Tips, Tricks & Best Practices

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each 続きを読む

Hi, I have decided that Workflowmax (Bluerock) is my source of truth. I have Clients (companies)that are active, and others archived. What is this field called on HubSpot? I want to filter out the archived companies. My goal is to assign my com 続きを読む

Hi zusammen, im Salesprozess erfahren wir den company name. Dann irgendwann Demo call und dann irgendwann Angebotsunterschrift. Nun gibt es aber noch weitere Daten die zB für die Rechnugnsstellung oder andere Themen (Datenschutz) vom Kunden beantwo 続きを読む

Hi HubSpot Community, We’re working on a project to standardize and automate the Primary Contact label for companies in HubSpot. Currently, the Primary Contact is manually assigned, and we want to confirm whether maintaining a one-to-one Primar 続きを読む

Hello. We have a company that technically has one email domain and URL, but for our internal purposes, needs to be split into two companies. What is the best way to handle this? Basically, if the company were ACME, we want to have ACME-WEST and 続きを読む

I would like hubspot to segrate our customers/clients from our partners but I am unsure if it's a natural thing to do with hubspot. Customer is a traditional customer following a traditional sales cycle/process. Partner is like a vendor/sup 続きを読む

A sales rep requested me to upload a list of contact from ZoomInfo with Addresses derived from the company address. As best practice, I created the company records and put their addresses on the Company object. Unfortunately, this leaves a lot of th 続きを読む

Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some 続きを読む

We have been using HubSpot for the past 5 years, primarily in a Contact based focus, rarely if ever looking at Companies. Our company has grown and we now operate on more of a B2B model. Has anyone else moved from Contact to Company model? I unders 続きを読む

Hello Hubspot Community! I'm trying to create a workflow automation to automatically assign a Company to one of our Customer Success Managers once the stage of a deal has passed a certain point. The steps themselves are relatively straight forw 続きを読む

Hi. I need to merge two companies. In the past I chose the target company, click on actions and merge. When I now click on "actions" the merge function no longer appears. Who can help? Best regards Sebastian

Hello, So grateful for any tips and advice! We provide waste collection services to our customer's sites. We currently use Marketing Hub and want to start quoting from Sales Hub. I am after a data structure which will force users to only ad 続きを読む