La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Does anyone else have an issue with Insights being removed mid contract and now replaced with chargeable Breezer Intelligence? We now have to manually add a bunch of information to records on creation that would have just been there and it comp Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 14, 2025 06:08
Hello @kropfy247 ,
It sounds like you're referring to the sunset of HubSpot Insights: https://knowledge.hubspot.com/object-settings/hubspot-i...Lire la suite
Hello again, I am wondering is there a way to filter all my "paused" contacts to resume at the same time, and if so how, or do I have to go through one by one? Leslie
You're limited in that using the Resume button from the sequence overview will only resume the entire sequence itself (for all active enrollments),...Lire la suite
Hello, I am currently trying to see if there is a way to move contacts that finish a sequence (sales hub) to a Marketing Campaign (marketing hub). I haven't been able to figure it out and I don't see any training on this. Help is greatly apprecia Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 12, 2025 12:46
@LeslieVoi sure:
General information on workflow setup: https://knowledge.hubspot.com/workflows/create-workflows
Enrollment documentation: ...Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mai 10, 2025 00:48
Hi @Trekker ,
No, HubSpot's out of the box "Rotate record" action in workflows does not allow custom rules like that.
I see two potentia...Lire la suite
I have one calendar event (book a demo). I have a series of different HS landing pages, all with a different lead magnet. And on the thank you page for each one, I will embed the calendar. My goal is to track the conversion rate of visit Lire la suite
Contributeur de premier rang | Partenaire solutions Platinum
Mai 11, 2025 06:56
Hi @paulgreen007 !
You can create a custom report on contacts with a table format and add in the columns: 1. Recent conversion (usually its...Lire la suite
Hi! I'm having some trouble figuring out a way to associate activities to company based leads. Currently, communication or even notes is "saved" on lead cards. Leads based on contact works as expected, but not company based. I have tried to fin Lire la suite
Yes, I can see that that one needs to manually set a contact for the lead in order for it to properly associate to the widgets in the leads records c...Lire la suite
Is it possible to to add a watermark on our quotes that says something like "CONFIDENTIAL"? It should appear on all pages of the quote and look something like this:
Contributeur de premier rang | Partenaire solutions Platinum
Mai 07, 2025 19:11
Hi @MTerning ,
As far as I know, you can’t add a watermark directly to HubSpot quotes using the native tools. The quote templates don’t curren...Lire la suite
Sales is not just about how many leads you have; it’s about knowing which ones truly matter.
You log into your CRM. Your pipeline looks full, but you know not all deals carry the same weight.
Some accounts are cold, some Lire la suite
Hi All,
Hoping to get some guidance here, we're aiming to record post meeting notes in a playbook and log these notes to the meeting that has already taken place with a customer:
When doing this, the playbook notes are currently b Lire la suite
Hey, @HazelJohnson 👋 Thanks for the question. Because this distinction isn't explicit called out in the documentation, I'd suggest filing a su...Lire la suite
Hi! It would be incredible if HubSpot could contact Instrumental to optimize the integration and copy over custom properties to duplicate deals. We enter a ton of information on our deals, and it's disheartening when you go to duplicate the deal and Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 29, 2025 09:43
Hi @BBollinger ,
Contacting the app developer is the right way to go here, I wouldn't expect HubSpot to take action on third-party solutions. ...Lire la suite
We have over 200 documents hosted in Sales Document, and each document is viewed about 30 times. I'm unable to extract/export the list of emails that viewed individual documents within the UI. Is there a way to extract this using API or some oth Lire la suite
Hi @Giovannib , I hope that you are well! Thanks for getting back to me! I can definitely see how useful this would be! For new feature suggest...Lire la suite
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