クリエイティブな才能を開花させよう

Hi, It would be incredibly useful to have tasks being assigned to users with a round robin (even a weighted round robin), without having to assign the deal to single users. ...その他を表示

I've created a list of contacts and I'd like to add them to a sequence. It would be efficient to allow that.  ...その他を表示

We're looking to reference meeting tokens (as stated in the pre-meeting reminder automation with a scheduling page) to use as workflow triggers or delay to event actions to trigger sms reminders (along with the defaul emails from the scheduling pages).    There's several use cases around sending meeting reminders to contacts, for example, sending sms's to contacts in the context of a B2C model where sms is used as a form of communication with clients.   Right now there is no way to reference the date at which a meeting or call was schedule for. We can only reference the meeting start time from the activity data source, however this is based on when the meeting was started and is only set once the meeting occurs.   ...その他を表示

I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the same initial email but customizes the content based on the industry of the contact. How can this be achieved? Alternatively, I would have to create 20 different emails, which seems inefficient. Is there a more streamlined approach available? https://community.hubspot.com/t5/Sales-Email/Customize-Email-Sequence-Content-by-Industry-in-Templates/m-p/965179/highlight/true#M8710 ...その他を表示

Dear Team, In my social media posts the name of our products is automatically converted into a link! I don't know what to do!  Format is e.g. "lis.analytics"   Reply from Support:  As of right now anytime you write xyz.xyz it will automatically be turned into a hyperlink. As of right now there is no option to disable this. I would like to encourage you to submit an idea requesting this feature.   I would like to be able to choose if something is a link. 🙂  Thank you ...その他を表示

When closing out tickets from the tickets page, when a support case reason is selected, conditional subcategory options will appear to be chosen from. However when looking at a support pipeline and moving a ticket to closed, only the support case reason appears, and there is no option to add conditional properties to allow for subcategories.     ...その他を表示

Hi there,  I have the usecase that if my team closes a Deal they have to fill out some properties for our finance team to be able to write invoices etc. One of these Information is the 'Billing Start Date' that we created as a Deal property. At the moment whenever a Deal is closed we have to adapt this property once in the Deal Record and once in the Line Items. It would be great if I could automize the Line Item 'Property' Billing Start Date (which is a Hubspot Default) in the Deal based on the Deal Property so I don't have to fill it out twice.  I am sure there are many other usecases where it would make sense to be able to automize the Line Item Properties based on other Deal Properties and vice versa.    Thanks for considering and many greetings 🙂 ...その他を表示

Hello, My name is Dorcas a new member to the community. I'm excited to be here.  ...その他を表示

We want to be able to use a calculation field or a workflow to set a date field.   example we have a date property - blog posting date  we want to calculate another property - blog due date for 45 days before the blog posting date right now the on,y way you can do it is manually  ...その他を表示