Hi, I'm looking for a way to use the unique Deal ID in my emails for easier email, call logs. For one company, I have multiple deals created with the same client's contact person. To log emails and other records, I can't always go through the de read more
Hi @RidaZaidi ,
If you're asking about automatic options, then unfortunately no – there aren't any settings or configurations that would make ...read more
Hi, I tried to invite a new user. However, the email bounced since the email was not working yet. Now the email is set-up, but hubspot does not send out the invite nor the code to that email adress anymore. According to the support bot, the email ne read more
Hello, could anyone help understand why I cannot create meeting or log meeting once I am in the contact list? Is this the permission issue or should I do anything first? Thanks in advance!
Hello, If a payment is received on a quote, will the amount on the associated deal automatically update to match the payment amount received? If this is not a native setting, is there a way to configure it as such? Thank you, Mikhaila read more
Wie kann ich diesen Dealbetrag automatisch ausrechnen lassen? Laut Anleitung gbt es eine Registerkarte "Setup" unter Einstellungen > Objekte > Deals... Aber die existiert nicht.
@SHäntzka diese Formel könnte ohnehin nicht in den Setup-Einstellungen hinterlegt werden. Die Berechnungseigenschat ist der richtige Weg. Du würdes...read more
Hi, I uploaded a file of 35 new leads and then sent them outreach emails from Outlook, but they haven't populated the activities list. The contact was created at 12:24, and the email was sent at 12:31. I had already connected my emails to HubS read more
Hi @Caz6Caz6 ,
Installing the extension is not necessarily enough – have you made sure that your Outlook extension is also set to log the emai...read more
Hi, I’m reaching out to inquire about changing the Lead Pipeline Stage of a Lead based on the Last Contacted Date. Unfortunately, I’ve noticed that the Last Contacted Date is not available on the Lead object. Utilizing the Last Contacted Da read more
What if you create a sync property on the Lead from the Contact? That way the Last Contacted would always be updated on both records and you'd be a...read more
I created a new association card under customize record for a contact that I am using the track referrals. However, it is copying over anyone in the "contacts" card already associated. Also, When I add a contact to the referred by, it adds them to t read more
Thanks for the additional context @JBoobar .
I can see where the confusion is occuring, there are different types of cards you can use in di...read more
When i attemnpt to upload a list of companies, i get the error that associations can't be made suggesing i use company Domain name or company name. I have both columns on the excell file. I"m not sure what todo? the formating i'm using is xxxxxx. read more
Hi @S-Roybal
this is not HubSpot support
we are all partners or independent consultants assiting the community.
If you need special help lea...read more
Hello there! I have a client who is facing this issue. When someone replies to one of the emails of their sequence, it does it from a different email address, so the sequence doesn't unenroll as it should. Of course, they could unenroll these cases read more