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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 ...Leer más
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? ...Leer más
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 ...Leer más
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 ...Leer más
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? ...Leer más

sjudson en Diciembre 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 Leer más

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Anya23 en Diciembre 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.

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baconanDegs en Diciembre 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 Leer más

Responder Conversación Contacts CRM Integrations Professional

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JNyfox en Diciembre 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 Leer más

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CVanzetti en Diciembre 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?

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karstenkoehler

Miembro del salón de la fama | Partner

Diciembre 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-...Leer más

CarsynLeClere en Diciembre 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 Leer más

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kennedyp

Administrador de la comunidad

Diciembre 03, 2024

Hey @CarsynLeClere ! Thanks for this question. According to the Knowledge Base article, you must have a LinkedIn Sales Navigator Advanced Plus ...Leer más

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w1234 en Diciembre 03, 2024

Setting Tasks for 4 Biz Days

When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"

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Jigar_Thakker

Asesor destacado | Partner nivel Diamond

Diciembre 03, 2024

Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...Leer más