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
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
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
Hi @erlichbachman , While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach...read more
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
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
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
Hi @KariAlder ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
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
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
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
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
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
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
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
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
Hello @kropfy247 ,
It sounds like you're referring to the sunset of HubSpot Insights: https://knowledge.hubspot.com/object-settings/hubspot-i...read more
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
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
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
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