HubDoPete

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Guide | Gold Partner

Member since

Message

solutions
50
Replies
135
Upvotes Given
122
Upvotes Received
287
Ideas
0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

JeannieN

Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

Activity

Solved

JWilliams92 on September 18, 2023

Stop overwriting contacts once a form has already been submitted

Does anyone know how to stop the overwriting once the form has already been submitted? We have several form submissions on one person's contact name but they need to be separated.

Reply Discussion CRM

0 upvote

5 Replies

HubDoPete

Guide | Gold Partner

September 19, 2023

Hi Jazmine Interesting problem! The first idea I have for testing is to use some custom properties as an interim step and then use workflows to...read more

Solved

GMarquez1 on September 14, 2023

Contact Setup Question

Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer market read more

Reply Discussion Data Hygiene

0 upvote

2 Replies

HubDoPete

Guide | Gold Partner

September 15, 2023

Hi @GMarquez1 You mentioned both Contacts and Logged In Users. HubSpot treats Contacts and Users seperately. Users are created in HubS...read more

Solved

niederberger on April 22, 2022

Line Items with Pricelist

Hello. We're looking for a solution that "Line items" would have a parent list and all of this lists would have different prices for the line items. I'm not sure how that would be called - probably Vendor Price list. As example, if the product read more

Reply Discussion Sales

4 upvotes

6 Replies

HubDoPete

Guide | Gold Partner

September 13, 2023

Hi all, In July we released the DoPricer native app for this use case. will that suit? best Pete

Solved

PDesai1 on September 07, 2023

Need recommendation for multiple companies with same domain

Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain ABC.com and now we are g read more

Reply Discussion Companies Enterprise

0 upvote

3 Replies

HubDoPete

Guide | Gold Partner

September 11, 2023

Hi Palak, If having multiple companies with the same domain causes problems for your NetSuite integration, you may be better off planning to im...read more

Geo on February 12, 2019

Autocalculate margin & gross margin

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more

Reply Idea Deals Sales Reporting

126 upvotes

72 Replies

HubDoPete

Guide | Gold Partner

September 08, 2023

Ah, thanks @JPs12 - super interesting using the rollup! I'll do some experimenting with that.

Geo on February 12, 2019

Autocalculate margin & gross margin

Reply Idea Deals Sales Reporting

126 upvotes

72 Replies