We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more

Hello Community! We set the inbox up with a general outgoing email address as one does with Hubspot inbox. However, we would like to tailor this to be set based on the user responding to the customers. If it's a sales rep, I'd like the return em read more

Hi, Our company is a perk provider and we currently serve only one country, but soon we are looking to expand to other countries. My concern is if we have for example ABC company as our customer in one country with domain ABC.com and now we are g read more

I'm trying to upload a PDF that includes hyperlink buttons. I see in past posts and the knowledge center that hyperlinks are not supported in uploaded documents. However, I have a PDF I uploaded in the past to documents that contains working hyperli read more

I have a user with a sales seat who created many (more than 5) email templates that other sales seat users need to use. And currently they can access them fine. However, if I remove the sales seat from the user who created all of those template read more

in short, we want people on the sales team to have different meeting selection options vs. people on the service team. this would be helpful for both log a call option as well as log a meeting option

Dear HubSpot community, I was wondering if there is a way to search for specific keywords across all the contact notes. For example, I want to pull out insights related to a specific product, can I do it without going into each individual file? read more

Hi there, Hubspot allows for Group and Round Robin bookings where a rep would be allocated a meeting but is the inverse possible? The contact selects a meeting time - it goes to the whole sales team - and then the sales rep individually selects read more

Hi, I had a standard meeting link in an email. I didn't like that it wasn't a Round Robin link. So I deleted the standard link: https://meetings.hubspot.com/gijs-bos I thought I could replace that link with a new one. But it doesn't, as it 404 read more

Hi everyone, We hired a developer to create a custom quote template for us. I thought I gave her all the permissions she needed to do so but she cannot create a quote. (see the image below). How can I give her access to the quotes without g read more

I want to be able to format the multiple choice property elements in a quote with either commas, or in a list. I'd appreciate any guidance about how to do this?

Hi, we would like to send an automated email after meeting scheduling where the contact is prompted to confirm the meeting time. We would like the meeting to be automatically canceled if the client does not confirm the time. Is this possible?