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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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14 upvotes

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LDeniz on December 06, 2024

Automatically updating meeting outcome when deal moves stage

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 06, 2024

Hi @LDeniz , Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...read more

MNold21 on December 06, 2024

Controlling properties

I have a segment property and a product property. I want to create a form for a specific landing page that will ask what they are interested in. This will tie to the segment. Then I want another field to show up asking which product, but only want t read more

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Hyroxware on December 06, 2024

Help with Deleting a Property Option in Deal Properties

Hi everyone, I'm trying to delete a property option within a Deal Property, but HubSpot is telling me there are 6 deals with this value. However, when I filter my deals using this property and option, nothing shows up. Could these deals be in a de read more

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 06, 2024

Hi @Hyroxware , Could you confirm that you're a super admin and/or have permissions to view all deals in your CRM? There might be records you ...read more

Solved

DOz3 on December 06, 2024

Cannot Display Some Deal Stages on Historical Snapshots

Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you read more

Reply Discussion Reports

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

December 06, 2024

@DOz3 historical snapshots are a report type that is quite rigid, we unfortunately don't get the same level of flexibility like custom reports in g...read more

Stammi on December 06, 2024

Datumsfilter für übernächste Woche

Hallo zusammen, ich benötige für einen Bericht einen Datumsfilter der mir die Datensätze (in diesem Fall Meetings) in der übernächsten Woche ausgibt. Hat hier jemand eine Idee dazu? Beispiel: Diese Woche würde mir dann die aufsummierten Ter read more

Reply Discussion Enterprise

0 upvote

4 Replies

Stammi

Member

December 06, 2024

Da hast Du vollkommen recht, aber es würde für uns passen 🙂

Urgent_help on December 06, 2024

URGENT - Removal of website content

Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot read more

Reply Discussion Website Pages

0 upvote

2 Replies

Jigar_Thakker

Key Advisor | Diamond Partner

December 06, 2024

Hi @Urgent_help , I understand how frustrating this situation must be, and I want to assure you that you’re taking the right steps by addressing ...read more