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Stouder on March 21, 2023
Is it possible to use a workflow to associated multiple contacts to one deal? Buyer 1 Buyer 2 I know this can be done maunally, but really trying to avoid an extra step for sales team.
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 21, 2023 18:27
Hey @Stouder , thanks for reaching out! This is a really good question. Unfortunately, I don't believe it's possible to create associations more
SRobinson4 on March 07, 2023
Hi there, When setting up a Custom Quote is one able to force a page break? Currently, when download the template it looks different to the screen version. How are we able to better format the quote template at set up read more
0 upvote
2 Replies
Accepted Solution
Contributor | Partner
March 07, 2023 13:59
Hi @SRobinson4 , The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, more
EbarakHossain on March 05, 2023
Hi HubFans, I understand that there is no automatic association available between parent deals and child deals of two separate pipelines . But we're looking for ways to semi-automatically associate them and have created single-line text proper read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
March 05, 2023 22:29
Hello @EbarakHossain way of linking parent deals with child deals in HubSpot using the HubSpot API. You can use the HubSpot API to more
emacd33 on February 27, 2023
I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing read more
0 upvote
1 Reply
Community Manager
February 27, 2023 15:26
Hello, @emacd33 happy Monday! Thank you for posting in our Community! I would like to add our top experts to this conversation @WebMechanix-CB more
JulietaOrtizK11 on February 15, 2023
I have a set of contacts we’d like to only allow the “XX Sales team ” to enroll in sequences. With that contacts segmentation, is there a way to allow them into Sales Hub and achieve that? Would a “partition” make sense, and could we operate read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2023 12:01
Hi @JulietaOrtizK11 , Have you considered leveraging user permissions for that? In user permissions, you can define a permission set that is more
Dalton on February 15, 2023
Is it possible to have the line items added to a quote product/subscription details in multiple languages? Ex: the same product but with a description in English/Spanish/French/Etc when generating the deal/quote? Thanks!
1 upvote
2 Replies
Top Contributor | Gold Partner
February 17, 2023 03:41
Hi @Dalton and thanks @MiaSrebrnjak for the tag This is a really interesting use case, and I am sure that in time, HubSpot will add this more
RebeccaShultz on February 08, 2023
Is there a way to automate meeting reminders for meetings that are booked inside the contact record?
0 upvote
1 Reply
Key Advisor
February 08, 2023 11:05
Hi @RebeccaShultz Are you talking about reminders to external participants? This can be setup when creating the meeting link / scheduling more
franksteiner79 on February 08, 2023
Time for me to post an actual question in the community instead of answering questions. 😉 I've started playing around with the quotes tool and it all makes sense - edit the template, select the building blocks, what to display. What I am mi read more
1 Reply
Community Manager
February 09, 2023 02:52
Hi @franksteiner79 , I'll invite a couple of Quotes-pros to this thread to see if they have any insight they could share: Hi more
CSic on February 07, 2023
I'm in a workflow that was created in "workflows" and when clicking into an if/then branch to make an edit, I am now receiving the following message: This action can only be edited in workflows. This action is too large to display in workf read more
0 upvote
2 Replies
Hall of Famer | Partner
February 07, 2023 21:40
Hi @CSic , If you're in the workflows tool ( Menu > Automation > Workflows ), then this sounds like a bug and I'd recommend more
TexasYes on February 01, 2023
Does anyone know if it is possible when building a Quote to have a place for custom language under each product line item that comes from the library? In other words, perhaps the line item is generic and so built in the library (such as "Landing Pag read more
0 upvote
1 Reply
Community Manager
February 02, 2023 10:24
Hi @TexasYes , Thanks for reaching out! I wanted to add some experts to our conversation. Hi @johnelmer , @Josh , @himanshurauthan more
MyriJen on January 30, 2023
I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more
0 upvote
2 Replies
February 01, 2023 16:07
Hi @MyriJen , This is currently not possible using the "Documents" tool, but you may consider using the CloudFiles extension to achieve this more
CdeKermenguy5 on January 24, 2023
Hello, we tried 3 times to connect whatsapp to Hubspot thanks to the new native integration, but each time, we get this message after completeing all the steps (we well received the 6 digits code through the phone number we linked) Any idea read more
1 Reply
Thought Leader | Elite Partner
January 24, 2023 05:43
@CdeKermenguy5 I haven't seen this error, but between HubSpot Support and support at WhatsApp, that's where I'd start. It seems that your HubID more
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