O JavaScript deve estar instalado e ativado para usar estes fóruns. Seu navegador parece ter o JavaScript desativado ou não oferece suporte a JavaScript. Consulte o arquivo de ajuda de seu navegador para saber como ativar o JavaScript.

Account & Settings

Pesquise soluções em Account & Settings ou faça uma pergunta

JamesDuffell on Março 18, 2024

Apply user permission sets to users

Is it possible for users who are not a super admin to set permission sets for other users? We've created multiple permission sets to help organise the different user types within the account, due to the transactional nature of roles. We have a Leia mais

Responder How-To

0 avaliações positivas

6 Respostas

JamesDuffell

Colaborador(a) | Parceiro Diamante

Março 20, 2024 05:01

@karstenkoehler I'm in complete agreement, I've ended up with 2 support tickets on this, one saying it can't be done, and one believing that there ...Leia mais

Solucionado

JDiaz37 on Fevereiro 19, 2024

Find all assets associated with a business unit

Hello! Is there a way to find all assets and records associated with a specific Business Unit?

Responder best practices CRM How-To

1 avaliações positivas

1 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Fevereiro 19, 2024 12:09

Hey @JDiaz37 there is no main page as with Campaigns to see Business Units because the association to BU is for objects and records first and ...Leia mais

Solucionado

Ray78 on Fevereiro 14, 2024

I keep getting user permission error when attempting to enable Wordpress plug in

Hi all, I am hoping you someone can help me as I have ran into a wall when attempting to enable the Hubspot plugin in Wordpress. When I attempt to enable it I get the following message: "Your account doesn't have access You don’t have per Leia mais

Responder Admin Free How-To Settings Starter

0 avaliações positivas

5 Respostas

Accepted Solution

Josh

Especialista reconhecido(a) | Parceiro Platinum

Fevereiro 14, 2024 14:23

Hi @Ray78 , If you're using a super admin account my suggestion is to log out, clear cache/cookies, log back into WordPress, and attempt to re...Leia mais

Solucionado

Austin_1979 on Fevereiro 07, 2024

Can't add attachments

Hello- New to HubSpot and basically no idea what I'm doing. I am trying to add attachments to a Company, but there is nowhere to add them. The "Attachments" section which should appear in the right side panel is not there. How do I add this sect Leia mais

Responder How-To

1 avaliações positivas

3 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Fevereiro 07, 2024 19:34

Hi @Austin_1979 if you're missing the Attachments section on the right sidebar of the Company records, you'll need to update the Record Customizati...Leia mais

Solucionado

HenryAsh on Janeiro 30, 2024

Inbox Help

I set up HubSpot for our company but when i go on my conversations i get all of the emails from our CEO which i shouldnt be seeing. How can this be made private. Employees shouldnt be able to see other peoples inboxes.

Responder How-To

0 avaliações positivas

5 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 30, 2024 07:19

Hi @HenryAsh , Conversations inboxes are meant for shared access. Your CEO's inbox should not be connected there: https://knowledge.hubspot.c...Leia mais

ZSabaz on Maio 03, 2023

DNS issues / Can't access without VPN

Hello there, I recently switched to a new internet provider, and I've been having trouble accessing Hubspot without using a VPN ever since. It's becoming quite a hassle, and I'm hoping someone can help me find a solution so I can access Hubspot Leia mais

Responder Admin best practices How-To Service

0 avaliações positivas

4 Respostas

uasik

Membro

Março 26, 2024 10:55

Hi, We have the same problem. We are using Hubspot in 15 different locations, 2 of them have the same problem. We have tried all of the solutions be...Leia mais

Solucionado

ZChurney3 on Janeiro 26, 2023

Exporting Properties for Mass Update to Description, Name, etc.

Hello everyone! I have a question(s) regarding updating Properties en masse. Here are some things I want to do and I was curious if others here have experience in any of this and wouldn't mind sharing their experiences: Merging properties to one Leia mais

Responder How-To

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 26, 2023 06:56

Hi @ZChurney3 , Unless you're planning on developing your own application based on the HubSpot API, this is not possible. I'm not aware of any...Leia mais

Fazillah on Janeiro 24, 2023

can't log into iCloud from hubspot

I keep trying to add the integration app to sync my icloud into hubspot. I keep getting this error message when i try: User error on remote account for appId="236653" reason="AUTH_FAILED" message="" I tried chatting with someone and t Leia mais

Responder How-To

0 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Janeiro 24, 2023 18:23

Hello @Fazillah , thank you for reaching out! Just to make sure you're using this integration here correct? ...Leia mais

Solucionado

OOlabanji on Janeiro 18, 2023

Connecting Multiple HubSpot Accounts Together

Hi HubSpot fans, i have a number of subsidiaries i intend to create separate HubSpot CRM accounts for and have these HubSpot CRM accounts connected so there can be contacts and opportunities sharing in line with the organization's cross-selling ph Leia mais

Responder Free How-To Integrations

0 avaliações positivas

4 Respostas

Accepted Solution

OOlabanji

Membro

Janeiro 25, 2023 05:25

Dear Karstenkoehler, Many thanks for your expert insight into a working solution to my query. I'm sorry for not getting back to you sooner. For th...Leia mais

MKainu on Janeiro 06, 2023

Importing PipeDrive Activities into HubSpot

Hi all! I've been going down some holes to try and find a difinitive answer to this - is there a clearline way to Export all Activities from PipeDrive (including ones associated with Deals and those that are not but might be associated with jus Leia mais

Responder How-To Knowledge Base Professional Workaround

0 avaliações positivas

3 Respostas

MKainu

Participante

Janeiro 10, 2023 11:41

Hi CMansell, Still no luck with a quick route. Having to wait for our company's IT support to see if we can do something along the API route whic...Leia mais

Solucionado

MKainu on Janeiro 05, 2023

Is There a Way to Create Team Permissions?

Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save Leia mais

Responder How-To Knowledge Base Professional

3 avaliações positivas

8 Respostas

Accepted Solution

danmoyle

Participante de valor | Parceiro Elite

Janeiro 05, 2023 14:07

Hi @MKainu . You can create permission sets (naming them as teams for user access) as Frank mentioned. You can also create teams in HubSpot and ...Leia mais

Thuszak on Novembro 04, 2022

Lifecycle stages were deleted, can it be restored?

Hi all, We just started to use Hubspot and we thought it might be a good idea to delete some Lifecycle stages because "we know better than Hubspot what we need". It was a bad idea, now some default report are not working correctly, only shows 1 Leia mais

Responder How-To

2 avaliações positivas

2 Respostas

Stefan63

Participante

Janeiro 09, 2023 07:57

Hi, I would like to know the same - I accidentially deleted some Stages and would like to restore them - so also their internal value gets restored....Leia mais

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

New user not receiving welcome email: PLEASE READ BEFORE POSTING