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Looma_Cat on November 17, 2022
Hi all! We're implementing Hubspot Quotes and using the esignature functionality but I noticed the eSign Date personalization token is not functioning correctly. For all created, published, and signed Quotes the eSign Date is displayed as Decemb read more
0 upvote
1 Reply
Community Manager
November 21, 2022 05:07
Hi @Looma_Cat , Thank you for reaching out to the Community! December 31, 1969 is the default date properties revert to if no other date more
ChrisChiha on June 07, 2022
Hello, So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it. So far i was able to fetch property value from the deal, company and contact object read more
Accepted Solution
Top Contributor
June 09, 2022 02:53
Hello @TiphaineCuisset , Please note that i was able to solve the above issue by referencing the custom object type ID found the the index page more
nthatcher-airbr on April 18, 2022
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Accepted Solution
Hall of Famer | Partner
April 18, 2022 21:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and more
AGarrity10 on April 14, 2022
Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin read more
Accepted Solution
Most Valuable Member | Elite Partner
April 15, 2022 02:12
Hi @AGarrity10 It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along more
TSaunders on February 02, 2022
I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se read more
Accepted Solution
Key Advisor
February 03, 2022 16:02
Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid more
CMcKenna9 on January 21, 2022
I have a question regarding the capabilities of HubSpot's Meeting scheduling solution. I love the option of being able to provide slot availabilities in my calendar and sending them to my clients so they can select which time works for them to quic read more
Top Contributor | Partner
January 27, 2022 09:40
Sounds like @PamCotton has a decent solution for keeing the functionality directly inside HubSpot. Another solution would be to make sure you more
MWillochell on December 21, 2021
does anybody know or have had trouble with the live chat on mobile going off the screen on the left hand side on desktop it is fine just on mobile any help with this matter is greatly appricated. also its a wordpress site
1 upvote
2 Replies
Community Manager
December 23, 2021 10:48
Hi @MWillochell , Thanks for reaching out! I wanted to refer you to @cdewey22 's reply in this thread regarding display options: more
MStevens711 on December 07, 2021
We have contacts who tell us to "circle back around in x months..." or "Reach out after the first of the year..." and we'd like to ability to "snooze" them so they are suppressed from our emails and sales sequences for whatever period of time they'v read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 08, 2021 03:30
Hi @MStevens711 , For sales emails, I'd recommend creating a task for follow-up here . The task owner will be notified when it's due and more
Ahmed_Alkhateb on October 19, 2021
Hey Folks, How can I add SCAT, NPC, or CES to the Chatflow after each conversation ends? How can we integrate AMP email with Chatflow so we can conduct the survey. The integration will be done by developers Any idea?
0 upvote
5 Replies
Accepted Solution
Key Advisor | Gold Partner
October 24, 2021 14:56
Hi @Ahmed_Alkhateb Lucky for you I received an email, form HubSpot, saying they are adding CSAT to Chatflows. It's currently in Beta ( more
EnesCinar on April 13, 2021
Hi community! We have sales portal which has marketing contents and event calender. It's kind of house of content that sales team can access our materials easily. In addition, we have event calendar too. I am curious about do you have anything l read more
0 upvote
3 Replies
Accepted Solution
Guide | Diamond Partner
April 15, 2021 05:37
Hi @EnesCinar , For the content, you can use the Document tool of HubSpot's sales Hub where you can build an entire library of content to share more
danylob on March 31, 2021
Restrict view and reply to assigned conversations Hi! I have a very specific support project. Once one of our psychologists replies to potential client in the shared inbox of web chat, it's important that the conversation becomes not available anym read more
1 upvote
3 Replies
April 11, 2022 06:13
Hey Malte. No, haven't. I don't believe it's possible with the HubSpot chat tool(
JMazik on March 23, 2021
I create a template, then send it, from within Hubspot. On the recepients side, the font, and bold have randomly changed and the actual font is inconsistent. How do I resolve this?
0 upvote
1 Reply
Community Manager
March 25, 2021 03:24
Hi @JMazik Thank you for reaching out. Can you confirm if you're talking about sales email templates (and not marketing emails)? more
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