Tips, Tricks & Best Practices

Hi All, I'm working with a customer, I'm writing a PRD for a project to migrate the the customer from an existing custome CRM platform to HubSpot. One of the things that I need to solve it recurring billing,. This will be done outside of HS, do 続きを読む

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.

Unfortunately, and to be honest the CRM looks very complicated making me think to find another CRM.. theres, contacts, leads and deals and this is making a big confusion.. I want leads coming from Facebook ads to go directly and automatically t 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

I am utilizing the Deal Pipeline Conditional Stage Properties to require the Sales Team to enter in data for certain properties when moving a Deal to "Closed Won". One of these properties has conditional logic associated with it, so that if you answ 続きを読む

My manager is concerned that I am leaving old lead records assigned to a User that has left the company and has since been deactivated. But the leads are already Qualified or Disqualified (Closed). My hesitation is to move them to the existing conta 続きを読む

En mi cuenta de HubSpot, el usuario graciana@aadet.org.ar está marcado como usuario con licencia de desarrollador. Ya he creado otro usuario para que sea el desarrollador del equipo y quiero usar graciana@aadet.org.ar como usuaria normal y Super Adm 続きを読む

Hello, Because of some of hubspots limitations in regards to how it handles currencies; for the time being we set each currency used in the system to be equal to 1 USD (our company currency). We were looking at a deal pipeline and found the 続きを読む

Hi there, I'm struggling to determine if the following is possible in HubSpot: We're looking to set up a Partner Deal Registration form/webpage. In my experience, it's tough to get partners to share the actual customer information but they'll 続きを読む

Hello all, I’m here to express my gratitude to everyone. Thanks to all your advice, I finally found a budget-friendly, ideal data enrichment tool for my HubSpot account. I’ve tried lots of different tools like Clay, ZoomInfo, etc, but they were qui 続きを読む

Hey everyone! I've noticed several threads about aerospace, defense, and government contractors struggling to use HubSpot while meeting ITAR and FedRAMP requirements. I wanted to share a practical solution that's working well for companies in regula 続きを読む

I get really confused between the State/Region Property and State/Region Code property in HubSpot. They are both text properties and it is messy. I have another property set up called "Select State", that I have populated with all 50 States and also 続きを読む