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Solved
JBell342 on May 09, 2025
Hello All, I am looking for some help and I wondered if you would know a solution for my issue. We currently cannot seem to figure out a way to do this with workflows, other than using something external like Zapier or Boomi. Scenario: Our read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 09, 2025 05:01
Hi @JBell342 , The key to this is setting up one workflow per day / person and leveraging the workflow working hours feature: https://knowled...read more
Solved
ejhpm on April 14, 2025
We have an active sync between Dynamics365 and HubSpot for both our D365 Leads and Contacts to HubSpot Contacts. However, because Leads and Contacts are separate in D365, when a Lead is Qualified in D365 and becomes a Contact, both types of records read more
Accepted solution
Top Contributor | Platinum Partner
April 14, 2025 14:27
Hi @ejhpm ! I would love to recommend the Koalify tool - will tag the owner and expert @JonasDeMets perhaps he can give you a better overv...read more
Solved
Tb3000 on April 07, 2025
A team member with full contact delete permissions has the delete button greyed out when viewing All Contacts. This is when selecting one contact only. Others with same permission are able to delete the same chosen contact. Current work read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 08, 2025 00:05
Hi @Tb3000 , As far as I know, even if you're selecting just one contact, deleting contacts from the index page is considered a bulk action. ...read more
Solved
KMercier on March 13, 2025
HELP!!! I have joined a new business that uses Hubspot. They have created my profile, which I have no issue logging into. However, when I am on my profile, I am unable to see any details. For example, I cannot find any client/ contact/other details read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 13, 2025 09:22
Hi @KMercier , If you were invited to a HubSpot portal by an admin, then you would have to reach out to them to adjust your permissions. It so...read more
Solved
baernhardj on February 11, 2025
Hi We use teams in HubSpot. Several properties of objects are limited in access to different teams. Is there a possibility to export or create a list of the e.g. contact properties including the access rights? If I export all properti read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 11, 2025 07:07
Hi @baernhardj some of this information about ownership is only accesible from the API so you 'd need to have a developer on your team to expo...read more
Solved
radesaRDS on February 07, 2025
Hello, since I've connected my email , Hubspot is only able to send emails from this address however, the Inbox Automation feature is not working. The feature shows turned on (green) with the slider, and I've tried to reset it a few times with read more
0 upvote
3 Replies
Accepted solution
Participant
February 11, 2025 11:05
You're welcome! Try connecting your privateemail.com account to an email client like Outlook or Thunderbird using the same IMAP/SMTP settings. It...read more
Solved
MParks4 on January 09, 2025
When I used to open a contact on the left side of my screen it would show who they worked for, where they were located etc now that is gone? Is there a way to get it back?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 10, 2025 00:25
Hi @MParks4 , Are you referring to the left contact sidebar, showing contact properties? If so, a surprising amount of users have had issues w...read more
Solved
peytondonnell on January 02, 2025
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
Accepted solution
Hall of Famer | Partner
January 02, 2025 11:55
Hi @peytondonnell , I am not aware of a dedicated setting for this, unfortunately. A workflow is likely the fastest route to a solution. ...read more
Solved
HGH5 on December 05, 2024
I am trying to move one of the last values from a 150+ dropdown list. But since only 100 per page, I am not able to move the value from second page to the first page. Any thoughts? screenshot below
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 00:09
Hi @HGH5 , A while ago, HubSpot luckily introduced the Order column which is freely editable. You don't need to try and drag and drop the opti...read more
Solved
RManikus on October 30, 2024
How do you create a unique ID for each contact/deal?
1 upvote
5 Replies
Accepted solution
Most Valuable Member | Platinum Partner
October 30, 2024 06:15
Hi @RManikus Just to clarify that all records in the CRM have a unique ID automatically created by HubSpot. You can access this ID from the ...read more
Solved
Marie_ on October 26, 2024
Does anyone have a workaround to stop a contact owner from removing themselves without assigning the contact to someone else? ie, I don't want the contact to be left unassigned The scenario: A sales contact owner wants to give up a contact and read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 27, 2024 02:16
Hi @Marie_ , Users that can edit a field in HubSpot also have the ability to leave it empty - the two can currently not be separated from each...read more
Solved
RAWBiochem on October 11, 2024
In the old Hubspot format version I was able to add in a Product info tag (heading) which allowed me to add products in a pull down list for each prospective client. By using this product identifier for each prospective client, I am able to filter read more
0 upvote
6 Replies
Accepted solution
Key Advisor | Gold Partner
October 18, 2024 12:49
Hi Larry, yes here are some steps for you to add more options to your "Product Interest" custom property on your contacts. Stay away from the Product...read more
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