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AManess on May 22, 2023
Good afternoon, I am wondering if there is a user friendly tool to create printable brochures and flyers that integrates with HubSpot? Thank you, Angela
0 upvote
1 Reply
Accepted Solution
Key Advisor
May 22, 2023 15:30
What exactly do you mean integrates with Hubspot? What are you looking to do? Some people use online tools like Canva, or there are professional more
jgsanders on April 28, 2023
Hello. I know that transcripts from closed chats are sent automatically to the client but, we were hoping to have a transcript sent automatically to an internal email for tracking purposes. I've spoken with HubSpot support and it seems like this is read more
1 upvote
4 Replies
Accepted Solution
Top Contributor | Partner
April 29, 2023 07:03
Hey @jgsanders it does look like this can only be manually triggered for each ticket at the moment unfortunately. I was trying to figure out if more
Ktamir on March 13, 2023
Hi all, I've been trying to find a solution for this issue for a while now and would appreciate your help. We are updating the marketing contact status on one of our customer's portals based on a list we are getting daily. This list is deriv read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
March 13, 2023 14:39
Hi @Ktamir , When you say marketing / non-marketing, are you referring to HubSpot's billing feature or are you talking about consent ( more
soheilhs on February 27, 2023
Hello Everyone, I was wondering if we could add a personalized token, for instance, {{email}} to a link and then add it as a hyperlink in a template. For instance, instead of clicking here 😆 I want to show Click here , where I added read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 28, 2023 00:30
Hi @soheilhs , Yes, that's possible. The syntax for a spelled personalization token is: {{ object.internal_label_of_property }} more
CRD1 on February 27, 2023
We are looking for an integration where we can create complex forms to manage details on partners. It is not lead capture for marketing but something we use internally where are team will fill out different forms based on different types of partner read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 27, 2023 13:21
Hi @CRD1 , This can actually be done with HubSpot forms. Forms support company fields, removing all contact fields means that HubSpot will more
BKoons on February 15, 2023
Hello this request was made over 2 years ago and I noticed the solution still doesn't easily present itself in the system. Is there any news or update on this becoming a capability in sequences? We're considering a shift towards a great read more
1 Reply
Accepted Solution
Thought Leader | Elite Partner
February 15, 2023 11:24
@BKoons I only know of the switch to either thread all emails in a sequence or none. I found this feature request in the Ideas Forum here . Feel more
NisantaSahoo on January 05, 2023
Hello, This is pretty frustrating! I was trying to create a list of companies to whom we haven't reached yet, but there is no way we could do that. I am not sure if HS does a proper analysis of things that we need in CRM.
0 upvote
10 Replies
January 09, 2023 04:09
So in sort, there isn't a direct way to this right 🙂
PDefrance on January 03, 2023
Hi, When you go to a contact sheet, in the central items, would it be possible to set as default the "Activities" view instead of the "Overview" view ? Thank you in advance, Pierre
0 upvote
1 Reply
Guide | Platinum Partner
January 03, 2023 07:24
Hi @PDefrance , I hope you are doing fine. The solution to your query is, when you open a Contact it always opens the tab on which you more
SSchlabach on December 12, 2022
We currently use Asana to manage our software implementation project plans because we can assign tasks to our customers and they can communicate directly with the implementation specialist when they have questions or issues. Has anyone used Hubspot read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
December 12, 2022 12:37
Hi @SSchlabach I'm a HubSpot fanboy but HubSpot Projects is only useful if everyone you are working with is a user in HubSpot. When I more
CFalstad on December 07, 2022
Hi! It would be great and super helpful if each pipeline could have its own create deal form. We have four pipelines currently and while there are some similarities in the information we capture, there are enough unique fields, information that we read more
7 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2022 14:56
Hi @CFalstad , I agree! This has been requested by many users before: Custom 'Create Deal' form for different pipelines I'd more
SHeinert on December 05, 2022
Hi, we work with both Hubspot and Asana. We would like that when a task is created in Hubspot, it comes into Asana. Including the assigned employee. The trigger could be: "Activity assigned to" and then as activity type "Task" - however, I have read more
0 upvote
6 Replies
Accepted Solution
Top Contributor | Gold Partner
December 07, 2022 05:02
Hi again SHeinert - yes sure thing. Triggering on (and creating) these types of HubSpot timeline activities, which include Notes, Tasks, more
Brammetje0803 on November 01, 2022
Good afternoon everyone! For my work i'm developing Hubspot bit by bit and hereby there are a lot of possibilities! I want to make a visible plan for all the content what has to be made. For example: Everey mondag we have a Facebook post an read more
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
November 02, 2022 08:35
Hi Bram @Brammetje0803 . Welcome to the Community! HubSpot has great features for a lot, but content planning as you've described is not one more
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