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YoelBA-GDS on Julho 19, 2024
I'm not hopeful but I have to ask! 🙄 Is there away to change a Product property with a Workflow?
1 avaliações positivas
2 Respostas
Autoridade no assunto | Parceiro Platinum
Julho 19, 2024 09:16
Hey @YoelBA-GDS this can be donde via Workflows but with a Custom code action (not the standard way). What 'd be your use case exactly? i...Leia mais
Jenny26 on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Platinum
Julho 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...Leia mais
KAli76 on Julho 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 Leia mais
0 avaliações positivas
3 Respostas
Membro do Hall da Fama | Parceiro Elite
Julho 20, 2024 17:25
Thanks for referencing this KB @karstenkoehler - with the change to the Outlook extension, does this method still work? It's been a long time since...Leia mais
Jhonmicken on Julho 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 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 16, 2024 11:49
Hi @Jhonmicken , Under Settings > Objects > Contacts > Lifecycle stage, you can specify basic rules for lifecycle stage automation: ...Leia mais
ABrazCosta on Julho 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 Leia mais
0 avaliações positivas
7 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
McBainKD on Julho 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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Orientador(a) | Parceiro Ouro
Julho 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...Leia mais
APremi on Julho 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 Leia mais
0 avaliações positivas
4 Respostas
Julho 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-...Leia mais
MHarding27 on Julho 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 avaliações positivas
2 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Julho 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...Leia mais
MHarding27 on Julho 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 avaliações positivas
2 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Platinum
Julho 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...Leia mais
SHansson on Julho 09, 2024
0 avaliações positivas
2 Respostas
Julho 19, 2024 16:29
Hey @SHansson , As was stated above, HubSpot allows you to only manually merge deals at this time, unless you want to do it through the API. Ho...Leia mais
orobins on Julho 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?
2 avaliações positivas
1 Respostas
Solução Aceita
Julho 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...Leia mais
MariaWL on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
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