I need to set permissions so users can see all emails/tickets associated to a certain deal but don't know how to di it. when I use this settings, no emails or ticketa are viewable by the users, even when they are associated with a certain deal th read more
Hi @MVitale2 ,
Permissions in HubSpot always relate to the asset itself (email, meeting, tasks etc), not the record they're associated to. Jus...read more
Hi everyone, We have the " Assign company owner to contact by default " setting turned on in our account, but I've been told that it does not send notifications when the automation is triggered. Is there a setting I can configure to notify read more
Hey HubSpot Community, I’m about to purchase a HubSpot plan and want to optimize the setup process. Could you please help me out? Preparation : What specific data, documents, or templates should I collect from my team/colleague read more
Hey @LevVortman To ensure a smooth onboarding and configuration for HubSpot, collect the following data, documents, and templates from your te...read more
I have three businesses I help seperately, all have HubSpot accounts. I think all three are still in free mode, or possibly Starter. I am told that true Single Sign On (SSO) is only available in Enterprise, but there MUST be consultants or HubSp read more
Hi @wildirishtime ,
If you use the same email address in all portals, you can easily switch as described here: https://knowledge.hubspot.com/...read more
Hey @MColborn , happy Friday!
Integrating CAKE with HubSpot can be done, but it typically requires custom integration, either through HubSpo...read more
Hi ! I created a google group for my company and would like to link it to Hubspot. First, I managed to create a Hubspot account for the email adress linked to that google group. But when I sent emails from the google group, Hubspot didn't keep tr read more
In today's high security environments it is utterly amazing that HubSpot restricts the creation of permission sets ONLY to it's enterprise customers. This is ludicrous in light of current best practices. This should be allowed across ANY paid su read more
Hi @RReiffer ! Thank you for reaching out to the Community.
I know it is not ideal that permission sets can only be created with an Enterprise...read more
Hi @FatFriday ,
Currently, you would have to do this one by one for each user: https://knowledge.hubspot.com/manage-user-working-hours-for-in...read more
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Hi @BButterfield when you build a Custom Report, you can select additional data sources, if you include Companies then you can pull the company nam...read more
Hey @JDiaz37
there is no main page as with Campaigns to see Business Units
because the association to BU is for objects and records first and ...read more
Hi There, We're an agency currently using Active Campaign to manage our client lead generation. Includes landing pages, CRM, Deal Pipeline, Email Automations (Campaigns and Journeys w/ Texting). They have a capability to create a "template" setup, read more
Hi, We have some third party partners who are working with us on redesigning our website and marketing emails. I'm commonly asked to provde these third party parnters with Super Admin Access. However as a business we want to restrict acces read more
I made a video of the Permission Set process just now that might help. If you don't have Enterprise, then I would still follow the same process, b...read more