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CRM & Sales Hub

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Sending an Email when a new property is created
- I want to allow users to create new properties when they need to but I want to be able to monitor the properties they create. Is there a way for me to set up a workflow or notifications so that if someone creates a new property then it will send me an email about it? ...read more
Content of last booking in meetings tool
- I know there are default properties for the campaign, source, and medium of the Last Booking in Meetings Tool. Is there also a property for Content of the Last Booking in Meetings Tool? Sometimes, the entire URL string with UTM parameters is populated in the First Page Seen property, but sometimes, it's missing, so I can't extract the UTM Content values. ...read more
Making some properties mandatory when completing a task
- I'm looking for a way to set some contact properties to be filled before the user can complete a task. For example, when user try to complete a task, it should check if certain fields are updated in a contact and if not, the task should not be completed. Is there a way to do this? ...read more
Is it possible to remove due time from a task?
- I just want to put a task as due on a certain day - I do not need to denote a time. Is is not possible to just remove the time requirement? Seems onerous. ...read more
How to export all chatflow conversations into excel?
- How to export all chatflow conversations into excel? ...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

12 upvotes

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JumpingKangaroo on September 11, 2024

Update properties based on form and active list

Hi, We have a form which updates url properties of the single company. We want to be able to copy these urls to every company in an active list. Currently i have a workflow which is triggered by the submission of the form. This updates the si read more

Reply Discussion Forms Workflows

0 upvote

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SKerrigan5 on September 11, 2024

Workflow enrollment every time a note is added to a company

I am trying to send a slack notification to the company owner each time a note has been added to the company that contains "note created by", but notes cannot be used as a re-enrollment trigger... Can anyone tell me if this solution would work? read more

Reply Discussion Enterprise

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

September 11, 2024

@SKerrigan5 you would create this company list in the lists tool first, not the workflow - once you have the company list, you would use it as a re...read more

KellyR on September 11, 2024

Connecting Salesforce Opportunity Contact Role to HubSpot Contact Role

Hello, I'm trying to set up a sync between HubSpot Deals and Salesforce Opportunities, where I can associate a contact as the "Primary Contact" within a Deal. Our Sales team currently creates an Opportunity in Salesforce and marks a contact a read more

Reply Discussion Contacts CRM Custom Objects Integrations

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ISmolin on September 11, 2024

LinkedIn invitations sent/ accepted reports month to month comparison

Good day, colleagues, We need help building two reports that compare LinkedIn invitations sent and accepted monthly. Hubspot suggests only a year-to-year option. We have and use a HubLead subscription and build lists where we can see those to whom read more

Reply Discussion Professional

0 upvote

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Schleis on September 11, 2024

Synch issues

I recently added a new user, with exact setup as other users. For some reason this user cannot see some of the activities on customers' tickets (e.g. meetings that were scheduled by Calendly), and when he sends an email from HubSpot it will not show read more

Reply Discussion Free

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DHiranandani on September 11, 2024

Darshan Hiranandani : How would you prefer to receive updates from us—email or SMS?

Hello Team, As we prepare to launch our mobile app, I’m exploring ways to automate the creation and management of contacts in HubSpot CRM. Specifically, I’m interested in automating the following processes: Creation of Contacts: When someone dow read more

Reply Discussion Free

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