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SJackson29 5月 23日, 2023
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 続きを読む
0 いいね!
4 コメント
参加者
5月 23日, 2023 11:31
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...続きを読む
SeeOurBeach 3月 16日, 2023
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 続きを読む
0 いいね!
2 コメント
参加者
3月 20日, 2023 12:23
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...続きを読む
解決済み
CDuffy2 1月 16日, 2023
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 続きを読む
0 いいね!
3 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
1月 16日, 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...続きを読む
解決済み
ASmith85 11月 10日, 2022
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Gold Partner
11月 10日, 2022 23:41
Hi @ASmith85 I would create a Dashboard to show your results all in one place. There are several reports out of the box which should...続きを読む
解決済み
ricardodueno 9月 21日, 2022
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,
0 いいね!
4 コメント
Accepted Solution
メンバー
9月 22日, 2022 10:36
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...続きを読む
JSparks2 9月 14日, 2022
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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
9月 15日, 2022 05:58
Hi @JSparks2 Thank you for reaching out Can you submit the form at the very end of this article with all the necessary info? Someone...続きを読む
解決済み
CSchroeder 2月 02日, 2022
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 続きを読む
0 いいね!
5 コメント
Accepted Solution
ソートリーダー | Elite Partner
2月 04日, 2022 00:43
Hello @CSchroeder , Yes, you can run this functionality using workflows but for this, you need to trigger a common property that all the Shopi...続きを読む
解決済み
ATXM 12月 27日, 2021
Several pages are blank on Chrome on OSX. Works fine on Safari. Contacts.. Companies.. Deals.. just a few.
0 いいね!
1 コメント
Accepted Solution
ガイド役 | Diamond Partner
12月 28日, 2021 02:14
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...続きを読む
解決済み
aaron12 12月 27日, 2021
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 28日, 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...続きを読む
KYehorova 12月 02日, 2021
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 続きを読む
0 いいね!
1 コメント
メンバー
12月 02日, 2021 12:37
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...続きを読む
解決済み
CGwilliam 8月 26日, 2021
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
8月 26日, 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...続きを読む
解決済み
LRhodes 8月 06日, 2021
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 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
8月 10日, 2021 14:15
Hi @LRhodes , In that case, I'd suggest these settings: Sales rep: Primary team Ohio , Additional team West Virgina Contact/compa...続きを読む
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