Hello, we are a technology consulting firm and sometimes we produce whitepapers, brochures and such for our prospect customers. We don't want our assets to be downloaded by our competitors. We would like to have a step between the form submission and the asset download. Like a request access to the file. So far, we have been doing it by creating a contact property for each asset. For example "Whitepaper 1 access" with the options Yes and No.
We are looking to split companies between the B2B Sales and B2C Sales. Example: we have a retail customer Elkjøp who carries our consumer products instore/online as well as offfers our B2B solutions. This company has different POCs at our company and it would need to be split so both teams have all their relevant information, they do not have any overlap. Is there a good way to set this up to have only relevant company information for e
Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? Thanks for any and all feedback!
I am currently auditing a client's Lists and proposing some best practices and organization structure to help them keep their portal clean, useful, and efficient. The bulk of their current lists (not many, about 160) have been created for either: Sending an email Testing something Produced by an email or workflow As I have started my audit and am making suggestions, and doing research to how others think about this, it bring
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I have set rules for my users to access only those contacts owned by them. Yesterday, one of the user was unable to access any of his contact. I had to resort to giving him access to all contacts instead of owned in my settings. After that, he was a read more
Hey folks! I'm trying to use a Custom Code Action to generate a date 60 days from the date of workflow execution, and then copy that to a date picker property (using the copy value to property action). However, no matter what format I set the date a read more
Hey community! I'm trying to find a way to measure the sales hub impact vs mkt hub efforts , for that I thought a good way was to create a list to find every contact in HubSpot for which a sales hub user has logged Sales Hub email, phone or L read more
Hi, New post. Tried to see if I could find something related and couldn't so apoligies in advance if I'm repetetive. I'm trying to build out a pipeline table that displays details about last and next activity details related to a deal. I can s read more
Hey There, I'm trying to find a way to associate 2 company records with each other. Both records ultimately represent the same company - 1 record is from before the company rebranding and 1 after. We need to keep 2 separate records and historica read more