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rjonesSolaria on May 13, 2022
companies aren't being re-enrolled into my workflow
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Reply Companies Deals Enterprise Professional Workflows
0 upvote
2 Replies
rjonesSolaria
Contributor
May 13, 2022 11:06
Thank you, I'll try that now! I'll accept as solution when I see the enrollments happening, only a handlful of deals is created a week until we scale...read more
JKlima on May 13, 2022
Chat to not reboot/close
Hi, We are using the chatbot function with no open answers (since we need to choose between live chat or bot chat in our subscription type). Simply, we want to help the visitor to find the right pages and stay on our website. 1) Our chat flow read more
Reply Chat
0 upvote
1 Reply
TiphaineCuisset
Community Manager
May 16, 2022 01:58
Hi @JKlima Thank you for reaching out. I want to tag some of our experts here - @JonPayne @Anton @Oezcan do you have any thought...read more
RRoxton on May 12, 2022
ChatBot Not appearing
I am trying to set up a ChatBot to appear on my website, roxtonindustries.ca,'s mobile view. Unfortunately, after many attempts to tinker with it, it is refusing to show up on phones or tablets. It works fine on desktops and laptops. We have tried a read more
Reply Chat
0 upvote
2 Replies
RRoxton
Member
May 13, 2022 10:25
Okay. The website link is www.roxtonindustries.ca .
BruceProck on May 11, 2022
HubSpot's unruly logging
When logging to a contact from within HubSpot, HubSpot chooses to log to every associated record. Since we have contacts and companies that have multiple deals in progress, all of these deals get logged to (calls, tasks, emails). Our deal pi read more
Reply Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 12, 2022 00:16
Hi @BruceProck , Some association in HubSpot is automatic and cannot be deactivated, see the table in this article: https://knowledge.hubspot...read more
Solved
GrantLahring on May 05, 2022
How can I add calling minutes to my HubSpot account?
I'm trying to figure out what the cost is for extra minutes. Also, what the cost would be to add additional HubSpot numbers. Does anyone know where to find this information?
Reply
0 upvote
3 Replies
Accepted Solution
Olivia_Bagnall
Contributor | Platinum Partner
May 05, 2022 17:46
@GrantLahring HI Grant 🙂 Calling in HubSpot is provided by Twilio. You can follow these steps to add additional numbers https://knowledge.hub...read more
Cyzxc1 on May 04, 2022
HubSpot calling and 3rd party integration
Hi, We are currently using 3rd party integration in HubSpot for calling and I saw the HubSpot calling included on our subscription. I would like to use it but how would I know if I call a client what will be used the HubSpot calling or the 3rd p read more
Reply Starter
0 upvote
2 Replies
Cyzxc1
Member
May 05, 2022 08:10
Hi @PamCotton , Thanks for your response. We are currently using JustCall as our 3rd party integration. Let me know if you need mor...read more
Solved
PPereira on May 04, 2022
Workflow not working as intended
I set up a workflow with the goal of changing a deal property called (Slack) Close date in the past to TRUE whenever a deal's close date has already passed but, for some reason, no deals are being enrolled into it. I've attached screenshots read more
Reply Professional
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 04, 2022 05:53
Hi @PPereira , Have you checked whether the record would enroll in the workflow, using the Test button in the upper right of the workflow ed...read more
DSwanich9 on May 04, 2022
Sequences and email engagement
Hi there, Is there a way to automatically check whether a contact has engaged with a specific email in a specific sequence? We're looking to do a few things for a client based on engaged with the emails in a given sequence, such as score th read more
Reply
0 upvote
1 Reply
PamCotton
Community Manager
May 04, 2022 14:34
Hello @DSwanich9 , I believe this would be best for creating a workflow based on open/clicks in email, I would like to add our top experts to thi...read more
JHyde on May 03, 2022
Rescheduling a meeting causes it to duplicate when "Auto-submit form" setting is enabled
I have found a frustrating problem for both contacts and staff with meetings and rescheduling. When a client reschedules a meeting if the setting to "auto-submit form when all fields are pre-populated" is turned OFF this will result in the existin read more
Reply Meetings
1 upvote
1 Reply
kvonloesecke
Community Manager
May 04, 2022 10:40
Hi @JHyde , Thanks for reaching out to the community! I would like to apologize for the frustrations this has caused. I'm sure...read more
MA_sevendays on May 03, 2022
Create a Draft of a Quote without a Deal Association
Hi, How do you create a quote and save it as draft, without a deal association?
Reply
0 upvote
3 Replies
DianaGomez
Community Manager
May 03, 2022 15:45
Thank you for the details, I totally get your point @MA_sevendays . I was checking and there are some other users requesting this option. I ...read more
Solved
MvanRooijen on May 03, 2022
Copying Company Date Property to Deal Property Workflow
Hi HubSpot, Hoping you can help me out here, we've setup a flow where we manually set a 'Trial End Date' in company properties. (Linked to Existing deals) This triggers a worfklow for various taks, which works fine. However I'd like to Copy read more
Reply Professional Workflows
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 03, 2022 02:09
Hi @MvanRooijen , Workflows, by default, copy from the object that the workflow is based on. For example, if you have a deal-based workflow, y...read more
Solved
JCariglia on April 28, 2022
Increase Sales Pipeline
What is the best filter to keep track of Sales Prospecting Pipeline Status?
Reply Free
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 28, 2022 21:42
Hi @JCariglia , This depends on how you're using the tool. If you're sales team is for example maintaining the Lead status property , for e...read more
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