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  • PAllmond on September 27, 2021
    1 Replies
    Every time I log into HS I sort by last activity date. How do I get that to be my default view? Do I have to create a new custom view? Thanks
    Recognized Expert | Platinum Partner
    September 27, 2021 13:25
    Hi @PAllmond Yes. Create a saved view sorted in by activity date with whatever columns you want to see. From there you can pin it to the top ...
  • AGaardsted on September 27, 2021
    0 Replies
    I have a problem with including custom object (CO) tokens in automated mails. I need to include: 1. Contact properties 2. Associated CO properties 3. Deal properties. I've made the custom object (called Recipients) through API, and the objec...
  • KFeldesz on September 27, 2021
    1 Replies
    When creating a new task, it should be possible to set required fields that always need to be filled out in order to save the task, if not the user should get an error message.
    Most Valuable Member
    September 27, 2021 01:57
    Hi @KFeldesz , This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that ...
  • LAshtar on September 26, 2021
    2 Replies
    Hi 🙂 I've created a meeting link such as the one below in the attached picture. I can see that it had 333 views and 30 clicks but I'm still missing some info. Does the views reffers to how many contacts clicked the link but didn't sch...
    September 26, 2021 23:48
    Hi 🙂 I tried it with the specific link and it only showed me 8 people. On the meeting secction under the sales tab it showes me a lot more, I ...
  • OOlabanji on September 26, 2021
    1 Replies
    Hi HS community, We currently use office applications for Sales call memos and call plans. How can HubSpot CRM be used to replace the current practice?
    Most Valuable Member
    September 26, 2021 22:04
    Hi @OOlabanji , In Sales Hub Enterprise, there is a so-called playbooks feature. With the playbooks tool, you can provide guidance with inte...
  • HerveFR on September 24, 2021
    1 Replies
    Hi everybody, I would like to use the Hubspot extension for my Wordpress website. I've several forms (one for each job offer as I'm a recuiter). Right now, when somebody does a new form submission, Hubspot automatically creates the email's conta...
    Key Advisor
    September 24, 2021 08:55
    Hi @HerveFR , Let me get this straight - you want people to submit a form and NOT have a contact record created in your CRM... but then whey y...
  • FBarbosa on September 24, 2021
    1 Replies
    Hello, I have my products being sold in a Platform (for example Standvirtual), and I receive a lot of leads from there. Everytime I get a lead, I get an e-mail with the name, number and message of that lead. The problem is, the e-mail is alway...
    September 24, 2021 15:42
    Hello, I got your pain. I think you are actually receiving an email when order gets placed in that platform you have integrated with HubSpot. In thi...
  • yilinchu on September 24, 2021
    1 Replies
    Hello, I have some problems after creating a list. Since I cloned a list created by others and added it to my folder, I wanted to pin the list on my view to check it on a regular basis. But I found that I couldn't find my list when I clicked on "Ad...
    Most Valuable Member
    September 24, 2021 04:24
    Hi @yilinchu , Are you referring to saved views ? You should be able to clone or pin views from other users perfectly fine. If you clon...
  • EUcalls on September 23, 2021
    2 Replies
    Hello everyone, I have a question about the companies and how the discussion that we have with its contact can appear into the company (to the activity - email section). We are using the HubSpot Sales integration with our outlook accounts, and rig...
    Top Contributor | Elite Partner
    September 26, 2021 23:47
    Hi @EUcalls Are you logging your emails on the contact record from your inbox? If so you can choose which records you are logging an email t...
  • mdrnd on September 23, 2021
    1 Replies
    Hi there, I'm trying to create a workflow automation that copies multiple company properties to deal properties. For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workf...
    Top Contributor
    September 23, 2021 10:14
    Hi @mdrnd , from what you are describing, I think the key area to focus in on is the re-enrollment triggers. Specifically, the "____ is known". When...
  • SPointon on September 23, 2021
    1 Replies
    Hi, I'm trying to create a report to show 'Tasks assigned vs tasks completed'. Has anybody got any advice on the best way to do this? Thanks, Scott
    Most Valuable Member
    September 23, 2021 05:08
    Hi @SPointon , To create this report, you'd navigate to Menu > Reports > Reports > Create custom report > Single object > Activ...
  • milowbrac on September 23, 2021
    1 Replies
    Hey there – I’m looking for a completely customizable CRM that actually looks really nice and is enjoyable to use. I’m probably too picky but I can’t stand it when a system won’t let me remove certain fields or change the name of certain fields. I...
    Community Manager
    September 24, 2021 15:14
    Hello @milowbrac could you please provide us more details on your goal? What part you would like to customize in our HubSpot CRM? The more inform...
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