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Solved
JShields8 on July 07, 2025
Looking for ways to standardize and automate lead record naming for our team that attends tradeshows/ conferences.
1 upvote
3 Replies
Accepted solution
Member
July 07, 2025 17:54
Hi @JShields8 ! A few options I like to use! 1. If tradeshow/conference leads are coming from a form, you can automate lead creation when ...read more
Solved
JackDal on July 02, 2025
Hi Community, I’m experiencing a persistent issue with PDF document thumbnails in the HubSpot Documents tool and would appreciate any help or insights. Background: Last year, I uploaded a PDF to HubSpot Documents. Recently, I noticed that read more
0 upvote
4 Replies
Accepted solution
Recognized Expert | Diamond Partner
July 02, 2025 17:01
Hi @JackDal , This sounds like it could be an issue with compatibility, file corruption, or rendering. I would try one or both of these, if ...read more
Solved
Hyroxware on July 01, 2025
I am trying to create a Lead Source propety using the property sync field type. But I keep getting this error message. I have managed to set other properties using this exact method.
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
July 01, 2025 14:31
Hi @Hyroxware , If you’re getting errors trying to sync the Lead Source property, it’s probably because HubSpot doesn’t allow syncing with syst...read more
Solved
Hyroxware on July 01, 2025
Hi Support, I'm currently working in the Leads section of the Sales Workspace and running into an issue. I'd like to create filtered/views using Contact properties, for example, to see all Leads associated with Contacts based in the UK. Sinc read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 01, 2025 06:05
Hi @Hyroxware , This is set up most easily through a sync property 🙂 https://knowledge.hubspot.com/properties/create-sync-properties ...read more
Solved
EGONZALOPALOM on July 01, 2025
hi, what is the purpose of adding contacts when you see the lead in workspace. even if the company has associated contacts they don't appear there, and if i add the contacts, i still have to assign the contact, as it don't appear in the lead line. read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Platinum Partner
July 01, 2025 04:44
Hi @EGONZALOPALOM Leads can be created related to contact or companies. And specially when you create a LEAD from a company, you want to know ...read more
Solved
LStier on June 25, 2025
We have a round robin calendar five users have used successfully to balance meetings for >1 year. Yesterday, the calendar broke - you can pick a day/time, fill out the form, but upon form submission it takes you to an error page with the "Well T read more
Accepted solution
Participant
June 26, 2025 10:50
Hi there, so we actually tried all of the above before posting here. None of those steps fixed the problem. Oddly enough, our DBA found that ...read more
Solved
pCAS on June 25, 2025
One of our most successful lead gen processes is 'book a demo/pilot,' which depends on MEETING SCHEDULER links. I have built out about 7 different ones, used for different geographies, conferences, website, seasonal campaigns. They are all set read more
0 upvote
2 Replies
Accepted solution
Participant
June 25, 2025 17:34
Actually I just FOUND OUT that I CAN transfer Meeting Schedulers!! Maybe this is new? I feel like a bit of a dummy, but I'll leave this up anyway ...read more
Solved
SGilligan on June 23, 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 read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Gold Partner
July 04, 2025 01:11
Hi @SGilligan , Turn on “Pre-populate fields with known values” This makes sure that when an existing contact (like Robert Smith) books a meeting...read more
QontrolleHQ on June 21, 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, read more
0 upvote
10 Replies
Community Manager
June 27, 2025 12:08
Hi @QontrolleHQ , Thanks for the link. However, this extension was created for Email tracking and CRM for Gmail, not for LinkedIn. You mig...read more
Solved
CarolinaDeMares on June 18, 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 read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
June 18, 2025 19:29
Hi @CarolinaDeMares , I totally get it — yep, storing Playbook answers in properties is a Pro/Enterprise feature. On Starter o...read more
Solved
Ilise on June 18, 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.
1 upvote
4 Replies
Accepted solution
Community Manager
June 20, 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...read more
Solved
MAregger1 on June 18, 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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 18, 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...read more
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