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Solved

JKrantz on May 17, 2023

change notifications from norepley@hubspot.com to company email

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to read more

Reply Admin best practices Email Deliverability Enterprise Notifications Settings

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

May 18, 2023 01:23

Hi @JKrantz , Unfortunately no, this is not possible. All notifications that relate to record changes can be set up as custom notificati...read more

Solved

rmaza on April 20, 2023

Add a Sequence within a workflow

Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate worklow.

Reply best practices

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 21, 2023 00:03

Hi @rmaza , It is in contact-based workflows, see here https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-usin...read more

Solved

KS_03 on March 31, 2023

Can I change who is assigned to an activity?

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!

Reply best practices Sales Starter

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Accepted Solution

CateDuarte

Top Contributor | Diamond Partner

March 31, 2023 11:27

Hi @KS_03 it depends on the activity you are trying to log. Notes and logged calls are user generated so you can't change the user. Tasks ...read more

arieldj on February 17, 2023

Check if two deals have the same property

Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert read more

Reply best practices Deals Integrations Workflows

0 upvote

2 Replies

arieldj

Member

February 21, 2023 14:30

Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...read more

Solved

AGarrity10 on April 14, 2022

Lifecycle stage funnel: managing when a contact is interested in more then one business line

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

Reply Analytics Tools best practices Dashboards How-To Workaround

0 upvote

1 Reply

Accepted Solution

Phil_Vallender

Most Valuable Member | Diamond Partner

April 15, 2022 05:12

Hi @AGarrity10 It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...read more

Solved

amywill01 on March 31, 2022

Can you block a contact from using a meeting link?

I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati read more

Reply best practices Calendar Enterprise Meetings Sales Settings Workaround

4 upvotes

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 31, 2022 13:39

Hi @amywill01 , As far as I know, this is not possible. I agree however that this would be a useful feature. There is a related request in the...read more

Solved

TSaunders on February 02, 2022

Best organization method - Products & Services?

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

Reply best practices Deals How-To Marketing Professional Sales Workaround

0 upvote

3 Replies

Accepted Solution

ndwilliams3

Key Advisor

February 03, 2022 19:02

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 separa...read more

AJohnson8 on December 01, 2021

Sales & CRM ANZ HUG | Developing your Sales Operating System...using HubSpot | Dec 9 @ 1 PM (AEDT)

Sales & CRM ANZ HUG | Developing your Sales Operating System. Making your sales job easier using HubSpot Thursday, December 9th | 1:00 PM (AEDT) Registration Open As a part of the HubSpot User Group(s) (HUGs) read more

Reply best practices Sales Starter

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AJohnson8 on November 01, 2021

Embrace the Change: Sales Effectiveness with HubSpot in a Post-Pandemic World

Embrace the Change: Sales Effectiveness with HubSpot in a Post-Pandemic World November 17th | 12:00 PM (EST), 11:00 AM (CST) Registration Open As a part of the HubSpot User Group(s) (HUGs) program, the Appleton HUG read more

Reply best practices CRM Marketing Sales Starter Webinar

2 upvotes

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Solved

RandyC on October 29, 2021

What are the best methods to treat/manage/process Closed Contacts in CRM?

Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more

Reply Admin best practices Companies Contacts CRM Deals

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3 Replies

Accepted Solution

Josh

Recognized Expert | Platinum Partner

October 29, 2021 08:34

Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...read more

yanick on September 01, 2021

Link in an email

Hi everyone, We do have an internal conversation about adding a document link or attaching a file to the email. One of my colleague's concerns is about security. From a security standpoint, his point of view is that never click on a weblink even read more

Reply best practices Marketing Email

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1 Reply

webdew

Guide | Diamond Partner

September 02, 2021 00:23

Hi @yanick , I believe that you are talking about the marketing emails here. it is recommended to add documents/attachments link to your emails...read more

Solved

Melike_Beckmann on May 04, 2021

Live Chat on websites with more than one language

Hey everybody, I am a beginner using Hubspot and I am wondering if somebody needed to create something similar to mine: Currently, we are using the Live chat flow in English however, I would like to localize the language on our German homepage read more

Reply best practices

0 upvote

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

May 04, 2021 07:37

Hi @Melike_Beckmann , I assume you have different URLs for your homepage in English and German? You can specify which URLs you would li...read more