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  • Most Upvoted
  • jennysowyrda on March 19, 2019
    4 upvotes
    36 Replies
    If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...
    Reply
    Community Manager
    April 13, 2021 09:15
    Hello @LBattistini , for Italy calls are only available for HubSpot Sales Hub and Service Hub users, as this article explains more : Suppor...
  • TThach on September 03, 2021
    0 upvotes
    1 Replies
    Hi there, Does anyone know how to create a workflow to assign a company to deals automatically? I can't seem to figure it out. Thanks, Tina
    Reply
    Top Contributor | Diamond Partner
    September 03, 2021 21:30
    Hi @TThach , You can create a new company record with a workflow. It will look somthing like this: https://prnt.sc/1r6igie but to associate an e...
  • Solved
    JFisher253 on September 02, 2021
    0 upvotes
    2 Replies
    Im tryign to create a workflow that will send a notfication to sales reps when any of their contacts complete or unenroll from a sequence. Has anyone done something similar?
    Reply
    Member
    September 03, 2021 07:59
    Thank you!
  • Solved
    dmattauch on August 16, 2021
    0 upvotes
    2 Replies
    hi, So when my deal reaches closed won, i have a property "start date" and a property "end date" that i need filled. Start date is date of step so it's easy to fill with workflow. End date is 60 days after start date. But in the workflo...
    Reply
    Contributor
    August 16, 2021 00:19
    Perfect thanks Karsten
  • Solved
    jp_matty on August 12, 2021
    0 upvotes
    1 Replies
    Is it possible to add a hyperlink to a template inside an automated task assigned that we would like for a team member to use in their follow-up with a contact? We don't want to automatically send the email because there are attachments that need to...
    Reply
    Most Valuable Member
    August 12, 2021 20:56
    Hi @jp_matty , Yes, you'd include the link to the template in the task notes: Clicking this link will take the user to the Te...
  • Jon-Eric1 on July 23, 2021
    0 upvotes
    1 Replies
    Looking to creat a call counter field (not in a report). Basically every time a sales call activity is made, to +1 to a numberic field in a workflow Here's the issues I'm running into: The Activity Date field is very limited as to how you can us...
    Reply
    Community Manager
    July 26, 2021 08:59
    Hello @Jon-Eric1 , thank you for providing information about your goal, I will add some top experts to share their ideas, @madraynewm @Kevin-C a...
  • Solved
    EduardoRangel on July 08, 2021
    0 upvotes
    1 Replies
    Where can I to capture the payment agreements with the clients to follow up with dates and past due portfolio?, in general the collection. Where can I manage my CAC or Customer Acquisition Cost in Hubspot? I want to know the costs to win the ...
    Reply
    Most Valuable Member
    July 08, 2021 20:49
    Hi @EduardoRangel , There aren't any specific tools for capturing payment agreements and due dates. While you can use HubSpot's feature to at...
  • Solved
    Kashish_Garg on July 06, 2021
    0 upvotes
    6 Replies
    Hi everyone, I am new to hubspot and still figuring out how we can establish and automate our processes. Here is my question: How can I set up a few automated mails once a person schedules a call with me through the meeting link created on hubsp...
    Reply
    Most Valuable Member
    July 09, 2021 05:23
    Hi @Dwinter , HubSpot wants a default value to display when a recipient does not have a contact owner. You can set this default value under S...
  • Solved
    MCloud on June 30, 2021
    0 upvotes
    1 Replies
    I would like to add a non-HubSpot created column property to the quotes the sales team sends out to potential customers. The issue I am having is that I can create the deal property but it won't show on the actual quote. Is this something that can b...
    Reply
    Most Valuable Member
    June 30, 2021 10:51
    Hi @MCloud , Could you explain a bit more in detail what exactly you're trying to accomplish? Quotes aren't objects (like deals, for example),...
  • BorisGenoud on May 12, 2021
    0 upvotes
    1 Replies
    Hi everyone, the Hubspot support seems to rarely have the following issue: Customer is working with outlook, no Office 365 or Google, just Outlook 2010/2016/2019. Everything is working great, but how do we sync outlook with hubspot without hav...
    Reply
    Community Manager
    May 13, 2021 03:17
    Hi @BorisGenoud Thank you for reaching out. I want to tag some of our experts on this - @GeorgeThomas @Bryantworks @Phil_Vallend...
  • Solved
    Jacob02 on May 12, 2021
    0 upvotes
    3 Replies
    Dear community, I am currently evaluating our live chat and was wondering how much chats an average company (preferably b2b) has. I would be very happy if you share your experiences so that I can compare them with our results. I'll make a sta...
    Reply
    Contributor
    May 20, 2021 05:23
    Thanks @NicoleSengers that are some very useful numbers 🙂
  • Solved
    NVejby on April 21, 2021
    1 upvotes
    3 Replies
    Hello We're using the Hubspot Meetings tool quite a lot and it would be great if the client had the opportunity to add a message or a note when booking a meeting with us. This way we would actually have a way to prepare better for the meetings ...
    Reply
    Participant
    April 22, 2021 00:35
    Thank you both @Crystal_Hopper and @himanshurauthan ! This is exactly what I was looking for 🙂
  • TCaudill on April 19, 2021
    0 upvotes
    2 Replies
    Once you start messenging with the bot...no closing X is visible.
    Reply
    Member
    April 20, 2021 05:41
    I was able to find a happy middleground, TiphanineCuisset. I added margin to the chat icon to move it up a bit on mobile displays. It was covering a ...
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