I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Anna, I have setup Zaps to do just this, and it works fairly straightforward if it is not overly complex. Zap has limitations on what you can do wit...read more
When did HubSpot spot allowing users to replace PDFs with other versions? I can't do that now. I LOVED that feature, because then it meant all my CTAs would automatically take the new URL with the new file. Now it's so much more backchecking. C read more
Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When read more
Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...read more
Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When read more
Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...read more
Hi there - I have a question about connecting Google Sheets with HubSpot deals. I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data thr read more
Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen. Look at list of Zaps, and the down arrow o...read more
Hi there - I have a question about connecting Google Sheets with HubSpot deals. I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data thr read more
Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen. Look at list of Zaps, and the down arrow o...read more
Hi, I have a Sales Pro subscription and in the sales group. My HubSpot sales plug-in is linked to another one of our employees (non-sales), and won't reset to me. I've uninstalled and reinstalled and it automatically resets to the other employee. read more
Hey there jsowyrda, I did indeed check that and it was me... but found a link on HubSpot article to reboot the chrome extension and that fixed it...read more