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Solucionado
DShute on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Maio 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...Leia mais
Solucionado
FGlynn6 on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Maio 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...Leia mais
Solucionado
SJeremias on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Conselheiro(a) de destaque
Maio 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 ...Leia mais
Janko_W on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
Solucionado
JakeSpencer on Maio 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 Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 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:...Leia mais
Solucionado
kropfy247 on Maio 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 Leia mais
1 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
Solucionado
LeslieVoi on Maio 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 avaliações positivas
1 Respostas
Solução Aceita
Participante | Parceiro Ouro
Maio 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),...Leia mais
Solucionado
LeslieVoi on Maio 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 Leia mais
0 avaliações positivas
7 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 12, 2025 12:46
@LeslieVoi sure: General information on workflow setup: https://knowledge.hubspot.com/workflows/create-workflows Enrollment documentation: ...Leia mais
Solucionado
Trekker on Maio 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 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
Solucionado
paulgreen007 on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Maio 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...Leia mais
JonathanBright on Maio 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 Leia mais
0 avaliações positivas
4 Respostas
Maio 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...Leia mais
Solucionado
MTerning on Maio 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 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Maio 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...Leia mais
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