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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner
Member since ‎Nov 20, 2019
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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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karstenkoehler
Hall of Famer | Partner
June 22, 2025
Reply to Help me creating these report in HubSpot
Hi @Saassolution , For the first report, deal funnel, you can follow these steps: https://knowledge.hubspot.com/reports/create-new-custom-fun...read more
karstenkoehler
Hall of Famer | Partner
June 22, 2025
Reply to How to access custom email tokens for company signatures eg. {{ user.job_title }}
Hi @AMalek8 , As part of a preset, you should see the typical "Personalize" dropdown which lets you add the tokens: https://knowledge.hubspot...read more
karstenkoehler
Hall of Famer | Partner
June 21, 2025
Reply to Create an email and download in to PDF format
Hi @JGray30 , The best native capability to do so would be the email web version: https://knowledge.hubspot.com/marketing-email/create-a-web-...read more
karstenkoehler
Hall of Famer | Partner
June 21, 2025
Reply to Removing Email from HubSpot Form Breaks CRM Data Sync — How to Use Phone Number Only?
@Akhalaf5 it will create records, yes, but not update existing records with matching phone numbers.
karstenkoehler
Hall of Famer | Partner
June 21, 2025
Reply to Removing Email from HubSpot Form Breaks CRM Data Sync — How to Use Phone Number Only?
@Akhalaf5 that depends on the bigger picture, hard to say from just this request / thread. Can you share a bit more about your processes and use ca...read more
karstenkoehler
Hall of Famer | Partner
June 21, 2025
Reply to Removing Email from HubSpot Form Breaks CRM Data Sync — How to Use Phone Number Only?
Hi @Akhalaf5 , The email is the unique identifier in HubSpot for contacts. Alongside the record ID. Without it, HubSpot cannot associate form ...read more
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