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
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
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
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
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
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
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
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
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
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
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
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
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
Hello @krs360 , thank you for posting in our Community!
Currently, attachments are stored on the contact records. Attachments are added as notes ...read more
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
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
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
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
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
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
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
Hi @RValentine9 ,
There is an open request to the product team about more options for rounding here: Calculated Fields Rounding (Allow calcul...read more