Dear HubSpot community,
I urgently need your support for the following. We are in the middle of selling the last spots for a high-end 5-day Mind Pilot Executive Neuroscience retreat from September 20-25th at the venue Ecoresort Portobali in Northe read more
Hey, Thanks for your replies! After a lot back and forth with the AI support and a lot of testing from my side we finally solved it! We had two...read more
Hi all, We had a contact appear in our system and assigned to a salesperson, but the record only contains an email address, and the activity history indicates they were sourced from the "Document viewer app" for a file inside a presentation fold read more
Hi @DJames79 ,
This sounds like that person got hold of a shareable document link of yours: https://knowledge.hubspot.com/documents/use-docum...read more
I am in account settings for the lead object. Under "pipeline rules," there is an option to "require a deal to be created" if the lead is qualified. This setting is currently toggled on, and I don't have the option to turn it off (it's greyed out). read more
Hi @Michael_Black ,
Are you seeing a tool tip when moving your mouse over the toggle? There's typically a hint that explains why it's blocked....read more
When I open up the Sales Dashboard and click on leads, I can click the lead, and a preview window pops up. I found the way to modify this with no issues. The issue is if my reps click on the top of that card (the link to the contact) they will get a read more
Thank you for sharing a quick video, gives much clarity! Unfortunately the view you are referring is set by default and there's not a way to modi...read more
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 read more
Hi @JBell342 ,
The key to this is setting up one workflow per day / person and leveraging the workflow working hours feature: https://knowled...read more
I have set up all of my DNS records between Hubspot and my domain provider. However, when I go back to Hubspot to confirm all of the records have been entered properly and propogated, I click on the continue button for "Setup for www.website.com i read more
Hi @BJordan36 -
If you log in the next day and you see "Ready to be continued" again, this is an indication that something is not correct w...read more
Hi!
For a few days now, user permissions haven't been set correctly. Even during the user activation phase, even if I select the permissions to assign, Hubspot applies standard permissions instead, and I have to customize the user a second time. I read more
Hey, @ACreti 👋 Thanks for flagging this. I'd suggest opening a support ticket and documenting the issue in action as much as possible. We'll a...read more
How can I insert a table into a HubSpot email signature? The email signature generator doesn't have enough flexibility. I tried using HTML and it doesn't display the image that is in the table.
Hi @alexagatiss , I hope that you are well! It's lovely to see you in the HubSpot Community! 🤗 Great question, thanks for asking! To start wi...read more
I have a user who does not receive the code sent to her email to finish logging in to HubSpot. Have checked spam/junk and asked for code to be resent many times.
Hi Team Is there a way for a Hubspot User to send appointment confirmations from the meeting scheduler on a case by case basis? I.e. They are scheduling jobs to quote and often move times around, but don't want the external participant to receive n read more
Hi @MEngelmann ,
There is on dedicated feature in HubSpot for this, no. However, most calendar tools (Google Calendar, Office 365) let you dec...read more
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 read more
As a HubSpot admin involved in leadership, sales, and some marketing, the current setup/definition for annual revenue at the company and contact levels is not useful for me or my teams. We need the annual revenue field at the contact level to reflec read more
This is exactly the solution I needed to address this issue, and I plan to implement it right away. I’m hopeful it will work perfectly. Thank you for...read more