Sales Hub Tools

Filtrar por
  • Todas las etiquetas
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Más reciente
  • Más reciente
  • Más me gusta
Estado
Todo
  • Todo
  • Resuelto
  • Unsolved
  • No hay respuestas
Resuelta
CamilleJ en Julio 31, 2025
I have been trying to create a custom form in HS. I want each of my products to be available with a quantity line. For example, I am here to purchase: Courses Publications Memberships Vouchers And then when they click on a product, it would op Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 31, 2025 11:44
Hi @CamilleJ , With custom development based on the Forms API, this might be possible – leveraging custom objects: https://knowledge.hubspo...Leer más
Resuelta
AHand en 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
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...Leer más
Resuelta
EddiefromOz en Febrero 03, 2025
We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Administrador de la comunidad
Febrero 10, 2025 13:42
Thanks for that additional explanation, @EddiefromOz . The forms tool in HubSpot is designed for external use and collecting leads as opposed to c...Leer más
Resuelta
NKolev en Enero 25, 2025
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 25, 2025 07:50
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...Leer más
Resuelta
KBoyer1 en Agosto 28, 2024
I am looking to have a scheduling form with a detailed form for people to fill out. This will live on a page specifically about booking a meeting, so I don't want to go form first then scheduling page which I have found the ability to create. I al Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Participante
Agosto 28, 2024 04:18
Hi @KBoyer1 , In order to do this, try these steps: 1. Include all the fields you want, using clear and simple labels to keep it easy to fill ...Leer más
Resuelta
MFish en Marzo 14, 2024
I have created a form to use internally with our sales teams to request support from our Account Management team. I want to add these forms to the company object so the sales team has easy access to them. I am okay with a activity button (don't know Leer más
2 Me gusta
8 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Platinum
Marzo 15, 2024 07:25
Hey @MFish I think you could create a custom property with the link to the form and put it in the left column or you can create a custom card ...Leer más
Resuelta
Ronen en Marzo 05, 2024
Hello, I got a warning ("!") on my tasks view: en-gb.viewsManagement.pinnedViews.abovePinnedViewLimitAlert.title What does it mean?
1 Me gusta
2 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Platinum
Marzo 05, 2024 07:45
Hey @Ronen you have limit of views you can create (for example 50 views or 20 taks queues) If you have already reached that limit the system...Leer más
Resuelta
RVega-Bober en Diciembre 12, 2023
I have been messing with the quotes section for a bit now, but i am trying to add a section into our quote where we can upload a map? I was able to add images to the line item under services but cant create an image only section where we can attach Leer más
1 Me gusta
5 Respuestas
Solución Aceptada
Guía | Partner
Diciembre 12, 2023 14:59
Just saw your new comment. Another approach would be to use conditional HubL code to display a particular image in your quote template based on the p...Leer más
Resuelta
Bell007 en Junio 16, 2023
Hi everyone, Is there a way request an appointment after a user fill a form on a website? User fills the form > redirect to hubspot to book appoinment > thank you page. We want the user to only enter their details once. We curr Leer más
0 Me gusta
8 Respuestas
Solución Aceptada
Moderador de HubSpot
Septiembre 06, 2023 18:21
Hi @TomM2 and @Bell007 ! This is now an available beta to Sales & Service Hub Enterprise customers: https://knowledge.hubspot.com/forms/redi...Leer más
Resuelta
VBhardwaj en Junio 06, 2023
I want to create schedule a meeting page in three steps in hubspot 1. Form to get user data with submit button and onclick submit its redirect to second step 2. Choose a member for meeting 3. calender for choosing date and time
0 Me gusta
4 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Platinum
Junio 07, 2023 08:04
Hi @VBhardwaj Sure, here are the steps on how to create a schedule a meeting page in three steps in HubSpot: Go to Marketing > HubSpot Meetin...Leer más
Resuelta
YasemininTokyo en May 29, 2023
I wwant to add this property to my form. I can chose the property and move it over to the form, but not insert it. Is there a limit to properties on a form? Thank you very much in advance.
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro
May 29, 2023 20:43
Thank you everyone. I had problems putting in a property that was already set, so I made a new property to put into the form, which worked. Just a tem...Leer más
Resuelta
rodericks en Diciembre 21, 2021
Hey all, I'm looking for some help on the following: We have different lead forms on our website, all which can be used by a potential lead one or multiple times. There are three categories: 1. Brochures 2. Quote 3. Contact Forms We wou Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 21, 2021 05:20
Hi @rodericks , That's expected behavior. In your if/then branch, you're checking whether a contact submitted a specific form. Let's say, a co...Leer más
cancelar
Mostrando los resultados de 
Buscar en lugar de 
Quiere decir: 

¿Quieres iniciar una conversación o hacer una pregunta?

Crea una publicación.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.