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enorberg on March 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
0 upvote
1 Reply
Key Advisor
March 17, 2023 07:49
Hi @enorberg How are you chaning the company owner - in bulk, via a WF or manually? How do you handle renewal deals - extra renewal more
SSuppala on March 17, 2023
Hey there! I have a paid service seat. I was trying to use the new inbound call icon feature on the top right corner, but it says I need a HubSpot number. When I tried to get a number could not find an Indian number. Is this feature only available read more
0 upvote
1 Reply
Community Manager
March 20, 2023 02:05
Hi @SSuppala , Thanks for reaching out to the Community! I wanted to refer you to this snippet from this help articl e regarding the more
AS11 on March 15, 2023
Hi community! When I want to move backwards a deal to a previous stage, it asks me to fill a non-required property. Even though I can click on next without actually filling in the field, I don't want this pop-up to be prompted. Do you know i read more
0 upvote
2 Replies
March 15, 2023 08:12
Thank you so much for your response V! Yes, that is already set, but the issue here is that the pop-up is shown when though that property isn't more
APilanalı on March 14, 2023
Hello, I am experiencing some issues with Hubspot and Google that have arisen recently. Previously, I had set up my meeting links so that the earliest 30 or 45-minute call that an organization could schedule with me was Monday through Friday, from read more
0 upvote
3 Replies
Accepted Solution
Community Manager
March 14, 2023 13:52
Hi @APilanalı , hope you are doing well! I have created this video with a few steps you can check, if this does not resolve the behavior, more
Alekotsugai on March 10, 2023
I wish I could visualized all the tasks that will be created according to what was previously defined during the sequence creation. Everyday is a mystery how many tasks I'll really have until the end of the day. Is there a way to know that?
0 upvote
3 Replies
Thought Leader | Partner
March 13, 2023 14:32
Hi @Alekotsugai I don't have anything to add that hasn't been mentioned, but I did upvote and share my thoughts on the idea that @kvonloesecke more
SRobinson4 on March 07, 2023
Hi there, When setting up a Custom Quote is one able to force a page break? Currently, when download the template it looks different to the screen version. How are we able to better format the quote template at set up read more
0 upvote
2 Replies
Accepted Solution
Contributor | Partner
March 07, 2023 13:59
Hi @SRobinson4 , The way to update the downloadable version of the quote is to update the CSS file. If you were to specify the styling, more
EbarakHossain on March 05, 2023
Hi HubFans, I understand that there is no automatic association available between parent deals and child deals of two separate pipelines . But we're looking for ways to semi-automatically associate them and have created single-line text proper read more
0 upvote
1 Reply
Recognized Expert | Elite Partner
March 05, 2023 22:29
Hello @EbarakHossain way of linking parent deals with child deals in HubSpot using the HubSpot API. You can use the HubSpot API to more
CLapointe on March 02, 2023
Hi, Is there a specific reason why GTM is blocked on Quote pages? We need to fire conversion events on these pages using GTM but can't seem to be able to get GTM to load. We only see GA firing... See screenshots.    
0 upvote
3 Replies
Accepted Solution
Contributor | Partner
March 03, 2023 03:34
Hi, there, I am not sure why GTM is not pulling through as standard. You can add GTM to the quote template though. Check the code of this one more
emacd33 on February 27, 2023
I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing read more
0 upvote
1 Reply
Community Manager
February 27, 2023 15:26
Hello, @emacd33 happy Monday! Thank you for posting in our Community! I would like to add our top experts to this conversation @WebMechanix-CB more
AHarper9 on February 20, 2023
We want to create an email to send automatically to a person after they book a calendar meeting with us. We currently have the HubSpot meeting calendar embedded on our contact us page, but how to we track these and how could we create an automati read more
4 Replies
Accepted Solution
February 22, 2023 08:12
While the meetings tool sends a confirmation email with the meeting invite details, it sounds like you are wanting to send a richer, more more
arieldj on February 17, 2023
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert read more
February 21, 2023 11:30
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes) more
sd_soundstripe on February 17, 2023
My organization has a bunch of workflows that were setup before I joined. There's a workflow that's triggering a task and assigning to sales based on when a deal is closed-lost. But wtih 250+ workflows in use, how can I find what workflow is trigger read more
1 upvote
4 Replies
February 20, 2023 07:04
Yes - that task is attached to a deal and contact. The history indicates it was created as part of a workflow. The problem is - I can't figure out more
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