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
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.
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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