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Hi There ... I have setup a permission set for our sales reps that originally granted them Edit, Delete access to only their contacts. I have since modified this to Everyone but I have found that Sales Reps still cannot delete contacts. This Lire la suite
Yes that is what I meant. Okay ... I've enabled Bulk Delete. They said it was also happening on the individual Contact Record but maybe they just didn...Lire la suite
Is there somewhere in Hubspot to turn off auto-creation of contacts from Direct Traffic? (i.e. Hubspot embeded analytic code in web pages) I found a setting labelled "Allow tracked events to update contact properties" and set it to OFF but it di Lire la suite
Ah! Thanks for pointing out that help page, Karsten. I followed the instructions up to the line: Click to toggle the Collect data from web...Lire la suite
Hello! I recently created a form which is used by our SDR team to submit contacts to our database, and I get an email notification every time a new prospect’s details have been added. However, I have just noticed that the email addresses of several Lire la suite
Membre irremplaçable | Partenaire solutions Diamond
Janvier 16, 2023 10:26
Hi @CDuffy2
This is most likley being caused by the cookies on the browser where the form is being submitted. You will need to switch on the...Lire la suite
Hello everybody, I am working for a small nonprofit that migrated to Hubspot recently, and we are looking to create some custom fields for our contacts. All our deals are in Hubspot and mostly come via our payment processor. To analyze our custo Lire la suite
Hi, I am having a technical error when trying to sync Google Contacts and HubSpot Contacts. Please see screenshot attached. Please advise on how to resolve this. Regards,
Hi, I had to manually delete each contact in both HubSpot and Google Contacts. This is very important to understand: each contact has to be deleted i...Lire la suite
My team and I used Hubspot to archive our contact data for the past few years. We hadn't touched it for a while but I wanted to get in and update it recently and it's gone. I logged in and everything is now gone. My teammates who also managed the ac Lire la suite
Hi! I am trying to connect a Shopify store to a HubSpot account. I'm using the Shopify integration for that. My goal is to sync the users from Shopify to HubSpot. In my HubSpot account I have a field that needs to be populated with a simple Lire la suite
Hello @CSchroeder ,
Yes, you can run this functionality using workflows but for this, you need to trigger a common property that all the Shopi...Lire la suite
Hi @ATXM , Logout from the acc, clear the cache and cookies, log in again and hard refresh should work. Hope this helps! If we were able to an...Lire la suite
Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings Lire la suite
Au panthéon de la communauté | Partenaire solutions
Décembre 28, 2021 01:58
Hi @aaron12 ,
You're correct, this is unfortunately currently not possible. I think this is a valid request however and you could submit it to...Lire la suite
Hi, I created developers application (App ID : 476442 ) and with this app I'm trying to authenticate to the developers account (ID: 20926355 ). My app has the following scopes: crm.objects.contacts.read crm.objects.companies.read The sam Lire la suite
Okay... I just found the following line in the documentation: Developer portals will not have access to any of these scopes, and cannot be author...Lire la suite
We have had some of our sales reps leave recently, and I need to reassign their contacts to a new rep. Our reps receive notifications when a new contact is assigned to them. Will they also receive hundreds of notifications if I mass reassign contact Lire la suite
Au panthéon de la communauté | Partenaire solutions
Août 26, 2021 23:30
Hi @CGwilliam ,
Contact ownership can be assigned in multiple ways, bulk editing is probably the easiest one. (Importing contacts wouldn't h...Lire la suite
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma Lire la suite
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