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ddchbhs
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Member since ‎Apr 27, 2017
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ccds11 on March 17, 2017
Contact or Company Tags?
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Reply Idea Contacts & Companies
479 upvotes
242 Replies
ddchbhs
Contributor
August 25, 2017
Agreed, tags are what I'm looking for. In my case, I would like to tag some prospective companies as "strategic partners". The easiest way I can thin...read more
Solved
ddchbhs on August 03, 2017
How to identify "cold", "warm", "hot" companies?
When I create a company, I would like to indicate the "warmth" of the opportunity, and provide some background. So far I created a custom property called "background" (surprised I had to do that... maybe I don't have to do that and there is a be read more
Reply Discussion
0 upvote
4 Replies
ddchbhs
Contributor
August 04, 2017
Hi Phil, Maybe I'm just not CRM savvy (correction: I'm not CRM savvy...) How do you (or others) use HubSpot to add leads and "score" them?
Solved
ddchbhs on August 03, 2017
How to identify "cold", "warm", "hot" companies?
When I create a company, I would like to indicate the "warmth" of the opportunity, and provide some background. So far I created a custom property called "background" (surprised I had to do that... maybe I don't have to do that and there is a be read more
Reply Discussion
0 upvote
4 Replies
ddchbhs
Contributor
August 04, 2017
Hi Phil, Maybe I'm just not CRM savvy (correction: I'm not CRM savvy...) How do you (or others) use HubSpot to add leads and "score" them?
Solved
kathla on December 14, 2016
How to connect collected forms fields to contact properties
I'd like to populate some custom contact fields with the data I receive from a connected form on my website. The form has been recognized successfully by HubSpot and the form created a new contact with the "Name," "Organization," "Phone," and "Email read more
Reply Discussion Collected Forms Contacts Forms
0 upvote
6 Replies
ddchbhs
Contributor
July 23, 2017
Hi May, does one need a paid subscription to HubSpot marketing to accomplish this? I would like to create a form on my website with a number of c...read more
Solved
ddchbhs on July 23, 2017
Can I use HubSpot Forms API with free plan?
Hi, do I need Basic marketing plan to unlock Forms in order to use the Forms API, or can this be done for free? I notice there is no ability to create forms in HubSpot for free, so I'm not sure how this would work. I would like to create a form read more
Reply Discussion
0 upvote
1 Reply
Solved
ddchbhs on May 16, 2017
How can I get form data into HubSpot?
Here is my desired flow: User fills out a WordPress Contact Form 7 (CF7) form on a web page (has a bunch of fields) All fields map to custom fields in HubSpot (as well as normal name, email, phone fields) A deal is created based on this... Or read more
Reply Discussion
0 upvote
6 Replies
ddchbhs
Contributor
May 29, 2017
Also, do you know of any WordPress plugins that handle this API stuff without the need to reinvent the wheel?
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