that within one report. However, you can crea...read more

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