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  • Most Upvoted
  • hugspot on July 22, 2021
    0 upvotes
    4 Replies
    Hi, We need to download/export all attachments (contracts, files, quotes...) from deal records in one go. Hubspot support told me it was not possible at the time, except via API. Does anyone know an integrated tool that might help? It would be suc...
    Top Contributor | Diamond Partner
    July 28, 2021 06:30
    Sorry, @hugspot but @webdew @and @karstenkoehler are correct.
  • PedroLima on July 13, 2021
    0 upvotes
    3 Replies
    Hi All, I have a custom object I created. Which was syncing with a custom object from Salesforce. I had to delete the custom object in Hubspot, however, I cannot sync the salesforce object with another HS custom object. Object Deleted Sale...
    Community Manager
    July 14, 2021 01:36
    I totally get what you mean, thank you for sharing your feedback! The product team is working on to implement a feature to delete custom object syn...
  • Solved
    TFarris on July 02, 2021
    0 upvotes
    3 Replies
    I'm using the optional description field on a few properties that explain a formula or further detail regarding populating that particular property. I only see this information displayed when I go to view all properties, then click detail. Is ther...
    Most Valuable Member
    July 06, 2021 20:27
    Happy to help!
  • PedroLima on June 29, 2021
    1 upvotes
    4 Replies
    Hi, I would like to know if it is possible to create custom fields for line items? From a data model perspective, line item is a completely different object from products, therefore their fields should - most cases, have no dependencies. (please...
    Participant
    July 13, 2021 08:28
    Line items should have the capability of store promo code applied. So, a deal that has two line (item1 and Item2) items for example and item1 has one...
  • Solved
    WNikander on March 24, 2021
    0 upvotes
    1 Replies
    I want to delete a custom deal property that I just created. Hubspot says it is required/in use in a Deals layout, but no instances of the property contain any data. I looked through my Deal object and the property shows up but is not required. How ...
    Most Valuable Member
    March 24, 2021 22:53
    Hi @WNikander , Which property are you trying to delete? Is it a default deal property from this list ? Usually these can't be deleted. ...
  • nmedina on February 12, 2021
    4 upvotes
    1 Replies
    Switching software can seem like a daunting task, and, if you’re migrating all your data out of Salesforce, it can feel even more intimidating. So, how can you migrate from Salesforce to HubSpot in a way that ensures your employees don’t s...
    Contributor
    February 12, 2021 17:45
    Love that you mentioned the data cleanup piece, @nmedina . While going through the migration process from one CRM to another, it's the perfec...
  • Solved
    IanRogers on January 11, 2021
    0 upvotes
    3 Replies
    We are a private language school and we want to use HubSpot to grow. I'm wondering if there's a way to add class registration details and payment information onto the CRM. For example, when a student has gone through the sales pipeline and has "wo...
    Participant
    January 13, 2021 11:50
    Thank you both, @sharonlicari @darynsmith for the responses. Using custom objects on user accounts seems the most elegant solution. I have al...
  • Solved
    KaUn on January 11, 2021
    0 upvotes
    1 Replies
    Dear Community, I unfortunately noticed a mistake in using the platform too late: I am the company owner. My email was set up as part of a "Team". My emails were all tracked so the rest of the team can read all of my emails. That was a mis...
    Key Advisor
    January 13, 2021 06:50
    Hey @KaUn , Sorry to hear about that, you have a few solutions: 1 - You can go to each contact then delete the emails one by one: http...
  • CalmKimura on December 10, 2020
    3 upvotes
    4 Replies
    Many/Most of our external stakeholders at ASCD are public schools and school districts. As you'd imagine the parent/child relationship is inherent and our data reflects this in Salesforce. The fact that those relationships don't sync to HubSpot i...
    Community Manager
    January 13, 2021 00:23
    Hi @CalmKimura I understand your case, I'd recommend posting the idea in our Ideas Forum , that way other users can upvote it and this foru...
  • PaulZabroske on December 02, 2020
    0 upvotes
    1 Replies
    I need help! I just logged into my hubspot account and got a "that did not go as planned" message. It said to refresh my page but that did not do any good...I tried the customer service phone number but this is a free account. Can anyone help?
    Community Manager
    December 02, 2020 10:40
    Hello @PaulZabroske , Welcome to the HubSpot Community! I would recommend first to please Clear the cache and cookies in your browser and re...
  • AdolfoPro on November 11, 2020
    0 upvotes
    1 Replies
    I normally work from a Lenovo laptop, however it went down. I am using a Surface Pro pc When I logged in with my credentials the system immediately took me to a Welcoome page asking me to enter a 6-digit verificaiton code. I should mention tha...
    Community Manager
    November 12, 2020 03:14
    Hey @AdolfoPro Thank you for reaching out! I'm able to see you have received and opened the email with the code. If you received this ...
  • Solved
    Osnovyanenko on October 09, 2020
    0 upvotes
    2 Replies
    Hello! A user can delete an activity, for example, a note. I can restore it by going to Actions > restore activity. On that page, I can either delete it forever or restore it. However, if someone were to sabotage my work, like deleting an act...
    Contributor | Diamond Partner
    October 13, 2020 04:30
    Hi @karstenkoehler Thank you for your answer. Yes, it is now possible to permanently delete or restore notes. Please take a look at my screens...
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