Shadab_Khan

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Guide | Elite Partner

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solutions
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Shadab Khan

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Solved

AOBrien8 on April 09, 2024

Scoring a file view

I need to score when a prospect views a file that I have uploaded to Files, and created a HubSpot link for. For some reason, I'm being told by Customerservice that while I can set this up in the scoring criteria as a page view, that it won't sc read more

Reply Discussion best practices CRM Documents File Manager Forms Marketing Professional Sales Workaround

0 upvote

2 Replies

Shadab_Khan

Guide | Elite Partner

April 09, 2024

@AOBrien8 , Agreed scoring property needs some more love, My workaround as follow: Create a multi-select property with all the file n...read more

Solved

zachtaylor on April 09, 2024

Can you pre-fill a form without using a query string?

We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more

Reply Discussion best practices Contacts CRM Enterprise Forms Professional

1 upvote

4 Replies

Shadab_Khan

Guide | Elite Partner

April 09, 2024

Hi @zachtaylor , If you want a property value to be preselected you can do so via form settings (you can also make it hidden) the query stri...read more

baernhardj on April 05, 2024

CRM Report: How to show association labels in reports

I want to create a report (table) with contacts and related companies. As column I need a list (comma separated) with the names of the association labels (if any). I tried the following: Create a report based on contact and companies wit read more

Reply Discussion Companies Contacts CRM Reports

2 upvotes

8 Replies

Shadab_Khan

Guide | Elite Partner

April 05, 2024

@PamCotton Thanks for the Tag @baernhardj Probably will have to two separate reports,

Solved

VLibersat on February 08, 2024

NPS score as a tile in DB

Hi, I am building our CSS dashboard and want to display our NPS scoe as a tile, not show the # or percentage of detractors, neutral and promoters. How do I achieve this? I can't find any way to display just the result of the score calculation. T read more

Reply Discussion Dashboards

1 upvote

7 Replies

Shadab_Khan

Guide | Elite Partner

March 27, 2024

@VLibersat we honestly have a custom Object with "NPS Pipeline" gives us lots of control (we are B2B so lower volume), i can see a good use-case wi...read more

DAnaGuiloff on March 08, 2024

[RECORDING] Objects & Associations

RSVP for future events: https://events.hubspot.com/hubspot-admins The flexibility of HubSpot's data model has increased a lot in the past year. Custom objects have continued to mature, the Data Model Overview has become much more robust, and read more

Reply Discussion Recording

1 upvote

2 Replies

Shadab_Khan

Guide | Elite Partner

March 11, 2024

@BérangèreL Thanks for the Tag! @DAnaGuiloff Thanks for Sharing! Looks like Maggie dropped some cool updates awesomeness! Asso...read more

AAshraf8 on March 03, 2024

How to Get Forms Submission with Tickets associated with it using Hubspot API

Dears, How to Get Forms Submission with Tickets associated with it using Hubspot API, There is no link between the form submission and the tickets that created after the form is submitted. What i found was the below APIs, This to get the f read more

Reply Discussion CRM

0 upvote

5 Replies

Shadab_Khan

Guide | Elite Partner

March 05, 2024

Dear @AAshraf8 Natively no - but you can build a workaround using workflows and use the "increment values" action and you will have to create a ...read more

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