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  • Most Upvoted
  • jennysowyrda on March 19, 2019
    4 upvotes
    36 Replies
    If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...
    Reply
    Community Manager
    April 13, 2021 09:15
    Hello @LBattistini , for Italy calls are only available for HubSpot Sales Hub and Service Hub users, as this article explains more : Suppor...
  • Solved
    jp_matty on August 12, 2021
    0 upvotes
    1 Replies
    Is it possible to add a hyperlink to a template inside an automated task assigned that we would like for a team member to use in their follow-up with a contact? We don't want to automatically send the email because there are attachments that need to...
    Reply
    Most Valuable Member
    August 12, 2021 20:56
    Hi @jp_matty , Yes, you'd include the link to the template in the task notes: Clicking this link will take the user to the Te...
  • Jon-Eric1 on July 23, 2021
    0 upvotes
    1 Replies
    Looking to creat a call counter field (not in a report). Basically every time a sales call activity is made, to +1 to a numberic field in a workflow Here's the issues I'm running into: The Activity Date field is very limited as to how you can us...
    Reply
    Community Manager
    July 26, 2021 08:59
    Hello @Jon-Eric1 , thank you for providing information about your goal, I will add some top experts to share their ideas, @madraynewm @Kevin-C a...
  • MKristiansen on June 30, 2021
    1 upvotes
    2 Replies
    Hi. We have deals that can last for up to 4 years, but the invoicing should be done more frequently. We have built an integration to the invoicing system (ERP) and need to find a way to trigger monthly (or quarterly) invoices to be sent to ERP. Doe...
    Reply
    Participant
    July 01, 2021 06:45
    Thank you for the reply. Unfortunately we are not able to solve this in the billing platform, without a lot of manual work (which I am trying to avoi...
  • EWasinger on June 23, 2021
    0 upvotes
    1 Replies
    Hi everyone I'm looking to replicate what's on this site It's some form of CTA or Live Chat integration that follows the user as they scroll. Once the user clicks the button it brings up an email capture and then links to a meeting schedul...
    Reply
    Community Manager
    June 24, 2021 01:49
    Hi @EWasinger Thank you for reaching out. There isn't a quick easy way to do that in HubSpot but that'd be possible with some coding. ...
  • Solved
    ChrisBu on June 23, 2021
    0 upvotes
    3 Replies
    Hi, I'm trying to build a workflow that auto-populates fields as much as possible; the idea is that, once a deal is Closed Won, it creates a new deal, which is straightforward enough. However, when selecting 'Choose an Action': 'Create Record' a...
    Reply
    Member
    June 24, 2021 00:31
    Thanks so much @karstenkoehler and @webdew - very helpful, and much appreciated!
  • Solved
    EAizer on June 15, 2021
    0 upvotes
    1 Replies
    Looking for a solution to manage the following: We have multiple shifts of sales reps that cover off different timezones and need a way to be able to route leads that come into HubSpot based on rep availability schedule (ie if leads come in bet...
    Reply
    Most Valuable Member
    June 15, 2021 20:28
    Hi @EAizer , There aren't any out-of-the-box features for this at the moment. Lead rotation in HubSpot doesn't offer this degree of customizat...
  • Augustus on June 03, 2021
    2 upvotes
    3 Replies
    I'm trying to use a workflow to automatically create tasks into a queue that are created when a line item on a deal has one of its property/fields changed to a specific value, ex. "Start Negotiations" = True. So if a deal has three different lin...
    Reply
    Participant | Diamond Partner
    September 17, 2021 06:25
    We'd love to have a bit more flexibility on using line items in deals for our clients, as well!
  • Solved
    mgregory on May 24, 2021
    0 upvotes
    5 Replies
    Our telephone calls are not automatically reporting into the: Reports - Sales Dashboard - Activity KPI's. emails and meetings are - just not calls? How do we set this up or troubleshoot?
    Reply
    Most Valuable Member
    May 30, 2021 21:31
    Happy to help, @mgregory 🙂 It looks like you just marked your own post as a solution. If I was able to guide you in the right direction, y...
  • Solved
    smk on May 21, 2021
    0 upvotes
    1 Replies
    I want to create a workflow to change a deal stage if a meeting is cancelled. Possible? Thanks.
    Reply
    Most Valuable Member | Elite Partner
    May 23, 2021 13:01
    Hi @smk I can't think of a straight forward way to do this to the many to many to many relationships between contacts, meetings, and deals. ...
  • Lilliput00 on May 20, 2021
    0 upvotes
    1 Replies
    Hi Community! We have an SDR Team comprising 2 people. We have set up a Round Robin meeting booker for them, using a sdrteam@company.com type email solely for these meetings + 1 shared Zoom account that they can both access - this is the only c...
    Reply
    Community Manager
    May 20, 2021 22:46
    Hi @Lilliput00 , Thank you for reaching out to the HubSpot Community! @Jonno_Price and @webdew , would you mind sharing your advice for...
  • TCaudill on April 19, 2021
    0 upvotes
    2 Replies
    Once you start messenging with the bot...no closing X is visible.
    Reply
    Member
    April 20, 2021 05:41
    I was able to find a happy middleground, TiphanineCuisset. I added margin to the chat icon to move it up a bit on mobile displays. It was covering a ...
  • gcampbell2 on March 31, 2021
    0 upvotes
    1 Replies
    Hello, There's an unexplained issue where someone with the ability to publish emails is not able to publish some emails in deal-based workflows. You can see on the review screen, right below the error, that it already is an automated email. ...
    Reply
    Top Contributor | Diamond Partner
    March 31, 2021 14:51
    Hey @gcampbell2 I've never seen this happen, but have you tried to clone the email - I know thats a pain but it's clearly a bug that folks (...
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