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DCrinnion en Marzo 19, 2024

Make a field mandatory dependent on another field

Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than Leer más

Responder Admin How-To Professional Workflows

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karstenkoehler

Miembro del salón de la fama | Partner

Marzo 19, 2024 15:48

Thanks @DCrinnion - when you set up conditional logic, you can also specify whether the field should be required, see below: h...Leer más

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JKrantz en May 17, 2023

change notifications from norepley@hubspot.com to company email

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to Leer más

Responder Admin best practices Email Deliverability Enterprise Notifications Settings

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2 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

May 18, 2023 01:23

Hi @JKrantz , Unfortunately no, this is not possible. All notifications that relate to record changes can be set up as custom notificati...Leer más

JOrlando19 en Abril 03, 2023

How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h Leer más

Responder Admin Deals Developer How-To Meetings Professional Quick Tutorial Tasks video Workaround Workflows

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PamCotton

Administrador de la comunidad

Abril 04, 2023 09:32

Hello @JOrlando19 , thank you for posting in our Community! Checking more details about this integration, I can see this information comes directl...Leer más

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atifm en Octubre 07, 2022

Deal Stage Display Name Changed

We have Deal Stages called "Closed Won" and "Closed Lost". As of Oct 6 2022 there were spelt like that above, with W and L in caps. Then suddenly today the display name changed to Closed won and Closed lost. Has anyone else seen this issue Leer más

Responder Admin

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Accepted Solution

christopher-RVO

Asesor destacado | Partner nivel Diamond

Octubre 07, 2022 10:21

@atifm Not sure why that changed for you, but you can revert them to their previous values by going to Settings>Deals>Pipelines>and then ...Leer más

CMcKenna9 en Enero 21, 2022

Suggested Meeting Times - Voting Option

I have a question regarding the capabilities of HubSpot's Meeting scheduling solution. I love the option of being able to provide slot availabilities in my calendar and sending them to my clients so they can select which time works for them to quic Leer más

Responder Admin AMA Enterprise How-To Sales Workaround

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2 Respuestas

DAnaGuiloff

Colaborador líder | Partner

Enero 27, 2022 12:40

Sounds like @PamCotton has a decent solution for keeing the functionality directly inside HubSpot. Another solution would be to make sure you a...Leer más

LHewitt en Diciembre 22, 2021

Email failed to send in workflows

Hi, I have a workflow set up with triggers for when a deal meets a specific set of criteria. Once it has met the criteria, an email notification gets sent to certain people within the company. However, one of those people are not receiving the emai Leer más

Responder Admin Sales Workflows

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Ignazio

Colaborador | Partner nivel Diamond

Marzo 29, 2023 09:24

Hi @LHewitt and @ASmith67 ! Can you please confirm if the users who are unable to receive these internal emails have enabled their notif...Leer más

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RandyC en Octubre 29, 2021

What are the best methods to treat/manage/process Closed Contacts in CRM?

Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' Leer más

Responder Admin best practices Companies Contacts CRM Deals

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Josh

Experto reconocido | Partner nivel Platinum

Octubre 29, 2021 08:34

Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...Leer más

danylob en Marzo 31, 2021

Restrict view and reply to assigned conversations

Restrict view and reply to assigned conversations Hi! I have a very specific support project. Once one of our psychologists replies to potential client in the shared inbox of web chat, it's important that the conversation becomes not available anym Leer más

Responder Admin Chat How-To

3 Me gusta

4 Respuestas

KSmit8

Participante

Agosto 01, 2023 05:23

Hi Pam, has this functionality been implemented yet?

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