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You're welcome, thanks for watching!

Hi @LaurenHighfill, thanks for your question and for watching! No, connecting your email inbox will not automatically bring in old emails to your CRM. However, you can use the forwarding address to manually add any important conversations to HubSpot. Here is a quick video showing you where to find the forwarding address in your HubSpot Portal - ruclips.net/video/sHiel-rkukk/видео.html

Hi @razzleadventures! Thanks for watching and for your question. There are portal wide settings for this, but not email level settings. Depending on your portal settings, HubSpot will add UTM info to your email links automatically. The default usage is below: (this is used for regular emails, blog and RSS emails and feedback survey emails) (this is used for automated emails sent in workflows) [internal HubSpot ID] [campaign name] Hope this helps!

Thank you :)

Hello, and thanks for watching! No, at this time, you can only setup this type of workflow automation with a paid HubSpot subscription.

Hi @RomanGaraj, thanks for watching and for your question! This native workflow extension / integration does not work two directions. I would recommend using a webhook or something like Zapier to push data back into HubSpot. Please let me know if you'd like to explore these options further!

Hi @AlexandraCifuentes-hp3mb, thanks for watching! To send marketing in emails in HubSpot from your own domain, you will need to connect your domain in the domain manager section. This is different than connecting your email here for 1:1 sending. Here's the HubSpot article about it, please reach out with any more questions! knowledge.hubspot.com/marketing-email/manage-email-authentication-in-hubspot

@@LexHultquist thanks for the reply! That means I will need to connect my DNS domain to be able to send emails to lists?

Yes, you are correct!

@@LexHultquist soooo helpful! thx

Hi @Totr10, thanks for watching! To separate your contacts into two separate groups of customers, I would recommend simply using a contact property to indicate the customer type. If you make a custom object for partners, it will have nearly all of the capabilities that the native contact object has, but the contact object is always going to be the one that is tied to sending out marketing emails. You can still do this, and then your contacts who are partners will have a contact record and a partner record that are associated together in your CRM. Please let me know if you would like to discuss this more!

Hi @CarlosGaviriaM, I do not believe you can do calculations across object different objects, but you could probably create this effect using a combination of calculated properties on each object and one or more workflows. Do you have a specific example in mind that you can share? Thanks for watching and for your question!

Thank you, and thanks for watching!

Thanks for watching, @RonAckerman-USA, and thank you for the feedback! I added the requirement of a Pro or Enterprise portal to the description, along with a link to a longer version of the video. I can't promise that it is any slower though! ruclips.net/video/GlWR-qxDAJw/видео.html Hopefully I will have a chance to update some of these videos to include the new workflow UI, and I will be sure to slow down as appropriate!

Hello again! You can request access to this lucid chart here - www.hq-digital.com/hubspot-object-map

Yep! You can download this deck here - www.hq-digital.com/automation-blueprint Thanks for watching!

So glad to hear it! Please reach out if there are other tools or tips we can share!

Hello! This is the custom report builder, a tool that lives inside of HubSpot. I do not know the underlying technology that HubSpot is built on / with.

Glad it was helpful!

Hello! Based on the steps you outlined for your workflow, I believe you could set this up using custom properties on a contact object, but you would not necessarily need a separate custom object.

Thank you, and totally agree! Wish it was available in Pro portals, so many organizations would benefit from using them!

Hi @user-ii4sl4po5w, yes, you need to login to your Google account where the workfsheet is saved. Once you've connected the account with HubSpot, you can select the specific spreadsheet and column.

So glad you found it helpful, please share and reach out with additional questions!

Thanks for your question @YoavAcoustica! I wanted to show a simple example, and we were already using the default lead scoring property in our portal. You can definitely start with the existing property! Here's an article about scoring with multiple properties - www.hq-digital.com/blog/how-to-get-the-most-out-of-custom-scoring-properties-in-hubspot

Hello, thanks for watching and for your question! Here is a quick video showing where you would paste and edit the UTM parameters as links in your HubSpot emails - ruclips.net/video/NsqR4efk64Y/видео.html. You are correct, you would change some of the parameters based on the link, email name, and email campaign. Hope this helps!

Hi @danessasoler5047, thanks for watching and for the question! Unfortunately, it isn't possible to udate phone numbers with the bulk edit tool inside of HubSpot. I would recommend taking an export of the contacts, updating their phone numbers using an excel sheet, and then re-importing them. Below is an example of how you could set it up in the spreadsheet to then import back into HubSpot. Exported Email - Column A: example@gmail.com Exported Phone Number - Column B: 567-1234 Area Code - Column C: (987) New Phone Number - Column D: =CONCATENATE(C1,B1) The only way I can think of doing this inside of HubSpot is using a custom coded workflow action with jQuery or Python. Hope this helps!

We'll send you a mug, email us your address!

You're welcome! So glad it was helpful, thanks for watching.

Thank you, so glad you found it helpful! Please let us know if you have additional questions.

Thank you so much!

Hello, thanks for watching and for your question! Yes, you need at least one Hub (Marketing, Sales, Service, or Ops) at the Professional level to create custom reports.

This is a great video and I subscribed. We’re just a few in our company as we outsource most of it. We have a marketing starter. I need to calculate our total sales for the year by month in a report. Is there a work around for this? Could I use the “revenue” object that HubSpot creates in my contact and then total the revenue in a report? We were using SalesForce and it was so easy to make a custom report and we only paid $200/yr We can’t justify $800/mo for just the two of us

Thanks for watching, and great question! Here is a video of how to make a revenue report using the free report templates in HubSpot - ruclips.net/video/xFjNhZFcZPo/видео.html

Hello, thank you for your question! Here is a video showing these steps - ruclips.net/video/Z5NeBmVyDeE/видео.html If you want to customize your UTMs, you can update your settings and then generate links using HubSpot's tracking URLs tool builder. This let's you change the from email ID number to something like the the email name!

Hey @Brendonwillis5438, this tool is still available in your portal! Here's a quick video of how to find it! ruclips.net/video/4p4HRR7crGE/видео.html Under the reporting dropdown menu, there is a section for "data management" and then a third level menu has the data model. You can also request access to a Lucid Chart here - www.hq-digital.com/hubspot-object-map

@@LexHultquist I actually found this right after I posted that reply. Thanks!

Hello! You can contact me via our website - hq-digital.com

Deal Type would be one example of the many different deal properties. Every deal could be assigned a deal type. But you could also have additional deal properties for deal category, deal class, and deal variety (just as examples). Hope this helps!

​@@LexHultquist Sort of! Sorry I'm very new to this! So deal properties would be the parent, deal type would be sub-category of properties?

Hi @beckchen7113, yes in a way! Deals are the object in the CRM database. In a spreadsheet, each deal would be a row, and each column would be a property. Each deal has several dozen properties that are default HubSpot properties, some of which can be edited / customized. You can also add additional custom properties. Does this make sense / help clarify?

Yes it does! Lot's of information is stored at every interaction point. There is also a latest source and latest source drill-down properties now too - ruclips.net/video/hqpvhtaC6x0/видео.html

Hello! Typically, when a property is archived, it can be restored for 90 days. I am not sure if the same applies to the Lifecycle Stage values, but I would reach out to HubSpot support and see if they can restore them for you. If not, you would need to rebuild your reporting using the new labels you created. Regarding the integrations, the internal values are always used. It can feel a little tedious to track them down, but ultimately it should only be a few copy and pastes. I usually save them in the spreadsheet that has the values there for quick reference!

Hi @staticalmo - I'm not 100% sure which object and properties you are referring to, but in general a workflow is going to be the best way to copy values from one property object to another. When it comes to totals, sometimes you can use a calculated property, and other times a report is sufficient. Hope this helps, thanks for watching!

You're welcome, and thanks for watching!

Thanks so much, glad you like it!

Hello, thanks for watching! Yes and yes! Please feel free to post any video requests or if you would like to connect and discuss training you can use my calendar link - meetings.hubspot.com/lex9/automation-and-reporting-help

Thanks so much, glad it was helpful!

Hello @jakeknight4125, thanks for watching! This feature only creates a link that gets posted in the slack channel, it does not send an image or pdf of the report. If you schedule or send an email with a dashboard, the images are included.

Hi @reazulislamdipto9205, thanks for watching, I'd love to help! Please reach out to me on our website and we can schedule time to discuss this further - meetings.hubspot.com/lex9/automation-and-reporting-help

So glad it was helpful! Please reach out if you have additional questions!

Thank you, and thanks for watching!

Hi Arunachala, thanks for watching! The HubSpot Academy is a very robust resource for certifications and courses, led by the HubSpot team. However, we believe the best way to learn the tool is to use it! Unlike other CRMs, a lot of the clicks are intuitive and as you start doing a task, you'll uncover additional tools and features. And HubSpot is always adding more features. We are working on our own training course and would welcome any feedback or input on the content and types of videos you are looking for!

Hi Gianluca, thanks for watching and great question! You can create a custom workflow to handle the process you described above. This video walks through an example to setup trigger criteria and then set the contact to be an SQL. ruclips.net/video/QsFBSKgAuck/видео.html

Hello, thanks for watching! When HubSpot exports to sheets, it sends the date properties as unix timestamps in milliseconds. You can use the formula below to convert dates from milliseconds, assuming your data is in column A: =(A1/1000)/ 86400 + DATE(1970, 1, 1)