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Pearly on April 03, 2024
Hi all, I'm a product manager at HubSpot and I'm excited to share that we're working on a new Enterprise feature that will help customers with multiple HubSpot accounts. Customers can select the Marketing Emails they want to copy from read more
3 upvotes
0 Reply
Solved
esealpha on February 26, 2024
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
0 upvote
4 Replies
Accepted Solution
Contributor | Gold Partner
February 27, 2024 03:35
Hi, unfortunately it won't work the way it is set up at the moment. The current branch branches on the outcome of the workflow action, meaning it run...read more
Solved
RenateK on January 31, 2024
Hello! I am very new to HubSpot and I'm currently trying to create different views on the contact records based on our different teams need. Now, I am not quite sure what it is that I'm doing wrong, but when I click on "create team view" an read more
0 upvote
3 Replies
Accepted Solution
Member
February 01, 2024 04:01
Hello Pam, Thank you for your response! I tested around yesterday and I identified my error. Our HubSpot account was set up with 14 prope...read more
Solved
KKoraca on January 04, 2024
I need to automate updating the deal stages on one of your pipelines based on the associated contact's static list membership. For example: Sales Rep opens Deal and sets as stage = trial link sent Associated contact activates free trial and g read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 04, 2024 12:25
Hi @KKoraca , This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use...read more
Solved
AnnCS on January 03, 2024
Hello, Is there a way to set a workflow that automatically tags/notifies a HS user in every single note created in every single contact file? Thanks!
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 03, 2024 11:04
Hi @AnnCS , No, this is currently not possible, unfortunately. HubSpot doesn't have any activity-based workflows, meaning that it's not possib...read more
Solved
AnnCS on January 03, 2024
Hello there, My organization has multiple accounts due to legal restrictions that prohibit sharing data from within one singular CRM. All of the accounts are under the same domain. For one account, we utilize the Marketing Hub Enterprise. Are we a read more
Accepted Solution
Hall of Famer | Partner
January 03, 2024 10:25
Hi @AnnCS , This is not possible, no. Features are only available within one portal. If you need them in other portals, you would have to purc...read more
DSaucier on October 12, 2023
Hello, We recently purchased the SMS addon for Marketing Hub. I am looking to understand what happens when a recipient of a text replies to that text. Does it show up anywhere in HubSpot to either reply to or setup an internal notification? Thanks read more
9 upvotes
15 Replies
Participant
April 01, 2024 06:08
Hey Antoinette! this is definitely crucial, at least for the type of use we make of HubSpot. We would love to take part in this beta, and in general...read more
EMangrum4 on September 15, 2023
Can anyone explain why some tasks display a calendar when editing the due date and others show a drop down list of future timeframes (i.e. 2 business days, etc.)? I can't seem to find a commonality or explanation anywhere.
0 upvote
2 Replies
Participant
September 15, 2023 20:12
Thanks for the thoughts. I definitely understand why that option appears, but it is not consistent. Both of these were taken from a task, in the spac...read more
Solved
mimidwest on July 10, 2023
Is there a way to populate a custom property with the amount of days until X date. For instance, we want to populate an email with something like "17 Days Until Your Event" where 17 is how many days until their event is scheduled for. Thanks fo read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 11, 2023 00:19
Hi @mimidwest , This can be achieved quite easily with Operations Hub Professional, not so easily without it. With Operations Hub Profes...read more
Solved
JSchneider90 on August 17, 2022
Any recommended tools to clean/validate physical addresses in HubSpot?
0 upvote
4 Replies
Accepted Solution
Key Advisor | Elite Partner
August 18, 2022 08:19
@TiphaineCuisset thank you for tagging. Hey @JSchneider90 , I'm not entirely certain... do you mean physical addresses, something li...read more
Solved
mmartelli0803 on February 11, 2022
Is it possible to add a custom field to this active search box on the contacts page?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 11, 2022 14:18
Hi @mmartelli0803 , As far as I know there aren't any out of the box options for this search but as @kvlschaefer has pointed out, this can b...read more
Solved
ChintanaHerrin on January 20, 2022
I have an issue where a user with "Read" permission in the Campaign tool is able to also create Campaigns. Tech Support confirmed that "Read" access is sufficient for users to create new campaigns but can't edit exisiting campaigns. I wo read more
1 upvote
2 Replies
Accepted Solution
Participant
January 21, 2022 08:07
Thank you for your reply and suggestion. I did test this with a user that has "Read" only permissions and he was able to create a new campaign before...read more
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