Hey @MColborn , happy Friday!
Integrating CAKE with HubSpot can be done, but it typically requires custom integration, either through HubSpo...read more
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
In today's high security environments it is utterly amazing that HubSpot restricts the creation of permission sets ONLY to it's enterprise customers. This is ludicrous in light of current best practices. This should be allowed across ANY paid su read more
Hi @RReiffer ! Thank you for reaching out to the Community.
I know it is not ideal that permission sets can only be created with an Enterprise...read more
Hi @FatFriday ,
Currently, you would have to do this one by one for each user: https://knowledge.hubspot.com/manage-user-working-hours-for-in...read more
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Hi @BButterfield when you build a Custom Report, you can select additional data sources, if you include Companies then you can pull the company nam...read more
Hey @JDiaz37
there is no main page as with Campaigns to see Business Units
because the association to BU is for objects and records first and ...read more
Hi There, We're an agency currently using Active Campaign to manage our client lead generation. Includes landing pages, CRM, Deal Pipeline, Email Automations (Campaigns and Journeys w/ Texting). They have a capability to create a "template" setup, read more
Hi, We have some third party partners who are working with us on redesigning our website and marketing emails. I'm commonly asked to provde these third party parnters with Super Admin Access. However as a business we want to restrict acces read more
I made a video of the Permission Set process just now that might help. If you don't have Enterprise, then I would still follow the same process, b...read more
Can I give users free, limited access to to a paid HubSpot account? What are the limitations? Can you show me the documentation that describes this in detail? Thank you, Edmund
Hey @Edmund_Lam , thanks for reaching out!
First off, here is the HubSpot user permission guide — be sure to check out the rest of HubSpot'...read more
Hello there, I recently switched to a new internet provider, and I've been having trouble accessing Hubspot without using a VPN ever since. It's becoming quite a hassle, and I'm hoping someone can help me find a solution so I can access Hubspot read more
Hi, We have the same problem. We are using Hubspot in 15 different locations, 2 of them have the same problem. We have tried all of the solutions be...read more
When using "Insert Proposed Times" and somene clicks through, I am not getting an email confirmation that an appointment has been booked like I do when they click through to my calendar and choose a time. I am using a Gmail integration. Any way to c read more
Interesting. I've not had this issue that I know of, but in looking at notification settings, I don't see one for meetings so you could choose. Have ...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