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ClarindaBoom
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎Jun 15, 2022
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    23
  • Upvotes Given
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ClarindaBoom on May 15, 2024
Group email activities types by thread to prevent inflated activity data
Hi there, I'm working on a report to look at total number of sales activity split by activity assigned to a sales rep. This is a bar chart > count of activities split by assigned to user, broken down by activity type What we're finding is t read more
Reply Discussion Professional
0 upvote
1 Reply
cwick1221 on November 15, 2023
Create setting so if you assign a Company Lead, only the Contact Lead goes to prospecting
I really want to use the prospecting hub as the core spot for all of my sales reps to work. However, I face a few issues: While we work contacts as Leads, we assign accounts (eg. Companies) to them. However if I assign Companies to a sales rep, th read more
Reply Idea Properties
6 upvotes
1 Reply
ClarindaBoom
Contributor | Elite Partner
March 14, 2024
This is a limitation we are facing as well, upvoted!
JPogorzelski on February 19, 2024
Missing Contacts after Import
Hi all, We're attempting to import an external Excel sheet into Hubspot to update some contacts. Our source file has 100 rows of data, which Hubspot detects. However, when the import is completed, only 89 records are updated read more
Reply Discussion Contacts CRM
1 upvote
10 Replies
ClarindaBoom
Contributor | Elite Partner
February 19, 2024
Hi @JPogorzelski , along with what Karsten has kindly shared, when you did the import, did you select "update contacts only", or "create and upd...read more
THoang on February 15, 2024
Email Field - Please enter a valid email address
Does anyone know what hubspot is checking? Are they seeing if the domain is valid? Unless I add a .com to my email it will give me the "plese enter a valid email address" in red below the field.
Reply Discussion Forms
0 upvote
2 Replies
ClarindaBoom
Contributor | Elite Partner
February 15, 2024
Seems to be an issue for unusual email addresses - here's a thread discussing it: https://community.hubspot.com/t5/Lead-Capture-Tools/Failing-valida...read more
Solved
CateDuarte on February 09, 2024
Shared Inboxes and Enquiry Follow-Ups
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
Reply Discussion Professional
0 upvote
5 Replies
ClarindaBoom
Contributor | Elite Partner
February 09, 2024
ah I'm afraid that's going to be tricky then - looks like quite a few people are requesting this as a possibility here: https://community.hubspot.co...read more
Solved
CateDuarte on February 09, 2024
Shared Inboxes and Enquiry Follow-Ups
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
Reply Discussion Professional
0 upvote
5 Replies
ClarindaBoom
Contributor | Elite Partner
February 09, 2024
ah I'm afraid that's going to be tricky then - looks like quite a few people are requesting this as a possibility here: https://community.hubspot.co...read more
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