Hi, When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity? For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against read more
I want the hubspot meeting app to assign meetings to person A in the AM and person B in the PM. Today, I use the Hubspot meeting app so that visitors to my website can select a time to have a meeting with 1 fixed person from my company. https://m read more
Hi @FGlynn6 ,
HubSpot’s round robin meetings don’t support time-of-day logic (like assigning AM slots to one person and PM to another). It jus...read more
trying to figure out how i can have 1 user, who connects his personal gmail calendar bc it has 7 shared calendars on his account, that others in hubspot can see these calendars? or am i limited to just viewing these from google? and 2ndly how could read more
Shared calendars are not actually a part of that user's account in Google. They are calendars that the user subscribes to. If you want to be able to ...read more
Hallo Zusammen, leider habe ich einige Herausforderungen mit der Zoom Integration. Meine Wunschvorstellung, dass jeder Hubspot-Account sein privaten Zoom-Account mit 2 Klicks verbinden kann entspricht vermutlich nicht der Realität weil wohl alles üb read more
Hallo @Janko_W ,
richtig, HubSpot erwartet die Verknüpfung eines Zoom-Accounts, unter dem alle Nutzer*innen aufgehängt sind, siehe hier: http...read more
I want my sales reps to send a one-off text to their contacts in HubSpot. I'm seeing a lot of tools that allow for automated sms via workflow, but can't seem to find a way to simply send a text via HubSpot. I don't really care if it requires a 3rd p read more
Hi @JakeSpencer ,
I'd recommend you have a look at Sakari SMS which allows sending SMS directly from contact, deal and ticket records: https:...read more
Does anyone else have an issue with Insights being removed mid contract and now replaced with chargeable Breezer Intelligence? We now have to manually add a bunch of information to records on creation that would have just been there and it comp read more
Hello @kropfy247 ,
It sounds like you're referring to the sunset of HubSpot Insights: https://knowledge.hubspot.com/object-settings/hubspot-i...read more
Hello again, I am wondering is there a way to filter all my "paused" contacts to resume at the same time, and if so how, or do I have to go through one by one? Leslie
You're limited in that using the Resume button from the sequence overview will only resume the entire sequence itself (for all active enrollments),...read more
Hello, I am currently trying to see if there is a way to move contacts that finish a sequence (sales hub) to a Marketing Campaign (marketing hub). I haven't been able to figure it out and I don't see any training on this. Help is greatly apprecia read more
@LeslieVoi sure:
General information on workflow setup: https://knowledge.hubspot.com/workflows/create-workflows
Enrollment documentation: ...read more
I have one calendar event (book a demo). I have a series of different HS landing pages, all with a different lead magnet. And on the thank you page for each one, I will embed the calendar. My goal is to track the conversion rate of visit read more
Hi @paulgreen007 !
You can create a custom report on contacts with a table format and add in the columns: 1. Recent conversion (usually its...read more
Hi! I'm having some trouble figuring out a way to associate activities to company based leads. Currently, communication or even notes is "saved" on lead cards. Leads based on contact works as expected, but not company based. I have tried to fin read more
Yes, I can see that that one needs to manually set a contact for the lead in order for it to properly associate to the widgets in the leads records c...read more
Is it possible to to add a watermark on our quotes that says something like "CONFIDENTIAL"? It should appear on all pages of the quote and look something like this:
Hi @MTerning ,
As far as I know, you can’t add a watermark directly to HubSpot quotes using the native tools. The quote templates don’t curren...read more