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CRM & Sales Hub

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Meeting scheduler and the new Appointment object
- Is there any information on how the new "Appointments" object works together with the Meeting Scheduler? We want to keep track of our meetings (mainly digital ones), and we often use the built-in Meeting Scheduler for this purpose. I’m trying to find good ways to create workflows around bookings. For example, we want to make it visible in the Help Desk workspace when a meeting has been scheduled. Having a dedicated object for meetings could ...read more
Excluding contact if one property is equal to another
- Hello, I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). Is there any way to do this action? ...read more
Dynamic Meeting Schedule Page depending on Contact Owner on Website
- Hi everyone, a tricky question! I have tried to plan the process/logic to create a meeting router on our website but I am stuck at one specific point. The logic is that there is a Hubspot form embedded on the website where a lead can fill in contact information. Based on what they fill in, the form will redirect them to different scheduled pages with different meeting rotations (which is also supported using conditional logic). However, the ...read more
Exporting Contacts with Internal Values from Dropdowns
- Is there currently a way to export the internal value of an enummeration field on a contact instead of the display value? For some of our ennumeration fields we are using IDs for the internal value and would like to export them as opposed to the display name. Also is there a way to copy the internal vaule of a ennumeration field to a single line text field ...read more
Connect more than one whatsapp business to hubspot
- Can I connect multipe whatsapp business accounts to my hubspot account so that the sales team can have their own whatsapp number? ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

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GMurtaza8 on December 07, 2024

5 Messaging Hacks to Boost Your Team's Productivity

Efficient communication is the backbone of any successful business. Whether you're managing a remote team, nurturing client relationships, or coordinating marketing campaigns, your messaging strategy can significantly impact your productivity and ou read more

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Itsmekourtneyc on December 06, 2024

Introduction for Kourtney Coleman

Hola everyone. Just dropping a quick note to introduce myself. I’m Kourtney Coleman a Mental Health Life Coach and Hypnotherapist. I am the bridge of support for clients diagnosed with mental health challenges in between provider visits. I help th read more

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DaleGearhart on December 06, 2024

Inconsistent "First Day of Week" - help!

I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by read more

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Caseyhg on December 06, 2024

Company names showing up as "--"

Hi all, I have been running into an issue recently with multiple portals using the "Create and associate companies with contacts". Whether the contact is created manually or imported via .csv, I have had all of the companies show as "--" (scree read more

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karstenkoehler

Hall of Famer | Partner

December 07, 2024

Hi @Caseyhg , The "Create and associated companies with contacts" option is no guarantee that HubSpot will be able to pull a name for each com...read more

hweatherford on December 06, 2024

Isolating Activities Only to Companies

Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more

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ScottPennwood

Top Contributor | Platinum Partner

December 07, 2024

Hey @hweatherford Email addresses, and by extension most communication channels, are owned by human beings that work for companies. When we ...read more

Solved

SWard75 on December 06, 2024

How do I set a call task for users who click on a link within a set of sequence emails?

Hello, We have a sequence of emails with call task intervals (not pausing the sequence). We want our sales team to receive a call task for anyone who clicks on a link in the emails, but not pause the sequence. Many thanks Steven

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karstenkoehler

Hall of Famer | Partner

December 06, 2024

@CateDuarte nice one! The amount of places where sequences can be referenced in filters (contact properties, event-based triggers, associated objec...read more