Tips, Tricks & Best Practices

Hello All, I'm working with a client and I'm trying to improve their potetnial cusrtomers experice. Here is the user's flow: Lead submits a (HS) form that is embedded in the customer's website under his domain. Once the lead submits the form, he 続きを読む

I love the new update that give tools to Reorder the contacts in view on the company page. Although we lost the view of their titles there. Is it possible to add that back in? Im in B2B sales - titles - i.e. their job function at the comapny- ar 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

Hi everyone, Question about Lead Statuses. I am trying to better understand any pros/cons in editing the out-of-the-box lead statuses. For example, I know that you really don't want to touch Company Lifecycle (as that breaks the default reports 続きを読む

I have a client looking for more robust lead routing than HubSpot is able to do out of the box. They're specifically looking for two features: 1) Cap the number of open deals a salesperson has 2) Not assign a new lead to someone 続きを読む

Hey everyone, MY org has the following Lifecycle Stages in this order: Undetermined Lead Marketing Qualified Lead Sales Qualified Lead Opportunity Other Customer We also have Contact Types: Customer of Product X Customer of Prodyct Y Vendor Partn 続きを読む

Looking for a good way to build a report that will show total contacts vs total contacts that have had some sort of two-way communication via call, email, or sms. I would like to be able to show a % of total that have has the 2-way communication. 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

I was wondering if it is possible to directly add association labels in bulk as well? As in, I'd like to associate around a dozen of my contacts with the same four companies using the same association label for each of those associations. Is tha 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

I am currently utilizing HubSpot for email tracking and am accessing my email account via IMAP on Outlook for macOS. I would like to confirm if it's possible to leverage the HubSpot Outlook add-on to track my emails on macOS, considering my email is 続きを読む

So my boss is on my case about their being blank fields on the Contact Record. We have cards grouping them together in sections such as: - About this Contact - Sales Information (product interest, engagement, conversion info) - Marketing Informatio 続きを読む