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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

SSnoei on December 04, 2024

Sync lifecycle stage contacts with company lifecycle stage

I would like to sync de lifecycle stage from contacts to the associated company. For instance: if Contact Jack submits a demo request he becomes a SQL. I would like the associated company to become a SQL as well. I know I can fix that with a workf read more

Reply Discussion Starter

0 upvote

2 Replies

jforte

Top Contributor

December 04, 2024

Hey @SSnoei check if you have this option on your plan. Go to settings > objects > contacts > lifecycle stage and than set it to sync with...read more

Anya23 on December 03, 2024

How to differentiate between contacts created via UI import and API import

Does anyone know how one can differentiate between contacts created via the import UI and those created via the import API endpoint? Their record source is "Import" for both.

Reply Discussion Enterprise

0 upvote

3 Replies

ScottPennwood

Top Contributor | Platinum Partner

December 04, 2024

Hi @Anya23 , Have you checked " Record Source Detail 1 "? Import UI always lists the name of the file that was uploaded, perhaps the API...read more

baconanDegs on December 03, 2024

UTM Tracking Issues Only On Chrome

We are having a seemingly-isolated issue passing over UTMs from our account sign-up page, but only when using Chrome. When new contacts use a link with UTMs and create a new account with us, the UTMs pass over but the Original Traffic Source in read more

Reply Discussion Contacts CRM Integrations Professional

1 upvote

2 Replies

Gaurav_Aggarwal

Key Advisor | Partner

December 04, 2024

@baconanDegs There could be a few reasons due to that you are facing UTM tracking issues on Chrome If sessions with certain parameters do no...read more

JNyfox on December 03, 2024

Deal Service Split

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more

Reply Discussion Enterprise

1 upvote

2 Replies

Markestac

Participant | Gold Partner

December 04, 2024

Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...read more

Solved

CVanzetti on December 03, 2024

Deal Insights not showing up

I've been trying to turn on deal insights for the deal dashboard, but can't seem to find the settings for it or even the toggle to turn on the capability for it. Any suggestions?

Reply Discussion FREE

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 03, 2024

Hi @CVanzetti , If you're on a paid Sales Hub subscription, you can find the setting here: https://knowledge.hubspot.com/records/review-data-...read more

CarsynLeClere on December 03, 2024

LinkedIn Sales Nav advanced plus required in 2025?

About a month ago, I saw that the HubSpot and LinkedIn Sales Navigator integration was going away in early 2025 for customers who are on the 'Advanced' Sales Navigator contract, and the integration will only be available for the 'Advanced Plus' cont read more

Reply Discussion Integrations

1 upvote

2 Replies

Gaurav_Aggarwal

Key Advisor | Partner

December 04, 2024

Hey @CarsynLeClere To integrate LinkedIn Sales Navigator with HubSpot, you need a LinkedIn Sales Navigator Advanced or Advanced Plus account. ...read more