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Solved
DShute on May 21, 2025
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
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 21, 2025 08:48
Hi @DShute , This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum . I'm not exactly...read more
Solved
FGlynn6 on May 20, 2025
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
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
May 20, 2025 20:02
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
Solved
SJeremias on May 19, 2025
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
0 upvote
2 Replies
Accepted solution
Key Advisor
May 20, 2025 08:20
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
Janko_W on May 17, 2025
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
0 upvote
1 Reply
Hall of Famer | Partner
May 18, 2025 01:22
Hallo @Janko_W , richtig, HubSpot erwartet die Verknüpfung eines Zoom-Accounts, unter dem alle Nutzer*innen aufgehängt sind, siehe hier: http...read more
Solved
JakeSpencer on May 15, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 15, 2025 23:59
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
Solved
kropfy247 on May 14, 2025
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
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 14, 2025 06:08
Hello @kropfy247 , It sounds like you're referring to the sunset of HubSpot Insights: https://knowledge.hubspot.com/object-settings/hubspot-i...read more
Solved
LeslieVoi on May 12, 2025
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
0 upvote
1 Reply
Accepted solution
Participant | Gold Partner
May 12, 2025 14:27
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
Solved
LeslieVoi on May 12, 2025
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
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
May 12, 2025 12:46
@LeslieVoi sure: General information on workflow setup: https://knowledge.hubspot.com/workflows/create-workflows Enrollment documentation: ...read more
Solved
Trekker on May 09, 2025
I'm looking to have a roun robin schedule that can give to two AEs regularly, but then add in a third AE every other cycle. Is that possible?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 10, 2025 00:48
Hi @Trekker , No, HubSpot's out of the box "Rotate record" action in workflows does not allow custom rules like that. I see two potentia...read more
Solved
paulgreen007 on May 09, 2025
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
May 11, 2025 06:56
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
JonathanBright on May 08, 2025
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
0 upvote
4 Replies
May 09, 2025 06:08
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
Solved
MTerning on May 07, 2025
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:
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
May 07, 2025 19:11
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
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