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  • slinseman on January 24, 2022
    0 upvotes
    0 Replies
    Morning, I am just getting started, and when I try to export, none of my custom properties that I have created appear. Any ideas? thanks Scott
    Reply
  • FHacking on January 24, 2022
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    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?
    Reply
    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
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    1 Replies
    Hello Jenny, can you confirm how you delete a single email from hubspot?
    Reply
    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
    0 upvotes
    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...
    Reply
    Member
    January 23, 2022 23:38
    I added the SPF to my OVH records, thanks a lot ! Stéphane
  • Solved
    Chica_Dornellas on January 20, 2022
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    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...
    Reply
    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
    0 upvotes
    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...
    Reply
    Participant
    January 19, 2022 12:08
    Great, thanks.
  • Solved
    JPlumley8 on January 19, 2022
    0 upvotes
    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 app.hubspot.com/tasks. I can still find the tasks by looking at the contacts, but their titles have been crossed out with a strikethough...
    Reply
    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...
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