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  • FHacking on January 24, 2022
    1 Replies
    Hi guys, I have just uploaded a fresh database and am looking to mass assign parent/child company relationships. Is there a way to do this? I can see this has been requested multiple times over the course of the past few years but I cannot see i...
    Hall of Famer
    January 24, 2022 03:48
    Hi @FHacking , Unfortunately, no updates here. It is currently not possible to bulk assign children to parent companies, see the question sect...
  • Stanza on January 23, 2022
    2 Replies
    Hi. I have a custom date time field that needs to get updated with the current date time whenever a particular field gets updated. I am trying to use the OOTB workflow byut not sure how to achieve this. Is this is even possible ? Stanley...
    Hall of Famer
    January 23, 2022 21:21
    Hi @Stanza , Such a workflow could look like this, in my example I'm updating Date property whenever First name is changed (or first populated...
  • ABuckley on January 22, 2022
    1 Replies
    Is there any fast way to ensure everybody with a first name in HubSpot database starts with a capital letter? Seems like something that should be simple without crawling 1000's of records?
    Hall of Famer
    January 22, 2022 06:38
    Hi @ABuckley , This is not possible in the free CRM, unfortunately. Data quality automation (such as formatting names) is a Operations Hub Profes...
  • squigglebit on January 21, 2022
    1 Replies
    Hi I hope someone may be able to help with this. We have a support pipeline that automatically sends a satisfaction survey when the ticket is marked as closed. However some of the support doesn't need this ticket to be sent, e.g a routine passwo...
    Hall of Famer
    January 22, 2022 23:47
    Hi @squigglebit , Customer support surveys will be sent for all tickets in a pipeline, I'm not aware of any ways to suppress tickets based on ...
  • JFurse on January 21, 2022
    1 Replies
    Hello Jenny, can you confirm how you delete a single email from hubspot?
    Community Manager
    January 24, 2022 04:57
    Hi @JFurse Thank you for reaching out I've moved your reply as a new post as the thread was older. If you hover your mouse on a...
  • StephaneBadel on January 20, 2022
    8 Replies
    Hello community! Quick question regarding the OOO replies, we used to send campaigns through Send in blue and we never had any OOO replies bouncing back. Is there a way to not receive those OOO replies? Imagine there are 50 OOO replies (say rig...
    January 23, 2022 23:38
    I added the SPF to my OVH records, thanks a lot ! Stéphane
  • Solved
    Chica_Dornellas on January 20, 2022
    3 Replies
    I'm trying to create a list of companies that are not enrolled in a sequence , but when I use the filter of the company's associated contacts - number of sequences enrolled: is unknown , the list presents "at least one associated contact" has neve...
    January 21, 2022 03:27
    Thank you so much! if any follow-up questions arise I'll let you know!
  • NolanHubSpot on January 20, 2022
    1 Replies
    Is there a way to manually mark a quote as signed? This is important as we're sending some quotes for e-signature and some with a place for signature. Would be great if we can mark a quote as signed and upload it, so on the Quotes landing page it di...
    Community Manager
    January 21, 2022 12:27
    Hello @NolanHubSpot , happy Friday! I can confirm it isn't currently possible to manually mark a quote assigned. Quotes move through the stag...
  • RSiddula on January 20, 2022
    1 Replies
    Hello Community, My org is not really using the lead status property insted they are completely relying on deal stages alone, I am trying to get the best usage of lead status property but I don't really have a strong reason to convence my superv...
    Hall of Famer
    January 20, 2022 00:44
    Hi @RSiddula , The Lead Status property describes the sub-stages within a Sales Qualified Lead lifecycle stage, see here . They're b...
  • Solved
    mdrnd on January 19, 2022
    4 Replies
    Hey everyone, Trying to build a lead score based no list membership and marketing activities. What I'd like to do is that 1) I'd like to create a trigger with 2 or more list memberships. When a contact is a member of at least 2 lists, the l...
    January 19, 2022 12:08
    Great, thanks.
  • Solved
    JPlumley8 on January 19, 2022
    3 Replies
    Hi - I am new to Hubspot, so sorry if this is very obvious. Two tasks are missing from my list of tasks at I can still find the tasks by looking at the contacts, but their titles have been crossed out with a strikethough...
    Hall of Famer
    January 20, 2022 04:18
    Hi @JPlumley8 , Depending on the permissions of other users in your portal , someone else might've completed this task – consciously or accid...
  • leemak on January 19, 2022
    1 Replies
    Hello Everyone, My company has recently signed up for Hubspot and we are in the process of developing our CRM. We manufacturer Rodeo event equipment and both retail and wholesale. We are trying to set up a follow up schedule that is reoccur...
    Key Advisor
    January 19, 2022 06:39
    Hi @leemak , Not sure if Workflows are the way forward here, as they're essentially logical decision trees (if A then X, else Y...) and there'...
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