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CTA9
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Member since ‎Jun 30, 2022
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Pawan Kumar

Brand offering Inbound Marketing, Marketing Automation, Growth-Driven Web Design and Web Development services and products.

Activity

UBaneen on March 16, 2023
Add Custom Link in Menu (HubSpot CRM)
Hi. I have a client request to add a custom link in navigation bar(HubSpot CRM). I wanna ask, is this possible? If yes then HOW? otherwise how can i add a custom link anywhare on " Deals " page. Thank you.
Reply Discussion Professional
0 upvote
1 Reply
CTA9
Participant
March 16, 2023
Hi @UBaneen , This is not possible to add a custom link to the navigation bar of HS portal, it is the same for the Deals page. But if want to sh...read more
KaKaRoT on January 02, 2023
SFDC & HubSpot Marketing Contact Sync
Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more
Reply Discussion Admin Contacts CRM Enterprise Marketing
0 upvote
3 Replies
CTA9
Participant
January 02, 2023
Hi @KaKaRoT , By default, all leads/contacts from SFDC will be marked as marketing contact in HS. But you can mark a few contacts as non-market...read more
Solved
CMarketing23 on December 20, 2022
Best practices for capturing two audiences on one form (business and personal email addresses)?
We have a unique situtation where we need one form to accept both personal (free) and business emails for two distinct audiences. We organize (free/personal email address audience in the "Other" lifecycle stage and business into "Leads." We can eas read more
Reply Discussion Forms
1 upvote
4 Replies
CTA9
Participant
December 21, 2022
@CMarketing23 Yes, we also think that HS must have these kinds of fields in the form section but till that time, You can do this by implementing a...read more
Solved
LBrown3 on December 21, 2022
Tagging in Emails
Similar to how you can use tags on blog posts, is there a way or workaround to tag emails or contacts in the CRM? For example, sally clicked and engaged with 3 emails with the topic of red shoes. She is probably interested in red shoes but never eng read more
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0 upvote
1 Reply
CTA9
Participant
December 21, 2022
Hi @LBrown3 , Yes, it is possible via workflow and a custom property. The below steps will help you; 1. Create a Contact Custom Property and nam...read more
Solved
CMarketing23 on December 20, 2022
Best practices for capturing two audiences on one form (business and personal email addresses)?
We have a unique situtation where we need one form to accept both personal (free) and business emails for two distinct audiences. We organize (free/personal email address audience in the "Other" lifecycle stage and business into "Leads." We can eas read more
Reply Discussion Forms
1 upvote
4 Replies
CTA9
Participant
December 21, 2022
@CMarketing23 Yes, we also think that HS must have these kinds of fields in the form section but till that time, You can do this by implementing a...read more
JRoyle on May 04, 2022
Is it possible to duplicate a custom object
We had a developer create a custom object for us. Is there a way to duplicate it? I want to use it so I can have a good board view of our leads.
Reply Discussion
0 upvote
3 Replies
CTA9
Participant
September 08, 2022
Hi @JRoyle , Yes, you can duplicate custom object using this app: https://hubspot.dotsquares.com/easy-custom-objects-setup/ Thank you
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