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  • Most Upvoted
  • Registering phone number: PLEASE READ BEFORE POSTING
    jennysowyrda on March 19, 2019
    4 upvotes
    36 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...
    Discussion Calling
    PamCotton
    Community Manager
    April 13, 2021 09:15
    Hello @LBattistini , for Italy calls are only available for HubSpot Sales Hub and Service Hub users, as this article explains more : Suppor...
  • Solved
    Which field type is best for monthly data entry on a property?
    lsyanseke on August 04, 2021
    0 upvotes
    3 Replies
    Hello, Is there a way to use one property to update data on a monthly basis, while keep previous record? I am creating a form that can be used to update a contact record monthly to track progress of a client undertaking a wellness training. The cl...
    Discussion Starter
    karstenkoehler
    Most Valuable Member
    August 04, 2021 06:57
    Hi @lsyanseke , You can check this by exporting the property history of any property in your portal already. This will give you a better idea ...
  • Limiting meetings to Hubspot contacts only?
    NWood95 on July 24, 2021
    0 upvotes
    1 Replies
    I'm wondering if anyone knows/can figure out a way to limit meeting scheduling to Hubspot contacts only? As the meeting request form automatically creates a new contact if none matches the email address entered by the user, we end up with a lot of d...
    Discussion Contacts Forms Meetings
    karstenkoehler
    Most Valuable Member
    July 25, 2021 01:58
    Hi @NWood95 , HubSpot forms don't support real-time email address lookup or validation, unfortunately, so there isn't any way to limit submiss...
  • Automatically Send Document Once Form Completed and Submitted
    MAMBuckland on July 23, 2021
    0 upvotes
    1 Replies
    I am trying to figure out how to have my document - which is uploaded in HubSpot (i.e., under Documents) - automatically sent once a person completes and submits a Form. The Form requires the person to provide their email address. I am using the F...
    Discussion Free
    TiphaineCuisset
    Community Manager
    July 26, 2021 02:02
    Hi @MAMBuckland Thank you for reaching out. You should be able to add a follow-up email via your landing page by following those ste...
  • Counting Sales Calls In A Field?
    Jon-Eric1 on July 23, 2021
    0 upvotes
    1 Replies
    Looking to creat a call counter field (not in a report). Basically every time a sales call activity is made, to +1 to a numberic field in a workflow Here's the issues I'm running into: The Activity Date field is very limited as to how you can us...
    Discussion Calling Enterprise Sales
    PamCotton
    Community Manager
    July 26, 2021 08:59
    Hello @Jon-Eric1 , thank you for providing information about your goal, I will add some top experts to share their ideas, @madraynewm @Kevin-C a...
  • Change of meeting type triggers email invitations
    MM-SPONSORs on July 22, 2021
    0 upvotes
    3 Replies
    Hi community, our sales team created and sent meetings initially without any type of meeting and its invitations have been received by customers successfully. Today we set one type for the same meetings and discovered that the invitations have been...
    Discussion Meetings Professional
    natsumimori
    Community Manager
    July 26, 2021 23:00
    I see, thank you for the follow up. I believe it's not done by the default feature but it could be that the other parts of your account triggered the...
  • Solved
    syncing meetings created outside of Hubspot
    Honorable on July 21, 2021
    0 upvotes
    4 Replies
    Hello! At the time a deal is closed won, our sales team schedules an onboarding call with our service team for the new customer. We previously used workflows and meetings links for this, but in our circumstance have found that having sales review ...
    Discussion Meetings
    Honorable
    Contributor
    July 22, 2021 07:54
    Thank you!
  • Monthly client billing
    LWhiley on July 20, 2021
    0 upvotes
    2 Replies
    Hello! I'm new to Hubspot. I have a question (and probably many more).... When I enter a deal, I have to enter one amount - the value of the deal. If my deal runs over 3 months say, is there a way to show the monthly cadence/amounts of the deal?...
    Discussion Deals
    webdew
    Top Contributor | Diamond Partner
    July 20, 2021 21:33
    Hi @LWhiley , Unfortunately, this is not possible in HubSpot as of now. Someone has asked about the same feature here . You can submit this idea ...
  • Linking Working Excel spreadsheet to Document folder
    Gtwhite21 on July 20, 2021
    0 upvotes
    2 Replies
    Is there a way to Link a working Excell or Google Doc to the Document folder so that everyone on my team can easily find the document and work on it together without having to download it - save it - then upload it back into Hubspot?
    Discussion Documents Knowledge Base
    webdew
    Top Contributor | Diamond Partner
    July 20, 2021 21:55
    Hi @Gtwhite21 , Unfortunately this is not currently possible in hubspot. In the documents section you can upload the excel or doc file but it ...
  • Vacations for Meeting Link
    MChao on July 20, 2021
    0 upvotes
    2 Replies
    Hello Is there a best way for a rep to set like a vacation mode so their customers can not books meeting with them on their meeting links while they are away? Also if a customer does want a meeting is there a way to redirect them to another ...
    Discussion Starter
    webdew
    Top Contributor | Diamond Partner
    July 20, 2021 21:47
    Hi @MChao , You can edit your meeting link and in 'scheduling experiance' show the days only when the rep is available. Check the SS: https://...
  • Tracking Playbook Answers
    SpencerHodgson on July 20, 2021
    1 upvotes
    3 Replies
    Hey Everyone, I've started using playbooks to give ready made answers so that when we are scrubbing contact data we have clear records of everything we knew for each contact at the time of scrubbing them. Is there an easy way to access all of the a...
    Discussion Playbooks
    SpencerHodgson
    Participant
    July 23, 2021 06:36
    Thanks @cooperelias , No, I'm currently using a mix of questions that update to properties and questions that do not. For my purposes, it doesn't ...
  • Can you duplicate a meeting?
    laura99 on July 19, 2021
    0 upvotes
    2 Replies
    I want to create multiple meetings with essentially the same settings. Is it possible to duplicate a meeting so I don't have to go thru the same setup repeatedly? TIA
    Discussion Starter
    webdew
    Top Contributor | Diamond Partner
    July 19, 2021 21:38
    Hi @laura99 , Unfortnately, cloning of meeting links is not possible in HubSpot as of now. Other users have also asked for the same here in idea...
  • Solved
    Turn off 'New Unassigned Email Conversation' for all team members from 'Super Admin'
    SSmith-Money on July 14, 2021
    0 upvotes
    1 Replies
    Hi, I’m trying to find a way to turn off New Unassigned Email Conversation for all users of our HubSpot conversations group as every time a message comes in every user gets the notifications as it’s a shared mailbox between the team. This has...
    Discussion Professional
    TiphaineCuisset
    Community Manager
    July 15, 2021 03:34
    Hi @SSmith-Money Thank you for reaching out! If you have a Enterprise account you can create notification profiles so that should be...
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