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CORegan on September 20, 2024
Hey all... I have a sequence running where there is an A/B test in both of the first two emails of the sequence. Step 1 is testing different subject lines. In Step 2, half of the emails include an image (a screenshot of our sales deck) and half read more
0 upvote
1 Reply
Community Manager
September 20, 2024 17:57
Hi @CORegan ! Welcome to the Community-- happy to have you here 😊 I just did a quick A/B test from my own account using a template with...read more
MarcelVelano on September 20, 2024
Hi everyone, I have done a fair amount of research on this topic but couldn't find any solutions. Maybe here someone found a way. I would like to create an order form that is linked to hubspot and creates deals according to information that the read more
0 upvote
1 Reply
Guide | Platinum Partner
September 20, 2024 11:07
@MarcelVelano My name is Olivia and I am an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! Technically, crea...read more
TMendl on September 19, 2024
I'm reaching out to see if anyone has found a workaround for this issue. We are a B2B company and recently implemented/trained on the HubSpot Prospecting tool for our sales reps to manage inbound leads (marketing, referrals, sales-generated, etc read more
0 upvote
1 Reply
Community Manager
September 19, 2024 18:56
Hi @TMendl ! Welcome to the Community-- happy to have you here 😊 I can understand the struggle of managing differing preferences for view...read more
TKhairy on September 19, 2024
Hi, Currently, we're experiencing an issue where, even after receiving a reply, the sequence continues sending emails instead of stopping automatically as expected. According to the documentation, it should stop once a reply is received, so this se read more
0 upvote
1 Reply
Key Advisor | Partner
September 19, 2024 06:10
Hey @TKhairy Have you checked this setting in your sequence Unenrollment criteria? Please make sure that the default setting to automatically ...read more
Solved
Xiawanbai on September 18, 2024
Is it possible to create conditional logic for a property that only activates when a deal moves to the "Closed Won" stage in the sales pipeline? We have a property called "Deal Type," where the sales rep can select whether the deal is a new sale, read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
September 19, 2024 00:12
@Xiawanbai that's correct, conditional logic cannot be specified per stage, it would apply generally. If that's an issue, you would have to conside...read more
Solved
GabrielM on September 12, 2024
We have an if statement in our quotes that has always worked properly, and it suddenly stopped working. I have narrowed it down to the fact that we compare the field value with the internal value we have setup in the dropdown field: read more
0 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
September 13, 2024 13:27
Thanks for the tag @DianaGomez - but I haven't seen this error or change either. @GabrielM I can tell you from experience that pre-INBOUND we som...read more
IVillalon on September 10, 2024
Is there another way to upload an attachment to a company record without the system automatically creating notes?
0 upvote
1 Reply
Community Manager
September 10, 2024 16:14
Thanks for your question @IVillalon ! At this time, attachments by default need to be associated with some type of activity on the record, ...read more
Solved
ThomasGuns on September 10, 2024
Most of the time we make the same quotation for potential cliensts, 90%. It's quite a big list of products, is there a way to copy a quote from one deal to another? So just the deal/contact details change? Would save me a lot of time....
0 upvote
1 Reply
Accepted solution
Guide | Platinum Partner
September 10, 2024 05:24
@ThomasGuns Hi Thomas. My name is Olivia and I am an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! This is an i...read more
Solved
Isabel_c on September 09, 2024
We've hired a new Sales Person and he's only going to schedule meetings for our Sales Director. What they want is for us to be able to track if a booking was made through the new person's effort and we are only going to use a single meeting link. Is read more
0 upvote
2 Replies
Accepted solution
Participant | Partner
September 10, 2024 00:11
Hi @Isabel_c , Why not create a separate meeting link with the exact same schedule and contact person?
Solved
Biggestmike on September 05, 2024
I'm using the meetings tool to allow clients to schedule a call with me, but I'd like to change the email address used as the from email for the reminder and confirmation emails after someone books a time with me. How can I change that email addre read more
0 upvote
3 Replies
Accepted solution
Guide | Elite Partner
September 05, 2024 12:14
Hi @Biggestmike Unfortunately, changing the "from" email address for meeting confirmation and reminder emails isn’t possible natively in HubSpot...read more
KBoyer1 on August 28, 2024
I am looking to have a scheduling form with a detailed form for people to fill out. This will live on a page specifically about booking a meeting, so I don't want to go form first then scheduling page which I have found the ability to create. I al read more
0 upvote
2 Replies
Participant
September 03, 2024 01:39
The page this will be on, is specifically about booking a session with the team, so I feel the scheduling part needs to go first. Happy to have the n...read more
Justin_Graci on August 27, 2024
Looking to get a crash course on all things Sales Hub? This evening, HubSpot's Sales Hub product experts, Alex and Nick, are sharing some of their favorite tools and tips for qualifying leads and closing deals with Sales Hub. This event is read more
4 upvotes
0 Reply
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