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
Hi @HKe
MRR and ARR has always been a challenge with HubSpot.
If you have Enterprise licences, you have a couple more tools available that yo...read more
There are some cases that we need to set the Disqualified/Lost Leads back to a different stage like working in Leads Object. Currently, Super Admin can do this. We need to give this permission to specific Sales Managers. Is there a specific read more
Hi @AAdmin7 ,
No, at the moment this is not possible, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-wor...read more
I want to create a series of product properties which will autocomplete based on several company properties, not a hard task so far (workflows). Some of these product properties will be pricing info and several different prices will be applicabl read more
I may ahve over simplified. I can sync properties between company and Prodcut no problem, what I need to be able to do is sync a property which can v...read more
Hi, I wanted to be able to automatically send an email based on a workflow, and had several online meetings with a Hubspot Sales rep. He told me I would be able to do this by buying Sales Proffesional - which I then did. Only to find out that this read more
I have not been contacted by anyone! I have written several emails to Customer success, and the Sales rep that tricked me and anyone at Hubspot - inc...read more
🏬 When you have multiple brands, business units or related companies, you may have questioned whether to use one HubSpot portal or several, have multiple domains add-on or use Business Units. And it's a very common question. read more
One company property of "Sales Status" has about 15 values/options, however many of these values/options are not intended to be editable by salespeople as they drive/impact some reporting/pipelines, etc. Some of the statuses are updated automatical read more
Hey @NSechrist
so as Pam mention
for the moment the edit access to properties is either view and edit all values or none.
But I think you ha...read more
1. I had a default meeting link at sales > meeting > default, which is created by default 2. I go into setting > general > calendar to bind my calendar with Hubspot and set the meeting domain and meeting URL to mydomain/myname (without read more
I am trying to configure record association limits, as indicated on this page: https://knowledge.hubspot.com/object-settings/set-limits-for-record-associations I am a Super Admin, and we're using Sales Hub and Marketing Hub professional, yet I read more
Hey @GabrielM , Sometimes there can be a bit of a delay depending on their current load, which can be frustrating alright. If you go into y...read more
Hurray, we can switch back to the original view! THANK YOU!! Top right - company name - down arrow - "switch back to original view" - BACK TO PRODUCTI...read more
Hello, I would like to know if there is a way to change the language of my Hub from English to French and having this be effective for both existing and new users? Can this be done or should I just create a new account? Thank you in advance fo read more