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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

0 Reply

VegaWu on December 01, 2024

How to set email notification when someone try to contact me via livechat

Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more

Reply Discussion Chat FREE

0 upvote

1 Reply

franksteiner79

Key Advisor

December 01, 2024

Hi @VegaWu This is not HubSpot Support but a community of volunteers. Just check your notification settings for chat and email conver...read more

Ashwinj on November 30, 2024

Custom Card integration

Hello Team, I hope you are doing well. How can we give an add attachment option in the card anyone have any suggestion please let me know. can anybody have the same issue please let me know. Thank you in advance for your help and support. read more

Reply Discussion Integrations

0 upvote

0 Reply

YPerdelwitz on November 30, 2024

Prospecting Lead: Where to find the disqualification reason

Hello, we are using the new prospecting Lead tool. Basis is company (not contact). I am wondering: - where do I find the disqualification reasons - where do I find the Lead disqualification notice - and how can I implement the diqualification r read more

Reply Discussion SNA

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

November 30, 2024

Hi @YPerdelwitz , The disqualification reason is a lead object property – when creating a custom report in the custom report builder, simply s...read more

Nagranimage on November 29, 2024

Assistance with HubSpot and Forminator Integration

Hello : ) We are currently using HubSpot along with Forminator on our WordPress site. However, we’ve encountered an issue where the fields from our Forminator form are not correctly integrating client information into HubSpot when someone submi read more

Reply Discussion How-To

0 upvote

0 Reply

MConnelly3 on November 29, 2024

Please Help - stages and workflow triggers

I want to set stages for reachout to contacts - the first three are: 1. No Pending Deal 2. Initial Outreach Approved 3. Initial Outreach Sent 4. Response Recieved 5-10 [there are others] 1-2 is manual. 2-3 is automated and is working pe read more

Reply Discussion Workflows

0 upvote

4 Replies

FCorbaci

Top Contributor

November 29, 2024

What you could also do to be safer and for the sake of explainability of the workflow, not using "after expert stage" but using "after became initia...read more

GWoods on November 29, 2024

Calling Tab becoming inactive if not on the HubSpot browser

I have HubSpot open all day and my call tab is open, green and always open in the background. Receiving calls whilst I am physically active in HubSpot is not an issue but if i am using another browser or application and am not active on HubSpot, the read more

Reply Discussion Calling Professional

4 upvotes

0 Reply