Hello, I have a custom Object that I am building. In the "Middle Column" of the object record, I have added a "Property List" card. On the property list are several properties I have created with Conditional Property Logic. When I go to select t read more
Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more
Hi @CTurton ,
Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...read more
I'm specifically asking about when in the Deal view, you can see a line item and a quote summary on the right hand side. I can of course create a quote, and add line items separately, but it doesn't seem like the two interact? Am I correct? read more
Thanks! Not sure if I missed it, or whether it actually wasn't there before, but it seems now when I update the quote, the line items for the deal ge...read more
When I schedule a ‘group’ meeting, do all of the people that I need to include in the meeting have to be Sales Pro subscriber? I want to include someone who is a member of the Sales team but not a Sales Pro subscriber. He is a CRM user who has ema read more
Hi @PSummers3 ,
Meeting links that reference multiple HubSpot users require every user to have a paid sales seat: https://knowledge.hubspot.c...read more
Hello, Our team has started running into Meeting scheduling issues. For some reason when selecting a date now, the scheduler auto selects a roughly 12+ hour time window and then won't let us change the end dates or reduce the meeting length time read more
My company uses the sales hub but we are trying to use our sales data to create effective marketing reports by utilizing the tools provided by the Sales Hub Professional subscription. We are not looking to add the Marketing Hub Professional subscrip read more
Hello @JStoller Although I am not familiar with the limitations of Sales Hub, I believe you should be able to create Deal reports associated with...read more
We have configured our Leads objects to create a Lead in the Prospecting tool when: - a contact enters MQL lifecycle stage - a contact enter SAL lifecycle stage This works fine when they move from Lead to MQL or SAL. However when a contact read more
Sure, @Bürobert , potentially, but HubSpot typically doesn't disclose how long this might take. A workflow is a perfectly solid solution that can be...read more
Hi All - I'm posting this on behalf of multiple clients who are struggling with one common issue: - The meeting scheduling option of "this week and next week" is not granular enough These clients have found with other meeting schedulin read more
Cheers @Bryantworks - couldn't for the life of me find that post when searching before, but knew this had to be a request somewhere out there. Upvo...read more
I've made several snippets and the personalization of "Contact: First name" works just fine. However, "Contact: Company name isn't". I've tried using the snippet on several contacts and the same problem happens. The contact is associated to read more
Hi @BHopper8 ! I think the issue here is that you are trying to populate the Company Name from the Contact Object. HubSpot doesn't automatica...read more
We have some fantastic news to share: HubSpot now lets free Marketing Hub users integrate a second ad platform into their accounts. And guess what? LinkedIn is just as excited as we are to take advantage of this great feature and acquire read more
Hello, I need help to assign a custom 4 or 5 digit number that gets created when any deal is created. This would function as that deal's record ID for our project management, Any solution would be accepted, ideally starting with a set number and read more
Hi @SHostetler ,
I've answered a similar question before here: https://community.hubspot.com/t5/CRM/Generate-unique-account-customer-ID-via-w...read more
Hi. I'm looking to set an alert for my team managers to receive anytime a deal is moved out of the current month or quarter that was in a certain stage or above. Is this possible please?
hi @BillWill My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! I'm almost sure what you ...read more