paulschmidt

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Contributor | Elite Partner

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solutions
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chrlee on January 06, 2022

What is one of your favorite automation and AI tools that you use regularly?

Utilizing marketing automation and artificial intelligence (AI) includes finding the right tools that work for you. Whether you're leveraging automation and AI for your internal processes, such as maintaining data hygiene, or your customer-facing p read more

Reply Discussion AI Automation Inbound Marketing

60 upvotes

394 Replies

paulschmidt

Contributor | Elite Partner

February 16, 2024

Custom GPTs from ChatGPT are the best for using AI for specific use cases.

Solved

BWitcher on July 06, 2023

Overview of Weekly Deals Created

Is there a way to show a report that has x-axis as "number of deals created into a specific stage for the week" and then y-axis "trailing weeks." Would like to see in graph form how much each week has netted us.

Reply Discussion Professional

0 upvote

3 Replies

paulschmidt

Contributor | Elite Partner

July 06, 2023

I understand the X-axis. What do you mean by trailing weeks?

paulschmidt on June 12, 2023

Allow 'default home page' to be any URL / screen in your HubSpot portal

As HubSpot gets bigger and applicable to more user roles across Hubs, the default home page within account settings should be configurable to any screen in your portal. Right now it is only configurable to specific tools. Personally, I'd like read more

Reply Idea Account Settings

0 upvote

0 Reply

Kanako on June 01, 2017

First Contacted Date

Looking at List of Contact properties, I wonder if I can have "First Contacted Date." - opposed to Last Contacted ( the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in th read more

Reply Idea Contacts & Companies

138 upvotes

38 Replies

paulschmidt

Contributor | Elite Partner

April 04, 2023

This is possible but will require you to build a custom date contact property and a workflow. Here are the steps: 1. In settings, creat...read more

Solved

OAtalay on September 05, 2022

Attribution Problem bw direct traffic and search traffic

Why some my leads appear as Direct Traffic even they are from google ads. I am sure they are coming from Google ads based on the landing page, lead time etc. What should I do?

Reply Discussion

0 upvote

3 Replies

paulschmidt

Contributor | Elite Partner

September 06, 2022

For #1, if you're using HubSpot Ads, then you can use this as a setup walkthrough: https://knowledge.hubspot.com/ads/ad-tracking-in-hubspot ...read more

Solved

OAtalay on September 05, 2022

Attribution Problem bw direct traffic and search traffic

Why some my leads appear as Direct Traffic even they are from google ads. I am sure they are coming from Google ads based on the landing page, lead time etc. What should I do?

Reply Discussion

0 upvote

3 Replies

paulschmidt

Contributor | Elite Partner

September 06, 2022

For #1, if you're using HubSpot Ads, then you can use this as a setup walkthrough: https://knowledge.hubspot.com/ads/ad-tracking-in-hubspot ...read more

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