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MArango7 on November 11, 2022
CONTEXT: We are integrarting an ecommerce site with Hubspot. When a customer buys a product in our site, using HS's API, we create a contact, associate a deal and a specific stage. WHAT WE NEED: We are creating an automation in HS. When the de read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
November 11, 2022 13:17
Hi @MArango7 , You're correct – when creating an internal email notification in a deal workflow, you can only use deal personalization more
MArango7 on October 05, 2022
We are using the Round Robin Meeting tool. We need to assign as the contact owner, the user that the contact ends up having the meeting with, not the owner of the Round Robin calendar. I understand this is not possible in Hubspot. So we are trying read more
1 upvote
5 Replies
Accepted Solution
July 16, 2023 14:46
This is an old question - but using "Activity Assigned To" doesn't always work - especially if other activities are scheduled. I've found a beter more
vc16 on May 27, 2022
Would be great if you could report on the previous owner of a record (salesforce allows you to do this)
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 27, 2022 00:41
Hi @vc16 , Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" more
vc16 on May 24, 2022
Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 25, 2022 00:09
Hi @vc16 , You're correct, you can display 4 fields and freely choose two of them by following these steps: more
IMartin on January 10, 2022
Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 14, 2022 15:47
Hi @IMartin , The issue here might be copying images from OneNote straight into the meeting log – this might simply be an incompatibility more
RandyC on October 29, 2021
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' read more
Accepted Solution
Recognized Expert | Platinum Partner
October 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 more
DSalesTeam on August 25, 2021
Hi, Today we started having an issue where the contact owner is added to the meeting as an attendee it will not save. It will allow me to add the contact owner as an attendee but upon saving, it has removed the contact owner and only has the con read more
0 upvote
8 Replies
Hall of Famer | Partner
August 26, 2021 10:44
@DSalesTeam , this might simply be a bug then. Are you on a paid subscription and have access to customer support? (purple in-app widget, lower more
Winks13 on August 18, 2021
Hi, I've just had a new customer contact us using the contact us form on our site. They also opened a live chat. For some reason, this new customer's information has been automatically linked by Hubspot with an existing contact - who is a co read more
0 upvote
3 Replies
Hall of Famer | Partner
August 18, 2021 08:22
Hi @Winks13 , Hard to tell then, unfortunately, without being able to explore in your portal. It might be a bug. If you are on a paid more
NWood95 on July 24, 2021
I'm wondering if anyone knows/can figure out a way to limit meeting scheduling to Hubspot contacts only? As the meeting request form automatically creates a new contact if none matches the email address entered by the user, we end up with a lot of d read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 25, 2021 04:58
Hi @NWood95 , HubSpot forms don't support real-time email address lookup or validation, unfortunately, so there isn't any way to limit more
HtenCate on June 21, 2021
Hello, we are trying out Hubspot CRM and have begun entering Tasks, and attaching them to contacts, companies and deals. However, we have not received any notifications or reminders for any them, and several tasks have gone past due. We are not read more
Accepted Solution
June 22, 2021 17:47
@karstenkoehler , your advice did the trick! We each disabled our notification settings, saved them (where prompted), and re-enabled them. As of more
rjonesSolaria on June 16, 2021
We are a b2b manufacturer and receive many leads from end users that we cannot fulfill directly. We pass them on to chosen customer companies that then install the product in a leads home. We need a way to associate it to the company we give it to a read more
Accepted Solution
Hall of Famer | Partner
June 22, 2021 23:47
Hi @rjonesSolaria , You could use existing or custom properties to "label" your contacts. That way you can exclude them from automated more
AJessen on April 13, 2021
If I've created a sequence and some of the contacts have bounced, what is the best way to change the email address and re-enroll them?
Accepted Solution
Hall of Famer | Partner
April 13, 2021 05:21
Hi @AJessen , You can filter for those bounced contacts in lists or in the contacts home ( Menu > Contacts > Contacts ) by more
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