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Résolues
JBell342 le Mai 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 Lire la suite
0 Mention J'aime
3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
Résolues
ejhpm le Avril 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 Lire la suite
Solution Acceptée
Contributeur de premier rang | Partenaire solutions Platinum
Avril 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...Lire la suite
Résolues
Tb3000 le Avril 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 Lire la suite
0 Mention J'aime
3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Avril 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. ...Lire la suite
Résolues
KMercier le Mars 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 Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
Résolues
baernhardj le Février 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 Lire la suite
1 Mention J'aime
3 Réponses
Solution Acceptée
Membre irremplaçable | Partenaire solutions Gold
Février 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...Lire la suite
Résolues
radesaRDS le Février 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 Lire la suite
0 Mention J'aime
3 Réponses
Solution Acceptée
Participant
Février 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...Lire la suite
Résolues
MParks4 le Janvier 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 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Janvier 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...Lire la suite
Résolues
peytondonnell le Janvier 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 Lire la suite
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Janvier 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. ...Lire la suite
Résolues
HGH5 le Décembre 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 Mention J'aime
3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
Résolues
RManikus le Octobre 30, 2024
How do you create a unique ID for each contact/deal?
1 Mention J'aime
5 Réponses
Solution Acceptée
Membre irremplaçable | Partenaire solutions Gold
Octobre 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 ...Lire la suite
Résolues
Marie_ le Octobre 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 Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Octobre 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...Lire la suite
Résolues
RAWBiochem le Octobre 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 Lire la suite
0 Mention J'aime
6 Réponses
Solution Acceptée
Conseiller clé | Partenaire solutions Gold
Octobre 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...Lire la suite
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