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  • jennysowyrda on March 19, 2019
    4 upvotes
    37 Replies
    If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...
    Reply
    Member
    December 20, 2021 13:54
    I have a redmi note 9 and can not seem to register the device, Would like little help with this help issue
  • FNagel on January 14, 2022
    0 upvotes
    1 Replies
    Hi, I am looking for an option, that enables default entry on certain data fields based on logged in user. e.g.: - creating new deal - assining sales person: default should be signed user is there a way to do so? thanks in advance
    Reply
    Hall of Famer
    January 14, 2022 07:26
    Hi @FNagel , Yes, this is possible, but depends on the exact specifics. Would you mind sharing a few more details what you would like to achie...
  • IMartin on January 10, 2022
    0 upvotes
    3 Replies
    Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s...
    Reply
    Hall of Famer
    January 14, 2022 12:47
    Hi @IMartin , The issue here might be copying images from OneNote straight into the meeting log – this might simply be an incompatibility issu...
  • GRosenberger on January 10, 2022
    0 upvotes
    4 Replies
    Hi community, I have a sequence created for use by our SDRs. They enroll the contact and receive their first task: Cold Call #1. Immediately after that call is marked completed the sequence should assign that SDR Cold Email #1, but it is not h...
    Reply
    Member
    January 10, 2022 10:46
    Thank you sir! If they are as quick to reply as you, I will have no trouble!
  • Solved
    MKristiansen on January 10, 2022
    0 upvotes
    1 Replies
    Hi. Is there a way in Hubspot to bulk edit associated contacts across multiple deals (for the same company)? I know I can do it through imports, but it would be useful do be able to bulk edit as well.
    Reply
    Hall of Famer
    January 10, 2022 04:47
    Hi @MKristiansen , Unfortunately this is not possible. Records can only be associated in bulk via import or API, see here: https://knowledge....
  • SComeau on January 07, 2022
    1 upvotes
    1 Replies
    Is there a way to make the Meeting Outcome default to "Scheduled" when a meeting is created? This is super frustrating because we can't require outcomes and when users schedule meetings from their outlook they have to go back in and make sure it is ...
    Reply
    Hall of Famer
    January 07, 2022 11:35
    Hi @SComeau , As far as I know, this is not possible out of the box. The reason for that is that there aren't any activity-based workflows in ...
  • katherineladue on January 06, 2022
    1 upvotes
    1 Replies
    Hi, I'm just wondering if anyone else has any better ideas for this. My client has one section of their business that is for Sponsorship Sales, and they'll be creating each sponsorship package as a product/line item in HubSpot. They have a set...
    Reply
    Top Contributor | Diamond Partner
    January 06, 2022 15:48
    Hey @katherineladue , this is Grant, Please correct me where I have gone wrong here - layout out for clarity. Problem: Goals on products, no...
  • robertovergani on January 04, 2022
    0 upvotes
    5 Replies
    Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s...
    Reply
    Community Manager
    January 13, 2022 05:44
    Hi @robertovergani , the custom quote template function is a new feature that is currently still in the beta version and hasn't been rolled ...
  • Solved
    KevinWathey on January 02, 2022
    1 upvotes
    2 Replies
    Hi, We use Hyros for FB Ad tracking for a call booking funnel. We're transitioning away from Calendly and to HubSpot meetings, but I can't seem to find a way to pass the meeting form data from the calendar to the booking thank you page. I lo...
    Reply
    Participant
    January 05, 2022 10:44
    Hi Mia, Thank you for the detailed response. If we just only use HubSpot data we don't need Hyros anymore and can view which specific ad to att...
  • Solved
    CaioFelipe on January 02, 2022
    0 upvotes
    1 Replies
    Hello community I want to create a real round-robin meeting link, which implies that the link would provide some rotation between the sales reps when a customer chooses an available time. However, the meeting tools only combine the available spaces...
    Reply
    Guide | Diamond Partner
    January 02, 2022 23:28
    Hi @CaioFelipe , yes, you are correct. This is actually not a round-robin assigning but it adds all the available time slots of all the calen...
  • CSeabolt on December 28, 2021
    0 upvotes
    3 Replies
    Hello all, We have set up an automation for standarding Deal names. The automation is supposed to go like this When an automatic lead arrives from a franchise portal: Contact is created with business unit New Deal is created and pop...
    Reply
    Member
    December 29, 2021 07:19
    Thank you guys. I'll take this to our workflow guru!
  • ahart-dovetail on December 28, 2021
    0 upvotes
    2 Replies
    When I create a quote (or import quote into PandaDoc), the tax line applies tax to every product / line in the quote. Labor and shipping are two classes of product/service that are not taxable. I have a manual workaround, but the point is to make ...
    Reply
    December 29, 2021 06:22
    I suppose my question is more about the fact that tax is manual, and it would be so nice if it were automatically calculated like the rest of the quo...
  • Solved
    RSiddula on December 27, 2021
    0 upvotes
    2 Replies
    Hello Community, I have been trying to manage all my duplicates in the HubSpot, could you please suggest me the best tools to use. I have figured out the below three tools, 1. Insycle 2. Deduply 3. PowerSpot 4. Any other tools ???? and ...
    Reply
    Contributor
    December 28, 2021 01:16
    Thnaks @karstenkoehler for the detailed solution
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