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DavidVoigt
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond
Miembro desde ‎oct 12, 2021
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FionaSylanaj en Enero 10, 2024
How to create custom lead properties via API
Hi! I'm trying to create custom lead properties through the API. While HubSpot support has indicated that this is possible, I have not been able to find any documentation specifying the steps involved or the relevant API endpoint. Has an Leer más
Responder Conversación Developer tools
4 Me gusta
6 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Marzo 21, 2024
This fellow forum member has found the hidden function: https://app-eu1.hubspot.com/product-updates/143150304/?query=event
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KLivingstone en Febrero 08, 2024
Uploading documents
I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest Leer más
Responder Conversación Documents
1 Me gusta
2 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Febrero 08, 2024
The documents tool is for usage in Sales (1:1) emails. Use Marketing -> Files and Templates -> Files to host documents and other assets for yo...Leer más
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OBetzalel en Febrero 08, 2024
Connect Domain - CNAME duplicate record in domain provider issue
Hi, We have issue that we configured the domain tracker for email clicks & landing page. The record we set are: click.example.com (Marketing email (web version)) & lp.example.com (Landing Page). The Host + Required Data was Leer más
Responder Conversación Enterprise Professional
1 Me gusta
1 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Febrero 08, 2024
You should contact your domain provider's support so they can make sure there's no funny business with that CNAME record. Multiple subdomain names po...Leer más
HRich en May 31, 2023
Count of one to one emails sent, excluding sequences
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda Leer más
Responder Conversación Reports
1 Me gusta
2 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Febrero 07, 2024
@TomasVR wrote: Finally, in your report, filter out the contacts where "Enrolled in Sequence" is set to "Yes." This will exclude any sequenc...Leer más
NicoleSengers en Febrero 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leer más
Responder Idea Contacts & Companies Workflows
967 Me gusta
253 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Diciembre 12, 2023
+1 at the very least, when creating an object right then and there, in the workflow if another object (i.e. create deal from contact) have the option...Leer más
Mark_T en Febrero 23, 2023
Workflow Trigger On Value Change
So, I'd like to make a suggestion for an improvement to workflows, please. Currently, we have a deal-based workflow that gets triggered if a property has been updated within the last 24 hours. However, when this happens, the workflow only trigge Leer más
Responder Conversación Workflows
1 Me gusta
6 Respuestas
DavidVoigt
Colaborador líder | Partner nivel Diamond
Noviembre 08, 2023
> if you want to trigger workflow enrollment when a deal name changes, set it to "Deal name is known" and enable re-enrollment for it. This wi...Leer más
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