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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

Reply Discussion Announcement

14 upvotes

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Thompson_DHARMA on December 09, 2024

How reliable have you found auto contact merging to be?

Under Contacts > Manage Duplicates How is your experience using this feature? I have used it en masse out of necessity but sometimes when I scroll through the suggested merges manually I see things that make me wonder if it's that accurat read more

Reply Discussion Contacts

0 upvote

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Petter on December 09, 2024

How to save approval history on deals?

Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more

Reply Discussion Deals

0 upvote

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brandonschaefer on December 09, 2024

Need suggestion for transferring deal file attachments from Bigin to HubSpot

Looking for a few suggestions without having to build the API myself. Let me know.

Reply Discussion CRM

0 upvote

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GJCLAW on December 09, 2024

Why was there no notifications for the forms

Why we were not receiving any forms notifications from 3rd December 2024 onwards? Can please help us to look into that?

Reply Discussion Forms

0 upvote

2 Replies

Jigar_Thakker

Key Advisor | Diamond Partner

December 09, 2024

Hi @GJCLAW The sudden lack of form notifications could be due to changes in notification settings, email deliverability issues, or updates to ...read more

Markestac on December 09, 2024

hi testing

hi testing 1 24

Reply Discussion FREE

0 upvote

3 Replies

Markestac

Participant | Gold Partner

December 09, 2024

testing footer

Xiawanbai on December 09, 2024

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.

Reply Discussion Enterprise

0 upvote

3 Replies