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Gelöst
JKrantz on Mai 17, 2023
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 Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
rmaza on April 20, 2023
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.
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | 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...Beitrag ansehen
Gelöst
KS_03 on März 31, 2023
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!
Accepted Solution
Stratege/Strategin | Diamond Partner
März 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 ...Beitrag ansehen
arieldj on Februar 17, 2023
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 Beitrag ansehen
Mitglied
Februar 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)...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Accepted Solution
Koryphäe | 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...Beitrag ansehen
Gelöst
amywill01 on März 31, 2022
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 Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
März 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...Beitrag ansehen
Gelöst
TSaunders on Februar 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 Beitrag ansehen
Accepted Solution
Autorität
Februar 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...Beitrag ansehen
AJohnson8 on Dezember 01, 2021
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) Beitrag ansehen
AJohnson8 on November 01, 2021
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 Beitrag ansehen
Gelöst
RandyC on Oktober 29, 2021
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' Beitrag ansehen
Accepted Solution
Trendsetter/-in | Platinum Partner
Oktober 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...Beitrag ansehen
yanick on September 01, 2021
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 Beitrag ansehen
Ratgeber/-in | 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...Beitrag ansehen
Gelöst
Melike_Beckmann on Mai 04, 2021
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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 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...Beitrag ansehen
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