himanshurauthan

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Thought Leader | Elite Partner

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Himanshu Rauthan

Co-Founder and CEO, MakeWebBetter, Technologist, Writer, & Strategist | Active contributor of HubSpot Ecommerce Development and Services | Sales and Marketing Growth Hacker | Inspiring eCommerce experiences through Strategy, Planning, & Team Execution. Apart from work, die-heart sports lover, and a gamer for life.

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Solved

NNick8 on September 29, 2024

Auto-associate contact to a custom object if object is associated with contact's company?

Hi, I have the following use case: We have a custom object called Membership which stores the start, expiration date, type and status of a membership. In our business logic, some memberships cover 1 person, and for those there's a direct contact< read more

Reply Discussion CRM

0 upvote

2 Replies

himanshurauthan

Thought Leader | Elite Partner

October 01, 2024

Hi @NNick8 , Yes, it is possible to auto-associate contacts with a membership record based on their company's membership in HubSpot. Althoug...read more

JHoward1764 on February 25, 2023

Sync HS Contacts with Specific Google Contact Label

Is it possible to have HS contacts sync with a specific label in Google? And Vice Versa I have 20k contacts in Google with 30 different labels. I only want the label called CRM to sync with HS.

Reply Discussion Free

0 upvote

5 Replies

himanshurauthan

Thought Leader | Elite Partner

October 01, 2024

Hi @A_4 , Yes, you can sync HubSpot contacts with a specific label in Google Contacts, but it requires some setup. HubSpot does not natively...read more

Solved

DA8 on September 30, 2024

Association of companies with contacts

Hey @PamCotton , Thanks for your response it is really helpfull. I found this API endpoint https://api.hubapi.com/crm/v4/associations/{fromObjectType}/{toObjectType}/batch/read for associtaion of contacts. But my further question is in this read more

Reply Discussion Developer

0 upvote

2 Replies

himanshurauthan

Thought Leader | Elite Partner

October 01, 2024

Hi @DA8 , When using the HubSpot API endpoint for associations ( https://api.hubapi.com/crm/v4/associations/{fromObjectType}/{toObjectType...read more

Solved

Ants on September 30, 2024

One domain two CRM?

Hi all, I have a client that is currently using HubSpot CRM and their Domain is connected for emailing purposes. I started a new project with them and they wanted to create a brand new HubSpot without changing their current setup. For this purpose, read more

Reply Discussion Admin CRM Settings

1 upvote

3 Replies

himanshurauthan

Thought Leader | Elite Partner

October 01, 2024

Hi @Ants , Connecting a single domain to two separate HubSpot CRM accounts can lead to complications, such as email sending issues, domain ve...read more

Solved

stephanderson on September 25, 2024

Create property that sums deals over specific date range

I am looking to create a property on the company record that sums their total closed deal values for a specific date range (11/1/23-11/17/24). I was looking at using a rollup field type, but I don't see any way to use date as an additional condition read more

Reply Discussion CRM

0 upvote

2 Replies

himanshurauthan

Thought Leader | Elite Partner

September 30, 2024

Hi @stephanderson , To set up a workflow for deals within a specific date range in HubSpot, start by creating a multiple checkboxes property...read more

Solved

austinteo on September 26, 2024

How to Automatically Track Facebook Messenger Activity in Contact Properties

Hi everyone, I’m looking for some guidance on setting up a workflow in HubSpot to automatically track Facebook Messenger activity in a custom contact property. My goal is to log messages received from Facebook Messenger into the CRM, so we can e read more

Reply Discussion Contacts

0 upvote

2 Replies

himanshurauthan

Thought Leader | Elite Partner

September 30, 2024

Hi @austinteo , To automatically track Facebook Messenger activity in HubSpot, you've already made great progress by integrating Facebook Me...read more

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