Mobile Application

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Solved
CReed4 on February 07, 2024
We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible. Anyone else running into this issue? Any work around for providing a strandard checklist to follow and assoc read more
Accepted Solution
Top Contributor | Partner
February 07, 2024 14:57
Hi @CReed4 , Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that w...read more
Solved
ojobson on January 22, 2024
How should I create a QR code to be scanned by the HubSpot Mobile App that will import vCard data into the CRM? Is there a standard for doing this? Is there a HubSpot support article for how to structure the data? I've only used QR codes for read more
0 upvote
3 Replies
Accepted Solution
Guide | Elite Partner
January 22, 2024 09:07
Sorry, so the QR code scanner is live - the abilty to import vcards is not, I don't think! There are a few third-party apps out there that can turn ...read more
DouglasInDallas on February 24, 2022
I'm using a free Hubspot Sales account with the Chrome extension in Windows 10 Home and the mobile application on Android 11. I muted an email thread so I would not receive notifications any further and I am not receiving the notifications on Ch read more
0 upvote
4 Replies
March 21, 2022 17:59
4 weeks now since requesting support. My March quota ended before the end of the first week due to this issue. Looking for other CRM's now because o...read more
Solved
RAdams6 on February 09, 2021
I'm new to Hubspot and the iOS app and I am struggling with a few things... Sometimes I can't be at my computer but I have to attend to customers via Hubspot. 1. How do I pickup live chats via the app? 2. How do I make tickets via the ap read more
5 upvotes
5 Replies
Accepted Solution
Hall of Famer | Partner
February 10, 2021 00:56
Hi @RAdams6 , The iOS app offers only a selection of HubSpot features, as you can see here: https://knowledge.hubspot.com/mobile/hubspot-mobi...read more
Solved
lydia2 on January 18, 2021
Hi, Several namecards which I had been scanning using the iOS mobile app were not appearing on my contact list, and I was redirected to report the issue on the mobile app itself. On this help guide, there's a "get help" button under settin read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 19, 2021 01:07
Hello @lydia2 , It seems like the only type of help available through the app is via ticket / email – see my screenshots below: ...read more
Turner on November 19, 2020
I see this has been asked a year ago and thought maybe there has been an update. Is it possible to share a contact's information (like a vcard) from the mobile CRM app?
1 upvote
2 Replies
Participant
November 20, 2020 09:47
Thanks @PamCotton . I will check it out.
devsurti on June 10, 2020
Hi there, On the Hubspot mobile app, till a week back, I was able to click on an associated contact under the Deals section and go to the contact directly. But now I am not able do that. Has this feature changed? How do I go to the contact direc read more
0 upvote
2 Replies
Member
June 11, 2020 01:10
Hi Pam, Thanks for your reply. Deleted the app and reinstalled it. Unfortunately, the issue persists. I am using Android 10 currently. Kind...read more
cerlpbr on May 14, 2020
If I create a task on mobile app then it fetches from desktop/server. Sometimes and sometimes they disappear again. Very frustrating. Mobile app tasks is not useable. 3 of our team members have the same problem.
0 upvote
7 Replies
MOp
Participant
January 29, 2022 19:52
Hi @natsumimori ! I'm new using Hubspot, and I'm in love, unfortunately there is some info that is not displayed in Mobile, for example the issue t...read more
seanddavies1 on April 21, 2020
I have the Office 365 extension installed for Outlook on Mac and my sent/received emails are logged in HubSpot. On desktop, I can see all the email activity as expected in the activities report (as shown below). Activities showing as expe read more
0 upvote
1 Reply
Community Manager
April 29, 2020 04:04
Hi @seanddavies1 , Aplogies for the delay in responding to your inquiry. I wanted to share some knowledge base articles: - HubSpot mobil...read more
ElenaB on April 01, 2020
Hola, Al hacer una llamada desde el teléfono móvil desde un contacto de Hubspot, al finalizar la llamada no sale el registro de llamada automático. A otros usuarios de mi empresa a veces les sale y otras veces no, y cuando les sale, no se les mues read more
2 upvotes
1 Reply
Community Manager
April 03, 2020 05:06
Hola @ElenaB ¡Bienvenida a la Comunidad! Para poder registrar una llamada dentro de tu portal de Hubspot utilizando la aplicación del ...read more
Solved
ab on December 01, 2016
Hello @nicolebrenner , @BrettLanguirand Does HubSpot Sales Tool when you connect it in your email also work (email tracking) on smartphones? When you receive or send an email from you smartphone is that email automatically logged in the HubSp read more
8 upvotes
26 Replies
Accepted Solution
HubSpot Alumni
December 06, 2016 12:24
Hi @ab , yes, as long as the forwarded/BCC'ed emails follow the general guidelines for logging and forwarding , you should have no issues with ma...read more
Solved
mbartko on November 17, 2016
Hello! I'm looking for the best way to view an attached image of a business card in the Hubspot iOS app. In order to baseline the question lets assume that I have already streamlined the process of taking the business card from paper to digital im read more
2 upvotes
28 Replies
Accepted Solution
HubSpot Product Team
November 29, 2016 05:22
@mbartko , it is on the way! We are playing around with a few prototypes which will make this feature native to the app and you wouldn't need zaps t...read more
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