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Solved
SComeau on September 28, 2022
Workflow to Pause Sequences?
We have a lot of prospects that live in Florida and we are hoping we can "Pause" their sequence during the hurricaine. Is it possible to use a workflow to do this? Will it work correctly? Contact Workflow>Contact State is Florida>Now in Seque read more
Reply Enterprise
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 28, 2022 12:59
Hi @SComeau , Unfortunately this workflow solution won't work – as far as I know, it's not possible to pause a sequence for contacts via workf...read more
AdamSand on September 22, 2022
Product Quantity Property - dictate # of products on a Quote
Can a Deal property be referenced in any way to define a number of product line items to be included on a quote? Currently we sell implementation of a Software called SumoQuote - a CPQ software that allows us to define the quantities of a dea read more
Reply Enterprise
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
September 23, 2022 07:51
Hi @AdamSand , Thank you for reaching out to the Community! I wanted to ask a couple of automation experts for advice: hi @himan...read more
Solved
Clwagner on September 19, 2022
Enrolling Unsubscribed Contact in Sales Sequence
Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. Here is the scenario in detail: We are running a campaign that pushes contacts to a landing page where the read more
Reply Enterprise
1 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 19, 2022 06:31
Hi @Clwagner , When a contact unsubscribes, this " indicates that the current email address has opted out of all email from the account ", ...read more
Solved
VeronikaSit on September 14, 2022
Format dates on quote
Hi there. I fail to find any documentation / guidance whether you can customize the format of dates on a quote. Our company sells to german market and german format of a date is DD.MM.YYYY. Despite german date and number settings under Profile &a read more
Reply Enterprise
0 upvote
2 Replies
Accepted Solution
kvonloesecke
Community Manager
September 15, 2022 12:49
Hi @VeronikaSit , Thank you for reaching out to the Community! I apologize for any business impact and frustration this may have caused. ...read more
JMogard on August 24, 2022
Super admin should have full edit rights to playbooks
I get that you restrict usage of playbooks to paid seats only, but a super admin should be able to edit the playbooks with full functionality. At the moment, it's restricted for anyone without a paid seat to create playbook questions that upda read more
Reply Enterprise
5 upvotes
1 Reply
danmoyle
Recognized Expert | Elite Partner
August 24, 2022 05:39
@JMogard I've wondered about this with a few of the sales tools. But I just figure it's probably standard SaaS practice to segment tool usage. In a...read more
Solved
JohnKay on August 19, 2022
Contact Filters - Create Date - Last 24 Hours?
Hello! We operate worldwide and so our leads come in at all times day and night. We put the contact filter "Create Date" to "Today" but sometimes a few contacts fall through the cracks because "Today" is midnight through the current time. For exampl read more
Reply Enterprise
1 upvote
4 Replies
Accepted Solution
Alex_Elborn
Top Contributor | Platinum Partner
August 19, 2022 08:29
It's a filter already available within the list function (see below).
Solved
DavinderSingh on August 16, 2022
Calling Minutes are too less
Hi, I am trying to set up a Calling system for our HubSpot Account. I checked the pricing plans: I am only getting 500 Minutes for a whole month in the starter account. We have right now 4 Calling Agents. They each call 7 Hours per day. read more
Reply Calling Enterprise Free
0 upvote
1 Reply
Accepted Solution
danmoyle
Recognized Expert | Elite Partner
August 16, 2022 07:39
@DavinderSingh the harsh reality is that features cost money, unfortunately. Professional & Enterprise accounts are able to purchase limit inc...read more
CSPresson on August 08, 2022
Association - Expand Data Pulled in Drop Down List
Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a read more
Reply Custom Objects Enterprise
1 upvote
1 Reply
MandyDROS
Top Contributor | Diamond Partner
August 09, 2022 08:18
Hello @CSPresson , Can I get a bit more detail about what you are looking to associate? Are you associating one object to another? Is...read more
SComeau on July 26, 2022
Conditional Section in Records Customization
I have created conditional sections on my Company record based on Products that were purchased. I currently have a workflow that will update the "Product Purchased" based on the Deal Type. Ex (not really selling cats!) Deal Type =Cats, then Products read more
Reply Enterprise
0 upvote
1 Reply
kvonloesecke
Community Manager
July 27, 2022 06:17
Hi @SComeau Thank you for reaching out to the Community! I want to tag some of our experts on this - @AdamLPW , @StjepanGrcic , @...read more
pauldaum on July 21, 2022
Found a discrepancy by copying a contact date property into a deal per workflow
Hi all, I am wondering about a discrepancy I have found while testing a workflow. We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals. Now the strange part: read more
Reply CRM Deals Enterprise Sales Workflows
0 upvote
1 Reply
TiphaineCuisset
Community Manager
July 22, 2022 03:52
Hi @pauldaum Thank you for reaching out! I'm not sure to which property you're copying this? a custom property? a default one? ...read more
Solved
hwagner on July 09, 2022
Using sub-workflows for assignments and notifications
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Reply Enterprise Notifications Sales Workflows
0 upvote
5 Replies
Accepted Solution
hwagner
Participant
July 12, 2022 17:45
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Flo_bi on July 09, 2022
Log inbound calls, missed calls, and voicemails to CRM for Outbound phone numbers
@jmangiameli Log inbound calls, missed calls, and voicemails to CRM for Outbound phone numbers is essential. As you only offer very few international numbers and the HubSpot provided phone numbers lack often in call quality make this is essenti read more
Reply Admin Calling Enterprise Sales
0 upvote
1 Reply
TiphaineCuisset
Community Manager
July 12, 2022 01:41
Hi @Flo_bi Thank you for reaching out! I can see my colleague @jmangiameli replied to you here . Best, Tiphaine
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