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
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
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
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
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
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
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
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
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
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
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
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?
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
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
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
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
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
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
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
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
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