Hi, We are fixing a custom quote and would like to know if it is possible to include custom buttons a bit like "download" and "print" that are included in many templates. But the tricky part that we don't know if it is possible is to have these ...
What is the best way to create a list of contacts that don't have some activity logged? such as all contacts without logged emails or linkedin messages? I tried filtering out acitivities with the Acitivy filter for Acitivty Type but I didn't get th...
Hey Guys, I am looking for a resolution or to see if one exists. Is it posibble to block all or part of a property to certain team members. I am aware of the option to upgrade to Enterprise and block it completely for some users however a ...
Hi all thank you in advance for your help! I am experiencing a strange situation. Deals are handled via our internal systems and using the API new Deals and updated Deals are pushed to HubSpot. No one but me can modify deal records in HubSpot and e...
My company works with law enforcement agencies like police departments and fire departments. The problem is that they usually share a domain but are each a different potential customer. When I upload a list, they often auto-associate to whichever ...
Hi, We have created an individual property for our companies, which we use to categorize them. Now we would like to set the filter in the contacts overview so that all contacts belonging to a company category are displayed. To put it another w...
Hi, We have run into issues with HubSpot Insights recently in which many properties are incorrectly updated. The two properties that we are most concerned about are Company Name and Industry. Is there a way to pull a list of records that ha...
How do you manage ownership rotations for deals, leads, or contacts? 🔁 This can become challenging when team members go on vacation or take a leave of absence. Should you update workflows manually, or is there an automated solution available? ...
Hi I have created a list of postcodes for a Sales Person. See below. For some reason it is adding postcodes that are not on the filter. Example WR10, WR11 and WR12. These postcodes belong to another person. They do not form part of my filte...
Hi, Im on the free version of the service. Is there a way to restrict a user from seeing certain emails or message in the conversations > inbox area? For example I want a user to only see messages that are from contacts that are assigned to ...
Hello Everyone. I figured out how to connect my personal email to Hubspot. However for some reason, I cant seem to understand where I go to send messages or to respond to a message. I know under the team email I go to the inbox in Hubspot and ca...
1. I had been check for setting > email , and correct email is corrected 2. I had check the chat flow. even the form and website does it set up correctly 3. But I found that still have some mail or chat is missing. May I know the proper way t...