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SGilligan 6月 23日, 2025
Problem: when someone fills out the Meeting Scheduler Form, they automatically override their existing Contact Property. For example our client Robert Smith set a meeting and filled the Meeting Scheduler Form as his First Name is Boberino an 続きを読む
0 いいね!
2 コメント
コミュニティーマネージャー
6月 24日, 2025 05:01
Hi @SGilligan and welcome, we are so glad to see you here! Thanks for asking the HubSpot Community and thanks @PPaul47 for your reply! I ha...続きを読む
QontrolleHQ 6月 21日, 2025
Hello HubSpot Community, I'm experiencing a persisitent bug with the HubSpot Sales browser extension (version 3.0.0.33481 on Chrome) when using it on LinkedIn. **Expected Behavior:** When I view an individual's personal profile page on LinkedIn, 続きを読む
0 いいね!
4 コメント
メンバー
6月 24日, 2025 09:38
Hi Diana, Thank you so much for the suggestion. I have now completed the conflict test. I disabled all other browser extensions as requested, l...続きを読む
解決済み
CarolinaDeMares 6月 18日, 2025
Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with 続きを読む
0 いいね!
2 コメント
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トップ投稿者 | Platinum Partner
6月 18日, 2025 19:29
Hi @CarolinaDeMares , I totally get it — yep, storing Playbook answers in properties is a Pro/Enterprise feature. On Starter o...続きを読む
解決済み
Ilise 6月 18日, 2025
Loving the new product update with Sales Workspace Daily Digest notifications! It would be great if all meetings on my calendar could be included - otherwise, I'm only receiving a heads up on meetings organized by me.
0 いいね!
3 コメント
ベストアンサー
コミュニティーマネージャー
6月 20日, 2025 15:08
Thanks for posting it on the Ideas Forum, @Ilise ! Sales Workspace Daily Digest - please include all meetings I upvoted & will mark this...続きを読む
解決済み
MAregger1 6月 18日, 2025
Hi, Any hacks, workaround ideas or else on how I can enroll a contact in multiple sequences to manage and automate quote follow-up if I have contacts that order / request often and buying cycles can take half a year? The obvious choice would 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 18日, 2025 07:43
Hi @MAregger1 , Aside from breaking longer sequence into shorter ones so they don't conflict – no. Contacts can only be enrolled in one sequen...続きを読む
解決済み
MReis12 6月 16日, 2025
We’re building an internal workflow where reps submit a few basic deal details via form or chat interface. Then, the system either: Prompts follow-up questions , or Parses free-text input into structured HubSpot deal and company records. 続きを読む
0 いいね!
5 コメント
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投稿者
6月 23日, 2025 12:14
We’ve been experimenting with something in a similar direction that might help spark some ideas. It’s not the exact same setup, but we built ...続きを読む
解決済み
KDTornea 6月 16日, 2025
Hi! I have a question, has anyone had experience integrating HubSpot with quoting tool ‘IT Quoter’, especially for quote generation and order fulfilment? ITQuoter | Landing Page Thanks!
0 いいね!
3 コメント
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トップ投稿者
6月 16日, 2025 10:02
@KDTornea I feel you—quoting and fulfilment get messy fast when the sales stack grows. From what I know, IT Quoter already ships a native HubSpot...続きを読む
解決済み
FBayet 6月 16日, 2025
We are a membership based organisation and offer memberships to companies. However we deal with a contact at each of these companies (many have multiple contacts) I need some advice or guidance on: How best to connect a company with the contacts 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 16日, 2025 03:55
Hi @FBayet , Happy to help here! How best to connect a company with the contacts : https://knowledge.hubspot.com/records/associate-rec...続きを読む
FBayet 6月 16日, 2025
A bit of a complex query, however I am after some good learning video'r or guides to help me navigate better understanding: how to use your inbox from Hubspot when you have connected it (so working from within HubSpot) How leads and the lead pipe 続きを読む
0 いいね!
4 コメント
殿堂入り | Solutions Partner
6月 16日, 2025 04:23
@ArisudanTiwari thank you for asking. Here is the link to the guidlines: https://community.hubspot.com/t5/Getting-Started-on-the-Community/HubSpot...続きを読む
解決済み
AtomicGlue 6月 13日, 2025
Our domain name was previously associated with another company by a different name and when sales people generate proposals for us using HubSpot, the company name is auto-filing to the old company name. I'm constantly having to correct the salespers 続きを読む
0 いいね!
3 コメント
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殿堂入り | Solutions Partner
6月 13日, 2025 15:52
@AtomicGlue for one, I think it speaks about the diligence of your vendors if they can't get your address right 😄 Yes, HubSpot prepopulates this...続きを読む
解決済み
awcw 6月 12日, 2025
How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
6月 13日, 2025 00:01
Hi @awcw , These risks relate to, comparably broadly, " potential areas of concern to focus on such as a decrease in deal score, uncertainty f...続きを読む
解決済み
erlichbachman 6月 11日, 2025
How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Selec 続きを読む
0 いいね!
1 コメント
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名誉エキスパート | Diamond Partner
6月 12日, 2025 05:31
Hi @erlichbachman , While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach...続きを読む
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