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peytondonnell on January 02, 2025
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
Participant
January 15, 2025 17:08
Hi Karsten, thanks for the insight. Do you know how I'd go about setting up a workflow for this? I don't need to notify users any time a contact ...read more
Solved
wildirishtime on December 11, 2024
I have three businesses I help seperately, all have HubSpot accounts. I think all three are still in free mode, or possibly Starter. I am told that true Single Sign On (SSO) is only available in Enterprise, but there MUST be consultants or HubSp read more
Accepted solution
Hall of Famer | Partner
December 11, 2024 11:59
Hi @wildirishtime , If you use the same email address in all portals, you can easily switch as described here: https://knowledge.hubspot.com/...read more
Solved
HKe on November 13, 2024
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
1 upvote
5 Replies
Accepted solution
Thought Leader | Platinum Partner
November 15, 2024 06:53
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
Solved
COsborn3 on October 16, 2024
We have external business partners that we occasionally need to send specific contact information too. We are looking for a workflow to be able to send them specific fields from a contact once a different field has been set to 'send'. We want this c read more
Accepted solution
Hall of Famer | Partner
October 17, 2024 00:28
Hi @COsborn3 , There's a new product update which solves for this exact case (for Enterprise users). You would set up these external users to ...read more
Solved
AAdmin7 on October 07, 2024
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
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 07, 2024 01:43
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
Solved
THaußmann on April 24, 2024
Hello, I currently try to remove some users from our account, that doesn't work at our company anymore. I'm a "Super-Admin" myself. There is no "remove from account" option in the top, just the reavtivate or deactivate option. no "remove fr read more
1 upvote
8 Replies
Accepted solution
Top Contributor | Gold Partner
April 29, 2024 03:30
Hi @THaußmann , I think your screenshots show something other than what I meant. I meant to click on the user's name, so you go to their profile. ...read more
Solved
EChristman6 on February 06, 2024
We are a former HubSpot user who merged with another company, and is now looking to return to HubSpot. I can login and all of our old stuff is in there, but when I try to setup my new company Outlook email account I get the following error from Mic read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
February 07, 2024 05:24
Hello @EChristman6 Support has ended for the Outlook VTSO Add-in , so if you are using an installed version of Outlook, and especially if y...read more
krs360 on March 29, 2023
Hello all, Giving Hubspot another look for a smaller business I'm running. I've just synced historic Gmail emails to HubSpot, and it's also uploaded all of the email attachments. Normally this is fine, but in my case, I only really wanted the em read more
Community Manager
March 30, 2023 17:02
Hello @krs360 , thank you for posting in our Community! Currently, attachments are stored on the contact records. Attachments are added as notes ...read more
MKainu on January 06, 2023
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 read more
Top Contributor | Elite Partner
August 08, 2024 09:36
If anyone needs this in the future... MigrateMyCRM allows users to import historical activities and attachments from Pipedrive to HubSpot. It's act...read more
Solved
TDatseris on December 12, 2022
Hey, my account got banned and the support told me to make a post here. The website is www.letsgetdigi.com and the number of my account is 26708080. This is the message I got ( We weren't able to verify your information. Unfortunately, we can't gi read more
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 13, 2022 00:40
Hi @TDatseris , I'm sorry to hear that your account was suspended. HubSpot uses automated systems to make sure that all users are following H...read more
JPetrovics on October 19, 2022
We heavily restrict access to the CRM Data Export functionality in our account because we (security team) apparently have no way to monitor, or have visibility into, these events outside of manually exporting and analyzing event logs. Does anyone kn read more
Community Manager
October 21, 2022 12:16
Thank you for testing this feature @JPetrovics ! I've seen that you've also commented on the Ideas post so you might have already seen why your expo...read more
Solved
RValentine9 on August 23, 2022
I need help figuring out how to format the output of a calculated property. We have a calculation deal property called "NRI" that needs to go out 8 decimals (0.00000000). Currently, it only calculates out to four decimals and then rounds. Th read more
Accepted solution
Hall of Famer | Partner
August 23, 2022 23:51
Hi @RValentine9 , There is an open request to the product team about more options for rounding here: Calculated Fields Rounding (Allow calcul...read more
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