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LWohlman en Febrero 02, 2024
When a form is submitted, i get a direct notification email with the form attached. Problem is - the form itself it cut off. I want to see everything to skip a click into hubspot to see info. Also so i can forward it. Is there a setting I Leer más
0 Me gusta
1 Respuestas
Miembro del salón de la fama | Partner
Febrero 02, 2024 14:12
Hi @LWohlman , The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be workarou...Leer más
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RenateK en Enero 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 Leer más
0 Me gusta
3 Respuestas
Accepted Solution
Miembro
Febrero 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...Leer más
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CGiggy en Enero 29, 2024
I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clic Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 29, 2024 23:47
Hi @CGiggy , I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent. You would either have ...Leer más
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akrus en Enero 05, 2024
Hey We have this built-in HubSpot feature for detecting possible duplicates, and it works well. The problem is that it's closed from the rest of the system's environment, meaning there is only one way of using it - going through the list of all dupl Leer más
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3 Respuestas
Accepted Solution
Participante
Enero 16, 2024 16:31
Hi @akrus , I work for Insycle, and wanted to pop in here and add a little more context. Thank you for sharing about us @karstenkoehler . ...Leer más
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KKoraca en Enero 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 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...Leer más
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AnnCS en Enero 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!
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 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...Leer más
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AnnCS en Enero 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 Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Enero 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...Leer más
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JClem en Diciembre 06, 2023
Our team would like to suggest the capability of commenting on scheduled posts for clear editing communication.
2 Me gusta
1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Diciembre 07, 2023 00:30
Hi @JClem , There is a beta for this 🙂 Campaigns | Social [Public Beta] Collaboration sidebar in the Social tool Oct 24, 20...Leer más
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Infoseeker1 en Noviembre 08, 2023
Hi everyone, I hope someone can help. We are trying to setup a system where we can send quote requests to filtered lists and then have the quote requests auto followed up if no response is received within 2 hours. For example, I want to send a qu Leer más
0 Me gusta
5 Respuestas
Accepted Solution
Asesor destacado
Noviembre 08, 2023 14:34
@Infoseeker1 wrote: How about setting the email lists up? Without having the automation? You can build the lists and send out a single ema...Leer más
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Niels-Catena en Octubre 25, 2023
We're moving a non-hubspot form to a Hubspot Form but are running into a challenge. The old form uploads all submitted records as a csv to an ftp . With that information we automatically create pdf documents (for example: certificates). However Leer más
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1 Respuestas
Accepted Solution
Asesor destacado | Partner
Octubre 25, 2023 06:46
Hey @Niels-Catena at the moment, the only way to programitically export form submissions would be through the forms api . This would export the...Leer más
DSaucier en Octubre 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 Leer más
7 Me gusta
12 Respuestas
Participante
Febrero 16, 2024 11:33
Hey, I can't advocate enough for the importance of this feature. There is no way we can roll out utilization of SMS through Hubspot if replies aren'...Leer más
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PKirova en Septiembre 21, 2023
Hi, I created a workflow to send reminders after a meeting is done to update the Meeeting outcome. However, in the options for notifications sent to I see "Contact owner" but I don't see Activity assigned to user ? My issue is that sometimes it's n Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Colaborador
Septiembre 21, 2023 09:58
Thanks, I actually made a work-around. Before sending the email, I used the Branch function and made branches for each user based on the value of pro...Leer más
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