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Sales Hub Tools

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DCrinnion le Mars 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 Lire la suite

Répondre Admin How-To Professional Workflows

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Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

Résolues

JKrantz le Mai 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 Lire la suite

Répondre Admin best practices Email Deliverability Enterprise Notifications Settings

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2 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 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...Lire la suite

JOrlando19 le Avril 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 Lire la suite

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

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1 Réponse

PamCotton

Gestionnaire de communauté

Avril 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...Lire la suite

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atifm le Octobre 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 Lire la suite

Répondre Admin

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Accepted Solution

christopher-RVO

Conseiller clé | Partenaire solutions Diamond

Octobre 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 ...Lire la suite

CMcKenna9 le Janvier 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 Lire la suite

Répondre Admin AMA Enterprise How-To Sales Workaround

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2 Réponses

DAnaGuiloff

Contributeur de premier rang | Partenaire solutions

Janvier 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...Lire la suite

LHewitt le Décembre 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 Lire la suite

Répondre Admin Sales Workflows

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5 Réponses

Ignazio

Contributeur | Partenaire solutions Diamond

Mars 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...Lire la suite

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RandyC le Octobre 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' Lire la suite

Répondre Admin best practices Companies Contacts CRM Deals

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Accepted Solution

Josh

Expert reconnu | Partenaire solutions Platinum

Octobre 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...Lire la suite

danylob le Mars 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 Lire la suite

Répondre Admin Chat How-To

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4 Réponses

KSmit8

Participant

Août 01, 2023 05:23

Hi Pam, has this functionality been implemented yet?

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