TomM2

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Key Advisor | Partner

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solutions
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sharonlicari

Tom Mahon

An ex-HubSpotter (product expert for forms and lead gen tools). Now a Freelance product marketer, digital marketer and HubSpot advocate! Ready to help with any issues, big or small! Tom@hub-spark.com

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Solved

ZFisher7 on September 12, 2023

Abandoned cart emails without shopify

Hello, I want to create an abandoned cart email to send via a workflow and i'm having problems. We don't have shopify we use woocommerce. I'm trying to use the abandoned cart template but it doesn't seem to be pulling in the products even thou read more

Reply Discussion Marketing Email

0 upvote

3 Replies

TomM2

Key Advisor | Partner

September 15, 2023

Hey @ZFisher7 I'm not familiar with that integration, but if everything appears t obe workign for you I'd advise trying a test contact. I usually h...read more

DStone1 on September 12, 2023

Contacts Not Updating

I am in desperate need of a solution to a rather simple problem. This is causing hours of additional manual work, that should not be needed. As a School, we are legally required to hold contact details for both the Mother and Father. So, on our read more

Reply Discussion Workflows

0 upvote

7 Replies

TomM2

Key Advisor | Partner

September 15, 2023

The issue here isn't updating property values, that's easily done through either "copy property value" or "set property value" workflow action. The i...read more

ADurieux on September 14, 2023

Form Submission UTM reports for campaigns

Hello, I'd like to be able to pull a UTM report per Marketing Campaign to see where the form fills are coming from. I use UTMs on all outreach and I need to know which UTMs are driving form fills. Right Now I can only see which UTM is crea read more

Reply Discussion Professional

1 upvote

4 Replies

TomM2

Key Advisor | Partner

September 14, 2023

Hey @ADurieux just to confirm, do you want the utms in the urls of all form submissions? If so, the best would be to add utm fields as hidden field...read more

Solved

GDSolutions on September 14, 2023

Deal Moved to Next Stage BUT Activity Timeline does not indicate scheduled Mtg

I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo read more

Reply Discussion Professional

0 upvote

4 Replies

TomM2

Key Advisor | Partner

September 14, 2023

Hey @GDSolutions activities can be tricky in automation, when you look for something like "meeting name is unknown" it's still going to look for a ...read more

Solved

hossain11 on September 14, 2023

Facebook messenger integration

Hello, suppose I have two Facebook pages connected to my CRM. Can Hubspot CRM recognize when the same user sends messages from both of my pages and collects those messages in a single central location?

Reply Discussion Free

1 upvote

3 Replies

TomM2

Key Advisor | Partner

September 14, 2023

Hey @hossain11 yes, this would be done through the conversations inbox, you can connect your facebook messenger accounts as different channels and ...read more

Solved

TFerraro on September 13, 2023

How does "Most Used Properties" in Advanced Filter Populate

My users routinely search on a handful of properties in Deals. My "Most Used Properties" now includes the ones I frequently search on. Is there a way I can instruct users to manually add a property to their "Most Used Properties"? Or does this on read more

Reply Discussion Professional

1 upvote

2 Replies

TomM2

Key Advisor | Partner

September 13, 2023

Hey @TFerraro no it's not possible to manually add most used properties. It's just a user level group of *your* most used properties for search.

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