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 read more
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, read more
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 read more
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.
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 read more
Hi @MAregger1 ,
Aside from breaking longer sequence into shorter ones so they don't conflict – no. Contacts can only be enrolled in one sequen...read more
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. read more
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 ...read more
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!
@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...read more
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 read more
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 read more
@ArisudanTiwari thank you for asking. Here is the link to the guidlines: https://community.hubspot.com/t5/Getting-Started-on-the-Community/HubSpot...read more
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 read more
@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...read more
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.
Hi @awcw ,
These risks relate to, comparably broadly, " potential areas of concern to focus on such as a decrease in deal score, uncertainty f...read more
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 read more
Hi @erlichbachman , While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach...read more