Currently in Sequence (Sales Professional Only) indicates whether or not a contact has been enrolled in a sequence. This is set automatically to "true" when a contact is currently enrolled in a sequence.
HubSpot Wish List
Add Lead Flow Submissions to 'Campaign' feature
Submitted by: Liam Bates
Lead Flows are one of the best features HubSpot has ever created, and one of our clients receives a ton of their leads through exit-intent pop-ups and slide-in banners.
Unfortunately, they are not tracked yet in the HubSpot campaign feature, making it not fully comprehensive of a whole campaign strategy.
This would be a great addition and better represent the successes and failures of a campaign we run.
[Now Live] Update Points of Contact Right in the HubSpot App
Found in the Company & Contacts section of the Account & Billing dashboard, customers and partners can now manage points of contact right in their HubSpot portal.
As a partner, various members of your team should be assigned as the primary contact or onboarding contact for a specific client. In addition, someone from the client should be listed as the decision maker or billing contact.
Please be sure to keep this up to date for your HubSpot clients to ensure that notifications go to the appropriate person.
What The Hack
Because sometimes HubSpot needs a little help -- and other times, so do you. Weekly tips, tricks, & HubSpot hacks to help you master HubSpot.
Last week, we chatted about the new functionality of HubSpot & Instagram, so, this week, of course, we had to do a tutorial.
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HubSpot Hack Awards
Jeppe Houman Nyrup
One of our amazing friends and Hubcast listeners from Denmark sent in this hack.
The other day I was on the phone with a client that needed to create a list of contacts attached to a Parent company in the CRM.
Apparently HubSpot has chosen to make the life hard on people who want to do that (or it is currently a bug) cause the company property ‘Parent Company’ is a number, which makes it pretty hard to enter a name of that parent company:
But I found out that if you go into your company database in HubSpot and find that Parent company you can find this number in the URL:
If you copy/paste this ID number into the parent company property on your list – Badabing & Boomshakalaka – you have a list of contacts associated with a company that has this parent company attached
That was my best hack of the month. It can be used in other ways as well, but that ID is very good to know for both Companies, Contacts, Deals, etc.
Until Next Time
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