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Solved
DSurman on October 01, 2024
So, I'm either very tired or something is amiss. I'm a super user and I'm trying to create a new association label. When I go to the object page and then associations, the only button there is for creating association label limits. On no object or i read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 01, 2024 16:06
@DSurman Try the second option in the dropdown, I think it has simply be renamed unintuitively.
Solved
EPartenariats on September 12, 2024
Hi ! I created a google group for my company and would like to link it to Hubspot. First, I managed to create a Hubspot account for the email adress linked to that google group. But when I sent emails from the google group, Hubspot didn't keep tr read more
0 upvote
1 Reply
Accepted solution
Community Manager
September 12, 2024 16:36
Hi @EPartenariats ! Welcome to the Community-- happy to have you here 😊 According to this delivered idea , we should be able to connect ...read more
Solved
bjochym on September 09, 2024
Hi there, I've set up an automation in Zapier to change the Lifecycle stage on the Contact Card to "Sales Approved" when the Pipeline in the Deal Stage changes for the "Name of Business Unit". The automation is working, but I'm encountering an i read more
0 upvote
8 Replies
Accepted solution
Key Advisor
September 10, 2024 05:52
Hi @bjochym As I mentioned earlier: I would check when the association was made and maybe look at how deals get created and how/when...read more
Solved
IneedHelp on September 06, 2024
Hello, I'd like to create a property that calculates cumulative ARR so I can use this on the reporting dashboard. How would I go about building a custom equation for cumulative monthly ARR?
0 upvote
3 Replies
Accepted solution
Contributor
September 07, 2024 13:15
Hey @IneedHelp , The (general) formula for ARR/MRR = (Total revenue from new subscriptions) + (Recurring revenue from existing subscriptions) - (C...read more
Solved
LBennett7 on August 23, 2024
Hi, one of my colleagues received a HubSpot notification saying he'd been assigned 3 leads. I'm not sure what's triggered this. Is it linked to the prospecting workspace? Can we turn off automatic lead assignment?
0 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
August 23, 2024 09:53
Hey @LBennett7 if you navigate to your lead within HubSpot and click "actions" "view all properties" then search for the owner property, you can h...read more
Solved
AEltayeb on August 10, 2024
I am using Zoho Mail and services, including Calendar. Is there a way to integrate the Zoho Calendar into HubSpot without going through external integration tools?
0 upvote
2 Replies
Accepted solution
Key Advisor
August 10, 2024 09:00
At the moment the default Hubspot/Zoho integration does not include the calendar and it is only supported through 3rd party integration services. The...read more
Solved
STariq37 on August 02, 2024
Hello HubSpot Community, We are facing a challenge with migrating data between two HubSpot instances and would appreciate your guidance. Here is our situation: We have two HubSpot instances: A Professional license for our main business website. read more
1 upvote
3 Replies
Accepted solution
Key Advisor | Gold Partner
August 03, 2024 18:14
Hi @STariq37 I recommend you talk to @johnelmer at Datawarehouse.io they are the experts! Have fun Mike Here to learn more abo...read more
ContactLists on July 13, 2024
I am getting this error when I try to reconnect my email: Please reconnect your email account. GmailSubscriptionError{type=INITIAL_WATCH, error=googleApiErrorForApiRequest(GoogleApiError{error=ErrorBody{errors=[Error{domain=global, reason=faile read more
0 upvote
2 Replies
Hall of Famer
July 23, 2024 07:29
@ContactLists were you able to get your email reconnected? If not, can you share the exact steps you're taking, with screenshots (any sensiti...read more
Solved
ShannaVKE on July 11, 2024
Hi, Is there a possibility to see the tasks of other colleagues for this person? I'm a super admin and I can't see other people's tasks. So I can see who isn't keeping track of their tasks, for example? Thanks in advance. Shanna
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 07:27
Hi @ShannaVKE , As a super admin you should be able to see everyone's tasks. Can you confirm that you're not looking at a filtered view? ...read more
Solved
KnowYourSuccess on July 01, 2024
Hi all, I'm working with a client that's starting to use the HubSpot lead tool. One of the teams needs to have their leads unassgined to start with and they then work from a contact list and assign themselves the lead. One of the team memb read more
1 upvote
7 Replies
Accepted solution
Thought Leader | Platinum Partner
July 01, 2024 16:18
Yes, this is correct If the user is not SuperAdmin but has a paid seat/licence the "View Prospecting as another user" is ON and the Sync Conta...read more
Solved
JLobdell on June 23, 2024
I recently executed a quote for a client a few months ago and it had a delayed start date for 2 line items on it. He paid the initial fee's on the same quote with his credit card, but I don't see in payments where he was drafted for these delayed li read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Partner
June 24, 2024 01:58
Hey @JLobdell Kindly go through this article here: https://knowledge.hubspot.com/payments/schedule-recurring-payments-to-start-in-the-future ...read more
Solved
Albus_Bui on June 14, 2024
Hi all, Sorry in advance for long reading, i try my best to make my point clear out of total confusion about HubSpot Files. Our HubSpot Files library has been a mess due to the fact that we granted access to all users and there are a lot of read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
June 14, 2024 07:32
Hi @Albus_Bui you're correct that files from different users and resources you're adding to other tools are centralised in Files. They all ha...read more
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