Sales Hub Tools

Filter by
  • All labels
  • 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
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Giovannib on April 28, 2025
We have over 200 documents hosted in Sales Document, and each document is viewed about 30 times. I'm unable to extract/export the list of emails that viewed individual documents within the UI. Is there a way to extract this using API or some oth read more
0 upvote
1 Reply
Community Manager
April 29, 2025 02:54
Hi @Giovannib and welcome, it's a pleasure to have you here! 🤗 Great question, thanks for asking the HubSpot Community! I have great news fo...read more
Solved
EGONZALOPALOM on April 10, 2025
hi when creating a new LEAD in workspace, we add through the company. this company has associated contacts, but then once in the workspace , we can't add the contact. Please can you help what is wrong thank you
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 11, 2025 00:12
Hi @EGONZALOPALOM , You're right, the dropdown should prepopulate with associated records. Is the user who took this screenshot the owner of t...read more
TIG_Marcus on April 10, 2025
Hi everyone, we’ve encountered an issue where a new brand could submit our application form and bypass the payment step. Is there a way to ensure that the form cannot be submitted unless the payment has been completed? Ideally, we’d like our team o read more
0 upvote
1 Reply
Community Manager
April 11, 2025 03:25
Hi @TIG_Marcus and welcome, it's a pleasure to have you here! 🤗 Thanks for asking the HubSpot Community! For information, here is an article...read more
Solved
EGONZALOPALOM on February 28, 2025
hi, we try to add the playbook to a scheduled or already logged meeting but it doesn't offer the option. this is important for us, as we pretend to create the meeting report from a schedule meeting, and do not log a new meeting i remember having d read more
2 upvotes
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
February 28, 2025 15:42
Hey there @EGONZALOPALOM - and thanks for the tag @kennedyp I just now tested this in my own portal, and when I "Create Meeting" in the re...read more
Solved
ASalemAlhadda on December 25, 2024
How can we set the maximum number of meetings that clients can book on the same day, with a maximum of 4 meetings?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 25, 2024 03:48
Hi @ASalemAlhadda , This is currently not possible, unfortunately. However, others have requested this before: https://community.hubspo...read more
Solved
EGONZALOPALOM on December 20, 2024
hi, good day we found an error in Prospection tool. see image attached, yellow square thnak you
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Gold Partner
December 20, 2024 07:14
Hi @EGONZALOPALOM this could be cache related specially if you have been switching the portal between spanish and english. Can you try clear t...read more
Solved
LBKoch on November 20, 2024
Hello! We have started using Teams webinars (Not regular Teams meetings as webinar) but are encountering an issue with permissions, and I am an admin everywhere, yet I can't see where in the process I'm missing a permission. Does anyone have a read more
0 upvote
1 Reply
Accepted solution
HubSpot Employee
November 20, 2024 16:58
Hey @LBKoch , thank you for posting in our Community! It seems like the issue might stem from the integration or permissions setup between M...read more
Solved
AZlotko on July 25, 2024
Hello Community, Here is the task: I want to assign a company's partner who is responsible for a deal. A deal owner will be my partner manager, but physically a partner works with a customer. I want to display in the deal record whic read more
1 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
July 25, 2024 07:22
Hi @AZlotko , HubSpot does not have lookup fields – if you want a field with a selection, you would have to maintain this manually at this poi...read more
Solved
AHartshorn on July 24, 2024
Are email phone text and a part of your sequences?
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Gold Partner
July 25, 2024 04:55
Hi @AHartshorn thess are all the available actions in sequences Only emails are to be send automatically, the rest of the actions are to...read more
Solved
FAndreas on June 30, 2024
How can i add my team member and then check availability for example add all the member but having check avaliability like who is online in spesific hours?
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
July 01, 2024 00:33
@FAndreas that would be a round robin link and requires a paid seat for all involved: https://knowledge.hubspot.com/meetings-tool/understand-group...read more
Solved
04509 on June 20, 2024
Good Day, I wanted to reach out and ask, why am I not getting notifications of tasks that I assign myself? I do get reminders, however if I don't get a reminder, I don't get notified that the task I assigned myself has been assigned.
1 upvote
1 Reply
Accepted solution
June 21, 2024 02:44
Hey @04509 To ensure you are receiving notifications for tasks you assign to yourself, follow these steps: Click the settings icon in the main ...read more
Solved
PlanetPluto on June 12, 2024
I have Sales Hub Starter with limited pipeline automation. I can have auto task generation when moving stages but I was under the impression that I could also create a note. I can't see that. Was I misinformed? Thanks Jeff
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Gold Partner
June 13, 2024 07:53
Hey @PlanetPluto you can create a Task with a Note but not just a note. Notes are only created manually, imported or by API. Hope th...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

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