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
Hi @JKrantz ,
Unfortunately no, this is not possible.
All notifications that relate to record changes can be set up as custom notificati...Beitrag ansehen
Hi @rmaza ,
It is in contact-based workflows, see here https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-usin...Beitrag ansehen
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!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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