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Account & Settings

Buscar soluciones en Account & Settings o hacer una pregunta

ETrevena en Noviembre 29, 2023

Connecting to Gmail - works ok on Mac, not on Windows

Hi - I recently opened a Hubspot account and set it up on my Mac laptop fine. I connected to Gmail and downloaded chrome extension, all works well there. Now I want to connect to my gmail on my Windows desktop, and it just won't connect me, althou Leer más

Responder Free

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0 Respuestas

ServiceTeam en Noviembre 28, 2023

Domain Change Bug Report

Dear HubSpot, We changed our domain for our instance about 5 years ago. But recently discovered a remnant of our old domain within the system. To recreate the bug > Sales > Quotes > Create Quote > Associate Deal > Select Template Leer más

Responder Free

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2 Respuestas

HubDoPete

Guía | Partner nivel Gold

Noviembre 29, 2023 05:24

Hi Service Team! Are you using one of the three standard quote templates (Basic, Modern, Original) or a custom quote? Standard Quotes a...Leer más

MSalam en Noviembre 27, 2023

My account is purged/Deleted

Hub spot customer is saying my account Hub ID : 4186962; has been purged due to nonactivity. How can I get it back? purged after 210 days of inactivity

Responder Free

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3 Respuestas

MSalam

Miembro

Noviembre 28, 2023 17:34

Is there anything can be done to retrive the account or the contact i do not have the backup of the contact and information that was entered there.

NSingh21 en Noviembre 26, 2023

Cannot complete course

Hello, I am trying to complete my course. but it is showing admin rights not there. I thought it was free certification course as it was written on thr first page. Can you help me with it? Thanks

Responder Free

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10 Respuestas

NSingh21

Miembro

Noviembre 27, 2023 10:08

Hello, I failed in one test and i tried doing it again that's when they were asking. How is it different?

DGunawan7 en Noviembre 23, 2023

Contacts LOST

Contacts in Hubspot have been deleted and we are unable to establish why and how. We find that contacts we have associated with a deal seems to have lost. All contact notes, tasks associated with the contact are all gone and we haven't been able to Leer más

Responder Free

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 24, 2023 00:28

Hi @DGunawan7 , Sorry to hear, this sounds stressful. Could you confirm a few things? Are you super admins? Have you ruled out that you mi...Leer más

ghitesh11 en Noviembre 23, 2023

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

Hey there, Using O365 if that helps. We've connected our calendars but I'm hoping to book group meetings (internal partipants may vary) from the deal/ticket page so it logs against that record rather than going via Outlook and having to manu Leer más

Responder Calendar

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2 Respuestas

ghitesh11

Participante

Noviembre 24, 2023 06:10

Hey Bérangère, Thanks for getting back! I did see that post earlier, so that's to create a scheduling page for clients to book in with us...Leer más

EPlumb en Noviembre 23, 2023

Switch off auto contact creator

Hi Guys, I hope this is the right place for this. I have been usign Hubspot for a number of years and have recently changed a setting which means the contact email address every email I receive gets saved in my Hubspot contacts. The majori Leer más

Responder Free Starter

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2 Respuestas

EPlumb

Miembro

Noviembre 23, 2023 11:29

Thanks Tom, I'll test this out, I think you're right re the conversations inbox, I must have set this up accidently whilst trying to do somethin...Leer más

Resuelta

GLevine en Noviembre 22, 2023

Remove Associations

Hello! I have a form on my website and anytime somebody fills out the form with a corporate email, it links the corporate copmany account to the contact created, which isn't exactly what I am looking for in this instance. I have added that specific Leer más

Responder CRM

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1 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 22, 2023 09:07

Hi @GLevine , The automatic association can be switched off, see here: https://knowledge.hubspot.com/crm-setup/automatically-create-and-assoc...Leer más

tnosugarmvp en Noviembre 20, 2023

Account Deleted Before Deadline

Hello, My HubSpot account has been deleted before the November 26 deadline stated in the email reminder I got. How can I address this. All my certifications are tied to this account.

Responder Free

1 Me gusta

1 Respuestas

JigarT

Guía | Partner

Noviembre 20, 2023 05:40

Hello @tnosugarmvp Kindly follow this article https://knowledge.hubspot.com/account/recover-your-inactive-hubspot-account and you w...Leer más

Resuelta

EugenieB en Noviembre 16, 2023

Limiting Deal View Permissions

Hi fellow Saleshub admins, I currently do not see a way to further control deal view permissions. Specifically, my goal is to restrict view access to deals below a certain probability or stage to selected teams. Is this possible to set up? Leer más

Responder Enterprise Free Professional Starter

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Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 16, 2023 11:58

Hi @EugenieB , Unless this threshold in probability coincides with a handoff from one owner to another, this is indeed hard to pull off. Proba...Leer más

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brandonschaefer en Noviembre 15, 2023

When exporting a contact view, is there a way to name the export file ahead of time?

Currently HubSpot assigns a native name to the file. I'd like to be able to customize it so when I download it to my desktop it's easy to know what it is already.

Responder Professional

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Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 15, 2023 07:19

Hi @brandonschaefer , Unfortunately not, no. This is however something which makes a lot of sense and you could request it in the HubSpot Idea...Leer más

YBICA en Noviembre 14, 2023

Update list of contacts from current sheet

Hi, I am trying to update a list of a few contacts to add a tag to them, I have their email addresses on a google sheet and I want to update all contacts that are on that sheet should be tagged a certain way. Please note this is not about im Leer más

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karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 14, 2023 10:13

Hi @YBICA , You can use Zapier for this: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot The trigger would be...Leer más