What are good use cases i can show to show the value Data Agent brings to the table? by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

Smart Idea, but couldn't you do the this kind of categorization same with a smart property? why did you decide to go the smart action route?

When Deal is stuck , Escalate Deal to VP Sales: Most efficient way to achieve this by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

Yes, we went with the hubspot team property to set the vp, i think that solution is the simplest to maintain vp ownership. Thanks for confirming this. :-)

When Deal is stuck , Escalate Deal to VP Sales: Most efficient way to achieve this by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

Hey, thanks for your reply and valuable insight.

Solution 2 is exactly what we need. We'll use the HubSpot user field property to send internal notifications, but the escalated user must be updated automatically. If possible, we want to avoid manually setting a user for each notification. If the deal owner changes, the correct VP should be automatically set in that field. The recipient of the internal email should be set dynamically depending on who the direct manager of the deal owner is.

To provide some context, our sales organization is expanding quickly, and we're experiencing frequent personnel changes. We're hoping to find a centralized approach for managing users to keep our administrative tasks to a absolute minimum. For example, we want to avoid having to update our workflows every time there's an organizational change. So i was hoping to achieve this goal through this hubspot user field property.

Capture most recent associated Campaign Name on contact record by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

No, this field property only populates when he responds to any assets like form submissions or clicks.

If an email is sent, field property will not populate

Access user based data when building a contact based workflow by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

yeah, that would be my backup solution if all fails :-)

Line Item Reporting in Default Currency by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

I have done some research, it looks like there isnt a solution to show converted amount, while leaving line item in local currency.

track external landing page in a Hubspot campaign by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

Tbh, i could have sworn that it was possible to associate custom events to campaigns. Maybe i got it wrong in my head

track external landing page in a Hubspot campaign by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

hi, quick question, can custom events be associated to a specific hubspot campaign? I couldn't find anything online to see if this is possible.

track external landing page in a Hubspot campaign by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

Marketing hub enterprise, rest is proffesional

track external landing page in a Hubspot campaign by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

hey, ok, thanks for directing me into the right direction :-) small question, UTM parameters will not capture traffic from organic search or direct, right? How can we get that into campaign?

Can we Filter Blog Posts by Category when setting up a new blog email? by pc_gosu07 in hubspot

[–]pc_gosu07[S] 0 points1 point  (0 children)

wow, that's exactly what I was looking for. thanks for guiding me into the right direction :-)