HubSpot Community - About Josh

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Recognized Expert | Platinum Partner

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Josh Curcio

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ESalgado on September 20, 2023

Creating automated taks

Is there a way to create workflow for creating automated tasks, the criteria is that the contact has not been reached in a certain amount of time, for example 5 days. If that customer has not been reached out to on the 6th day, an automatic task is read more

Reply Discussion CRM Tasks Workflows

0 upvote

2 Replies

Josh

Recognized Expert | Platinum Partner

September 20, 2023

Hi @ESalgado , If you are on a Pro or Enterprise level of HubSpot you can accomplish this exact thing using a workflow. https://knowled...read more

BCochran on September 20, 2023

Center the Logo in a Quote

We are looking to center our company logo in an HS quote. Currently, it is justified to the left, by default; to have it centered would give a quote a professional look. Neither I nor my tech guy can figure out how to do it with a child theme or read more

Reply Discussion Professional

0 upvote

1 Reply

Josh

Recognized Expert | Platinum Partner

September 20, 2023

Hi @BCochran , Are you using a custom quote template ? If so, you may have to change the logo placement via the quote template vs the setting...read more

Solved

TheHSExpert on September 20, 2023

Help with Shared Deal creation

Hi all, I could use some help with creating a Shared Deal for a new client. I'm working with Company A to provide HubSpot services to Company B. Company B want to purchase HubSpot and will be the end users. Company A will be paying for the s read more

Reply Discussion Commission Lead Registration

0 upvote

2 Replies

Josh

Recognized Expert | Platinum Partner

September 20, 2023

The shared deal should be associated with the domain/company that will be used on the HubSpot account, I believe.

DMARKETING1 on September 20, 2023

How to use HubSpot to generate leads for your roofing company in Spokane

I'm a roofing contractor in Spokane roofing , Washington, and I'm trying to use HubSpot to generate more leads. I've been using HubSpot for about six months now, but I'm not sure if I'm using it to its full potential. Does anyone have any tips on read more

Reply Discussion Free Starter

0 upvote

1 Reply

Josh

Recognized Expert | Platinum Partner

September 20, 2023

Hi @DMARKETING1 , While the tools are there to help you the lead generation will come from strategy and implementation. At a high level, I wou...read more

Solved

AEGIS1997 on August 03, 2017

Logging incoming emails in Hubspot

Hi, Is it possible to log incoming emails in Hubspot? To be clear these are emails that are not replies to an outgoing email generated and logged in Hubspot. I have linked my gmail account but can't seem to see how to do this. Thanks in advan read more

Reply Discussion

28 upvotes

32 Replies

Josh

Recognized Expert | Platinum Partner

September 11, 2023

Hi @Tonya1 , You can add new incoming emails to HubSpot be forwarding the message or clicking the button "Add to CRM". Josh

BHughes2 on September 11, 2023

Free account says I've used all available custom properties but no custom properties are listed

I have a Free account for which 10 custom properties are allowed. Hubspot says I've used 11 of the 10 allowed (assume they were created during a trial period?), however, when searching the list of properties across all objects (Companies, Contacts, read more

Reply Discussion Free

0 upvote

2 Replies

Josh

Recognized Expert | Platinum Partner

September 11, 2023

Hi @BHughes2 , Do you see any custom properties under the "Archived Properties" tab? If there are, permanently delete from there to se...read more

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