Is it possible to improve the appoint card view? Instead of seen the appointment End to see the Event name for ex or also it would be good to see the comments or notes from the appointment.
Hi @MagaBMiz ,
Yes, in the record customization options for the object you're currently viewing, you can also customize the shown cards: http...read more
Would be great to update the Google Meet app to add the ability to pull in any Gemini-generated meeting notes (using the 'take notes for me' feature) into HubSpot activities, much like 3rd party apps seem to be able to do.
Hi @Areuveny ,
The best place for these kinds of suggestions is the HubSpot Ideas section of the community, monitored by the product team base...read more
Hi everyone, I've set up a structure but it's not working as I expected. We ask for license start and end dates as deal properties for each deal. When a renewal happens, a new deal is created. However, until this new deal is marked as won , we do read more
Hi! What are the benefits of using sync properties in lieu of using a workflow to copy a property? Is it that it's a new feature and more approipreat...read more
Hi we recently implemented hubspot- I went to create a new field and update that field- but in advertntily overwrote the associations for about 3k records. This means existing contacts and deals are not associated as they should be.... Is there read more
Hi, I want to create my own onboarding plan for a new starter in our sales team. I'm sure there was a way to do this on hubspot but can't seem to find any reference to it. Can anyone help?
why each time i create a new invoice i have to add the customer manualy both BILL and Shipping Address ? It just to be automaticly adding address from customer perfil.
Hi @WeFixYouMix , I hope that you are well! Thanks for getting back to us! I'd like to share these resources that might be of interest: - Crea...read more
Hi everyone, We’re a B2B SaaS scale-up , and we’ve just started using HubSpot. As we set up our processes, we’re wondering what the best practice is when it comes to structuring our CRM: Should we use Companies or Contacts as the read more
Hi @JBleys ,
In reality, HubSpot doesn't have a leading record. Essentially both your contact object and company object are going to be associ...read more
hey Hubspot fam, I've got a Hubspot Training Question: I’m currently managing a HubSpot migration for my company and I have a pretty tight timeframe to get my Sales Director and Account Manager trained before our go-live. Here’s the situation: W read more
Hi Jon,
Here’s how I like to structure my training sessions to ensure effectiveness and engagement:
Pre-Training Prep – Send a brief overview...read more
J'ai un soucis avec la TVA pour la création de mes devis. J'ai bien crée un taux de tva que j'ai rattaché à mes produits. Lorsque j'insère un produit dans mon devis. La TVA est remontée en %. Du coup, Hubspot calcule un montant TTC en fonctio read more
Bonjour @BSITBON , j'espère que vous allez bien ! Avez-vous toujours besoin d'aide ?
Si vous ne voulez pas avoir de pourcentage, vous pourrie...read more
Our Sales manager wants to review the activities of his team from Sales Workspace, however she is not a super admin. Do only super admins have the right to look at other's activities?