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MReis12 on June 16, 2025
We’re building an internal workflow where reps submit a few basic deal details via form or chat interface. Then, the system either: Prompts follow-up questions , or Parses free-text input into structured HubSpot deal and company records. read more
0 upvote
4 Replies
Participant
June 23, 2025 00:58
Hi @MReis12 ! Have you considered the possibility of using the Claude MCP server for this? This could solve your use case imo wherein you could ent...read more
Solved
erlichbachman on June 11, 2025
How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Selec read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 12, 2025 05:31
Hi @erlichbachman , While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach...read more
Solved
KS90 on June 03, 2025
Hello, I am running into a slight issue. I have created a workflow to make it easier for the sales team to create contacts on the go all at once when they create a new company. Store Owners Name and Email address as properties on the company are read more
0 upvote
2 Replies
Accepted solution
Member
June 03, 2025 14:14
Thanks Frank, Actually gave me an idea. So I did your suggestion with a Branch for if the email is know vs unknown. Then created a seperate work...read more
Solved
KariAlder on May 27, 2025
I need to mandate that users select a meeting outcome before saving. I did this for Calls over a year ago, but all the recent changes to the navigation make it impossible to find - if it even still exists. Does anyone know? I found the Outcome Types read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 27, 2025 23:53
Hi @KariAlder , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
Solved
JChmielak on May 27, 2025
Hi I have a problem with the quote. User can get through the quote and request approval. Approver request changes in the quote and after that user cannot open and edit quote anymore users gets error: There was a problem loading your quote. Plea read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
May 27, 2025 10:36
Hey @JChmielak it seems like the quote is in an odd state. Here are a couple of things to try: 1. Ensure everyone is looking the same quote. ...read more
Solved
AHand on May 21, 2025
Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 21, 2025 14:48
Hi @AHand , We set this up for a global manufacturer in a similar direction to what you're doing here, with some variables. In their sce...read more
Solved
SJeremias on May 19, 2025
trying to figure out how i can have 1 user, who connects his personal gmail calendar bc it has 7 shared calendars on his account, that others in hubspot can see these calendars? or am i limited to just viewing these from google? and 2ndly how could read more
0 upvote
2 Replies
Accepted solution
Key Advisor
May 20, 2025 08:20
Shared calendars are not actually a part of that user's account in Google. They are calendars that the user subscribes to. If you want to be able to ...read more
Solved
JakeSpencer on May 15, 2025
I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd p read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2025 23:59
Hi @JakeSpencer , I'd recommend you have a look at Sakari SMS which allows sending SMS directly from contact, deal and ticket records: https:...read more
Solved
kropfy247 on May 14, 2025
Does anyone else have an issue with Insights being removed mid contract and now replaced with chargeable Breezer Intelligence? We now have to manually add a bunch of information to records on creation that would have just been there and it comp read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 14, 2025 06:08
Hello @kropfy247 , It sounds like you're referring to the sunset of HubSpot Insights: https://knowledge.hubspot.com/object-settings/hubspot-i...read more
Solved
Trekker on May 09, 2025
I'm looking to have a roun robin schedule that can give to two AEs regularly, but then add in a third AE every other cycle. Is that possible?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 10, 2025 00:48
Hi @Trekker , No, HubSpot's out of the box "Rotate record" action in workflows does not allow custom rules like that. I see two potentia...read more
JonathanBright on May 08, 2025
Hi! I'm having some trouble figuring out a way to associate activities to company based leads. Currently, communication or even notes is "saved" on lead cards. Leads based on contact works as expected, but not company based. I have tried to fin read more
0 upvote
4 Replies
May 09, 2025 06:08
Yes, I can see that that one needs to manually set a contact for the lead in order for it to properly associate to the widgets in the leads records c...read more
Solved
LKelman on April 22, 2025
I would like to create a lead for every company we enrol into sequences on Apollo. The issue is when trying to filer by the hubspot property 'Original Traffic Source Drill Down 2' It can not filter by 'Apollo Integration' Why i read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 22, 2025 12:34
Hi @LKelman , HubSpot stores the original traffic source drill down 2 as an ID, not spelled out as 'Apollo Integration'. The easiest way to fi...read more
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