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Solucionado
KLallemont on Fevereiro 13, 2024
Any suggestions on storing the resources I have to help Hubspot users? Right now I have them all on our server, but are users have to dig around to find the resources they want. I would like them all to be available within Hubspot itself so they don Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Fevereiro 13, 2024 10:13
Hi @KLallemont , In HubSpot, there is a knowledge base feature: https://knowledge.hubspot.com/knowledge-base/create-and-customize-knowledge-b...Leia mais
Solucionado
BernardSchut88 on Junho 23, 2023
I want to send a Sales Document to captured leads who filled in a HubSpot form and got an automated marketing email following from the associated workflow. Currently, I use a link to the Sales Document in this marketing email. When leads click t Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Junho 23, 2023 07:25
Hi @BernardSchut88 , For the purpose of sharing a direct link to a file, you can use the file manager: https://knowledge.hubspot.com/files/up...Leia mais
chrisbrisson on Abril 26, 2023
I've got a bone to pick with Documents! Current I can't create a link to share the documents WITHOUT having to add an "Who are you sending this to". I don't want to have to put someone's email in here to get the link. I just want to share t Leia mais
1 avaliações positivas
5 Respostas
Participante
Fevereiro 01, 2024 05:50
Hi @chrisbrisson This might help. From what I can determine, you dont need to create a URL link to share a document with a specific contatc, s...Leia mais
Solucionado
AprilG on Março 20, 2023
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 21, 2023 01:47
Hi @AprilG , One option, available in Marketing, Service and CMS Hub Professional would be actual HubSpot video: https://knowledge.hubspot.co...Leia mais
JFed on Julho 06, 2022
How can I remove "let's meet" from a shared document? I don't use HS to schedule meetings due to the lack of customization and don't want someone to try to book via the drop down in a shared doc. I've removed my calender and fully disconnected Leia mais
1 avaliações positivas
4 Respostas
Participante
Janeiro 30, 2024 16:12
Or at least allow us to disable it. Very cool feature but doesn't work in all circumstances.
HannahSarsfield on Dezembro 08, 2021
Hi, I have just been wrongly notified by Hubspot that a document has been viewed by a contact. I embedded a document link into my email, then put my email address in to view it as a test. It then noticed me that the contact viewed it, but I Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Dezembro 09, 2021 02:17
Thank you for your post @HannahSarsfield . When a document is being marked as "viewed" before your email is actually being sent to them, usua...Leia mais
Solucionado
Gtwhite21 on Julho 20, 2021
Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Julho 21, 2021 00:01
Hi @Gtwhite21 , That's unfortunately not possible. HubSpot supports pdf, pptx, csv, docx and xlsx , the upload of cloud files and online coll...Leia mais
Solucionado
MKardon on Fevereiro 05, 2021
My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A Leia mais
4 avaliações positivas
9 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Fevereiro 05, 2021 15:59
Hi @MKardon , Happy to help however I can. 1) Would having two portals result in higher subscription fees from Hubspot? Yes, if you nee...Leia mais
Solucionado
GFarmer3 on Dezembro 23, 2020
I am sending emails out with a Hubspot Document to schools in a sequence to individuals that I have added to Hubspot. For some of the schools I am getting 100% viewing rate on the document. The seem to all open it shortly after I send it. At firs Leia mais
1 avaliações positivas
3 Respostas
Accepted Solution
Conselheiro(a) de destaque
Dezembro 30, 2020 11:50
Good morning @GFarmer3 ! I would say that your suspicion of firewall or other scanners looking at the attachment is correct and causing the v...Leia mais
Solucionado
FlorianHendrick on Dezembro 11, 2020
Hi, We're using hello-sign to collect e-signatures. Currently our sales reps ask the billing details like address to the customer & put that on the quote. However we we're wondering if we can turn that around and put fields on the form to be Leia mais
1 avaliações positivas
3 Respostas
Accepted Solution
Participante de valor | Parceiro Diamante
Dezembro 11, 2020 20:11
Hi @FlorianHendrick You can absolutely create custom contact fields for this informaiton and add them to specific forms and then populate yo...Leia mais
Ramel on Novembro 05, 2020
I'm re-uploading a PDF brochure to the Documents section. It looks great in the original (left image) file... it looks great when downloading, but the preview (right image) in HubSpot looks horrible with a white streak on the pricing table. Any Leia mais
1 avaliações positivas
16 Respostas
Membro
Agosto 31, 2023 13:35
Hmm, i'm having the same issue, I tried to compress it. It's only 100kbs, and ideas?
Solucionado
JBolger on Setembro 05, 2020
Hi! We would like to utilize the quote feature more frequently. However, our product SKUs are based on Sq Ft vs Qty - is there a way to have the quote field Qty autofill from our 'Sq Ft' custom property on the Deal Object? Like others, we are usin Leia mais
1 avaliações positivas
1 Respostas
Accepted Solution
HubSpot Employee
Setembro 07, 2020 05:01
Hi there ! Thank you for your message. I definitely see how this feature would help you to create your quotes. For now, it is not possibl...Leia mais
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