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 everyone, I am looking for recommendations on apps that integrate effectively with HubSpot for SMS and WhatsApp messaging in the UK. We are already fully utilising HubSpot’s email and calling functionality, and would now like to send SMS and Wha 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

While attempting to import historical deals with associated line items I discovered there isn't a valid Knowledge Base to accomplish this. I did attempt the method described in Sample import files , but it didn't work. With the help of HubSpot Supp 続きを読む

Hi, I want to have a vew on Contacts, that have associated Leads but can't seem to find it - can anyone help? (in the contact view I'd expect to see a field like "number of associated Leads" just as it exists for Deals and Companies) Happy for 続きを読む

I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o 続きを読む

With reference to this article: https://knowledge.hubspot.com/records/add-and-remove-attachments-from-records To Hub Spot panel: In the above article, please mention that images sent in replies from contacts will not appear as attachments if s 続きを読む

Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te 続きを読む

Hi We are looking at incorporating an external email address into HubSpot which clients send enquiries to. The question I have is around attachments, if they send an attachment to the email, does this come into the contact record and if so, wher 続きを読む

We currently record 'closed won' deals for planned preventative maintenance (PPM) visits. These visits are more than once/annum, say January & July. Can HubSpot create an automated notification 1 month before the last month (July) to remind the 続きを読む

Our Global CRM system is not integrated with HubSpot, I've downloaded all contacts exporting everyone with an 'Email' Or 'First name' populated. We've completed an extensive matching exercise externally and have managed to merge with our CRM data. 続きを読む

Hi, I am trying to set up a cross-object report, using Company as the primary data source and Deal as the secondary. We have an "application number" in the Company that tracks the most recent application, and each related Deal record has it 続きを読む