I changed the fields in "product type" property. I fogot to change the internal name to match so now i'm having two issues: 1. this property is now used in deals so I can't change the internal name and I need to. Any work arounds? 2. This field is read more
I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m read more
Hi @TSoule , I completely understand your frustration - this is a great idea. To request features, you can post in the Ideas discussion here (I re...read more
Hello Community members, I have a question regarding the HubSpot sequence: I created a sequence in HubSpot now I want to automate the LinkedIn connection and Inmail action how can I automate this in HubSpot i thought it was possible but I read more
Hi @Saassolution ,
I'm not entirely sure, but you can explore tools like Expandi, Dux-Soup etc.. which are often used to automate LinkedIn ...read more
Hello, Sales Pro hub here. I have the standard permission for salses set in the following way: Despite this, a member of the sales team managed to create a deal under a record he did not own. I want to prevent this from happening: is there a read more
Hi HubSpot Community, I’m looking for a way to set up fallback text for personalization tokens in HubSpot emails. For example, if the First Name property is blank, I’d like to display a default value like “there” or “Valued Customer” instead. read more
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Hi @KlemenHrovat ,
Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
Hi all. I am an business development agency. My main function is finding business that wants to work with the companies I represent. I have 11 companies that I represent. Any business that I find that might be I interested in 1 or the 11 read more
Hi @DSantin1 ,
I would recommend setting up separate pipelines for ach of those 11 companies: https://knowledge.hubspot.com/prospecting/set-u...read more
Good day, colleagues, We recently revealed the Prospecting tool and would like to use it. We want all inbound and outbound leads to monitor it and track the progress. The process with Outbound leads is straightforward. AEs create leads there read more
Hi @ISmolin ,
It could indeed be as simple as creating a custom "Inbound / outbound" lead property, using the existing "Lead type" property or...read more
Hi All, Having an issue with the About this Contact card on the Prospecting Workspace. Its showing a bunch of random fields that isn't even on a view anywhere else on our platform let alone our Default card. Does anyone know how to directly chan read more
Thanks for the screenshots @DCrinnion1 ! It looks like you still have an "Actions" menu on the top right corner of the About this contact section. C...read more
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t read more
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no read more
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...read more