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Szymon_Rogozik on February 12, 2025
Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” read more
0 upvote
1 Reply
Hall of Famer | Partner
February 12, 2025 09:56
Hi @Szymon_Rogozik , Could you please share a screenshot of your workflow (including all actions), a screenshot of the detailed enrollment cri...read more
LOConnell3 on February 10, 2025
The old Prospecting tool used to show the form that the person had submitted on our website. That data is now gone. So in the Sales/Leads I can no longer see what the person requested without going to their individual record and navigating away from read more
0 upvote
1 Reply
Community Manager
February 10, 2025 18:01
Hey @LOConnell3 , Happy Monday! I understand how important it is to have form submission details visible in the Sales/Leads view. Cur...read more
Solved
ISmolin on February 07, 2025
Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 07, 2025 07:49
Hi @ISmolin , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.co...read more
Solved
AMW43 on February 06, 2025
Hello! I have been trying to bulk amend the due date and task title on 13 tasks in the free version of Hubspot. It does do it, but when I then access my task list either in 'all' or 'upcoming'. the tasks have reverted to what they were before. read more
0 upvote
1 Reply
Accepted solution
Member
February 06, 2025 13:08
Well, the solution was I went for lunch and then tried again. No issues now 😁
Solved
SRobinson4 on February 06, 2025
Hi, currently when you set up a group meeting you are able to select your time zone so as when the recipent of the link receives it they are able to choice a time (based on their own time zone set by their web browser). Now, lets say you are setting read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 06, 2025 07:09
Hi @SRobinson4 , HubSpot does all of the time zone conversion for you – based on the connected calendars and the time zone chosen directly in ...read more
Solved
mohamedhamad on February 05, 2025
I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i read more
0 upvote
6 Replies
Accepted solution
Guide | Diamond Partner
February 07, 2025 16:25
Zapier, Associ8, or Custom Coded Action (Ops Hub) can associate records with one another like this, but you can't associated object records with one ...read more
Solved
NirbhayT on February 04, 2025
My team wants to create a meeting form with conditional fields that change based on the selection of previous inputs. I know this is possible in HubSpot forms, but how can we implement it in the Meeting Scheduler form? Has anyone worked on read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 04, 2025 12:14
Hi @NirbhayT , This is unfortunately not possible. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-...read more
EddiefromOz on February 03, 2025
We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... read more
0 upvote
3 Replies
Community Manager
February 10, 2025 13:42
Thanks for that additional explanation, @EddiefromOz . The forms tool in HubSpot is designed for external use and collecting leads as opposed to c...read more
Solved
SDay29 on January 30, 2025
I would like to track how much time each of my sales reps is spending on calls, by company. For example, if a rep spends 30 minutes on an onboarding call, 1 hour on a qualification call, etc. so that we're able to have visibility into the amount of read more
0 upvote
1 Reply
Accepted solution
Community Manager
January 31, 2025 04:09
Hi @SDay29 , Thanks for reaching out to the Community! I came across a question very similar to your here , where Karsten provides a ...read more
moe1985 on January 27, 2025
I'm almost positive Hubspot hasn't built a solution to this yet, BUT I'm hopeful some fellow Hubspot ninjas out there have already designed an outside the box approach to closing this gap. Situation Reps make outbound calls and schedule app read more
0 upvote
1 Reply
Community Manager
January 28, 2025 12:05
Hi @moe1985 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation so they can share if ...read more
Solved
NKolev on January 25, 2025
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
January 25, 2025 07:50
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...read more
Solved
SH661 on January 24, 2025
How do I write a formula to add days to a date field? Ex. Estimate Appt Date + 14 days = Bid Due Date
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 25, 2025 01:45
Hi @SH661 , Using the add_time() function: Best regards!
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