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Mobile Application

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Andrew_81 en Diciembre 30, 2024

Assistance with Direct App Links for HubSpot CRM Contacts

Hi Team, I have links in my ERP that are connected to HubSpot CRM contacts. When I open these links on mobile, they redirect to the browser instead of opening directly in the HubSpot app. This requires logging in each time, which is inconvenient Leer más

Responder Contacts

0 Me gusta

1 Respuestas

Solución Aceptada

Jigar_Thakker

Experto reconocido | Partner nivel Diamond

Diciembre 30, 2024 11:30

Hi @Andrew_81 , Currently, there isn't a direct option to create URLs that open HubSpot CRM contacts directly in the HubSpot app instead of ...Leer más

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MMaaniemi en Octubre 09, 2024

Fields containing links are not clickable in mobile app

Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However Leer más

Responder Contacts Deals Mobile App

4 Me gusta

3 Respuestas

Solución Aceptada

MMaaniemi

Participante | Partner nivel Platinum

Octubre 22, 2024 02:13

Thanks for the replies! I contacted HubSpot support and after a week and a half of back-and-forth messaging HubSpot found a reason for this. It is a...Leer más

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CReed4 en Febrero 07, 2024

Playbooks in the Mobile App

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 Leer más

Responder Companies Contacts CRM Mobile App Playbooks

19 Me gusta

1 Respuestas

Solución Aceptada

LouiseHare

Colaborador líder | Partner

Febrero 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...Leer más

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DOMMA en Enero 15, 2024

Getting handwritten notes on Tablet into Hubspot

Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact. I would like to convert my sales meeting notes to the Notes field on Hubspot. Any help would be appreciated.

Responder Contacts Mobile App Workaround

2 Me gusta

7 Respuestas

Solución Aceptada

Jnix284

Miembro del salón de la fama

Enero 17, 2024 09:26

@DOMMA completely understand manually transferring the notes is less than ideal and very time consuming, hopefully @mikebrown can share more insi...Leer más

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SRobinson4 en May 09, 2023

Accessing contact information whilst offline

Hi there, I have a few clients that need to access contact information when they are offline ie. cannot access via the internet. This information is saved in a list, report and as a viewboard in Hubspot. Is there a way that they can access info Leer más

Responder Contacts Enterprise Lists Mobile App Sales Workaround

0 Me gusta

4 Respuestas

Solución Aceptada

TomM2

Líder intelectual | Partner nivel Platinum

May 09, 2023 07:22

Hey @SRobinson4 HubSpot is a cloud based platform so does require online access to gain access to the HubSpot servers (and your info). There's no...Leer más

Code6 en Enero 07, 2023

Attachments not showing in notes

Dear Community, I hope this message finds you well. I wanted to bring to your attention an issue I've been experiencing with some of my notes. When I tap on the note, it indicates that there are 3 attachments included, but when I tap to vie Leer más

Responder Contacts Free

0 Me gusta

9 Respuestas

kvlschaefer

Administrador de la comunidad

Enero 25, 2023 15:08

Hi @Code6 , Thank you for your patience while I was looking into this! The reason you are not able to view attachments on the note from Jun...Leer más

BWalker6 en Septiembre 22, 2022

Contact Import Failure

I'm running iOS 16 but also had tried to inport contacts using iOS 15.7 and I get a "Contact Import Failure" Message each time. Does anyone know how to address this issue or has a solution? I have not tried erasing and Re-Installing the app but that Leer más

Responder Contacts

0 Me gusta

4 Respuestas

kvlschaefer

Administrador de la comunidad

Septiembre 26, 2022 03:30

Hi @BWalker6 , Thanks for reaching back out and trying those steps! We recommend updating your phone to the latest iOS version if it's a pos...Leer más

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User123123 en Febrero 08, 2021

Hubspot mobile app - how to delete contact

Hubspot mobile app - how to delete contact?? When on the moble app and on the contacts screen it doesnt seem like there is a way to delete a contact. 1. How to delete a contact on the mobile app? - Most important 2. When you delete a cont Leer más

Responder Contacts Mobile App

0 Me gusta

6 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 09, 2021 01:27

Hi @User123123 , I'm using the iOS app so you screen might look slightly different. You should be able to delete a contact by accessing the re...Leer más

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