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Solved
Jenny26 on July 17, 2024
Hi all, Sometimes when our staff uses a sequence to send an email to a lead the email doesn't associate to the Deal record even though the contact receiving the email is associated to the deal. Any ideas on why this is happening? It's causing c read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Platinum Partner
July 17, 2024 16:08
Hi @Jenny26 , By default sequences only associate with contacts, not deals. I know it's probably a hassle to jump between record types, but yo...read more
KAli76 on July 17, 2024
Hi, When checking an email I've sent to a prospect, I get notified that they've viewed it when it's me. I do not wish to hide my IP address, etc, to resolve this issue as it's a HubSpot problem, not a me problem. There is no option that I can se read more
0 upvote
2 Replies
Hall of Famer | Partner
July 17, 2024 09:37
Hi @KAli76 , These self-open email notifications can be prevented by following these steps: https://knowledge.hubspot.com/connected-email/blo...read more
Solved
Jhonmicken on July 16, 2024
Hey Folks! I have just started using the CRM and I am trying to build out my sales process for better results but I am on free CRM so my question right now is, is there any way I can automatically update my lifecycle stages in HubSpot?
1 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 16, 2024 11:49
Hi @Jhonmicken , Under Settings > Objects > Contacts > Lifecycle stage, you can specify basic rules for lifecycle stage automation: ...read more
Solved
ABrazCosta on July 12, 2024
Hi there, I created a workflow to enroll contacts to a sequence. But I've heard from some HS users that it is no appropriate if I'm using personalization tokens. I tested and it worked, but I am concerned. Is it safe to use a workflow to enroll read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
July 13, 2024 01:20
Hi @ABrazCosta , Personalization should work fine. There are however things to keep in mind: Make sure the sequence emails don't contain a...read more
Solved
McBainKD on July 12, 2024
Hey all, I'm looking to turn a custom property called "Pricing Description" into a list or bulleted items to display instead of a block of test. I'm not sure how to do this but I imagine it has to do with the CMS/CSS Editor for the Quote Tem read more
1 upvote
4 Replies
Accepted solution
Guide | Gold Partner
July 15, 2024 04:06
Hi Kevin, You can create a Product Rich Text property to format lists. To display this on your quote will require a custom theme and line...read more
APremi on July 11, 2024
Hi, I'm facing a hiccup is just being able to import Hubspot a CSV which has record IDs for Deals and Contacts in order to associate the Deals and Contacts. I've tried all permutations. My use case goes like this: I have a lot of Deals coming to read more
0 upvote
4 Replies
Member
July 11, 2024 09:00
This is shown as error: Error handling response: TypeError: Cannot destructure property 'enabled' of 'undefined' as it is undefined. at chrome-...read more
Solved
MHarding27 on July 10, 2024
Hi, We work specifically off deals created in our CRM, is there a way for deals we have given a specific property to be the deals that enter the view on prospecting instead of the 'leads' in there currently?
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 10, 2024 07:44
Hey @MHarding27 so the prospecting workspace is a specific pipeline create for LEAD object and this cannot be change. If you want to work ov...read more
Solved
MHarding27 on July 10, 2024
Hi, I'm trying to add members of my team to the Prospecting tool. I can't see a way to change this so additional members have the ability to access a dashboard on Prospecting.
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 10, 2024 07:35
Hey @MHarding27 if you want the team to start working on the prospecting tool you need to: - assign a paid seat to those users - turn on the...read more
SHansson on July 09, 2024
0 upvote
1 Reply
Community Manager
July 09, 2024 15:59
Hey @SHansson , welcome to our Community. While HubSpot doesn’t automatically merge deals, you can manually merge them if they are from th...read more
orobins on July 05, 2024
Has anyone found a way to stop lead object being moved to the 'connected' stage when a contact replies with an out of office email or other automatic reply?
Top Contributor
July 05, 2024 11:33
Hi @orobins Since we don’t have native capability to handle out-of-office, try other possibilities by creating lead qualification rules will...read more
Solved
MariaWL on July 03, 2024
Hi guys, we've begun rolling out the "Leads" object, and I've encountered a challenge that I hope the community can help me solve. When the Lead object was launched in beta, I could have sworn there were properties for "time entered" and "time exi read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 03, 2024 04:07
Hi @MariaWL , You're correct – these properties currently do not exist. (I'm not sure if they did but either way that doesn't change the statu...read more
Solved
KamakshiBhakuni on July 02, 2024
We configured the chabot in our Knowledge base website but the searches were wide and it didnt show up the correct articles, so we were just trying the AI chatbot. The AI chabot does not show realistic content from the knowledge base in couple of ca read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 03, 2024 00:10
Hi @KamakshiBhakuni , The AI chatbot is still in beta – which means that there are potentially instances when it's working as expected. ...read more
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