Sales Hub Tools

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
田島 on October 11, 2024
Zoomと連携させ、日程調整ツールでZoomを利用したいと考えております。 ただ、ミーティングの方法(場所)で「Zoom」を選択すると毎回のミーティングで会議URLが変化してしまいます。 会議URLに固定のURLを設定する方法をご教示いただけますと幸いです。 なお、Zoomは「Workplace plo」を利用しております。 どうぞよろしくお願いいたします。
0 upvote
1 Reply
Hall of Famer | Partner
October 11, 2024 03:03
@田島 良い一日だった、 解決策を見つける前に、あなたが説明した要件に挑戦させてください: 各ミーティングで全く同じURLを使用すると、異なる潜在顧客とのミーティングが連続して行われる場合、グループが重複する可能性があります。例えば、潜在顧客Aとのミーティングがあり、彼らはまだミーティング中だ...read more
Solved
DKahlon on October 10, 2024
I've noticed that the service object is missing from the index page, and currently, we can't perform automation actions for it. It would be incredibly helpful to have the service object read more
0 upvote
5 Replies
Accepted solution
Top Contributor | Platinum Partner
October 11, 2024 15:01
Hey @DKahlon ! A while ago HubSpot refreshed their platform, removing the original Sales, Marketing, and Service tabs from the menu.   Instead o...read more
Solved
heatherlodge on October 08, 2024
I have a round robin meeting scheduler with 5 members. Is it possible to set it so that one of those people gets 65% of the meetings and the other 4 people get the remaining 35%? I've attempted to achieve this through a workflow, but it only allows read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 14:47
Hi @heatherlodge , This is already possible albeit a bit hidden under Settings > Meetings > Meeting Rotations 🙂 Meeting...read more
Solved
03442 on October 08, 2024
Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 12:15
Hi @03442 , If the deal is created via workflow, it's likely a simple matter: In your workflow, before the deal creation, add a five minut...read more
BrightBull on October 06, 2024
Hello community, I wanted to get your views on this. We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items. The goal is to restrict users from editing or addi read more
1 upvote
2 Replies
Guide | Elite Partner
October 07, 2024 06:23
@BrightBull - The three solutions are good, the top two would take very little time to implement. What is your specific ask here? How to implement ...read more
Solved
LCárcamo on October 04, 2024
I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (fir read more
1 upvote
7 Replies
Accepted solution
Guide | Elite Partner
October 07, 2024 06:32
@LCárcamo - A work around here is to build a custom report using 'Leads' as the data source and export this, you could even schedule this to send r...read more
Solved
Wijtmans on October 04, 2024
Hi everyone, We are currently revamping our deal page to streamline the creation and tracking of deals/pitches made/sent. I saw a new (to me) feature called 'deal tags'. Nice feature to add colour coded tags to your deals. I played around wi read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 04, 2024 08:34
Hi @Wijtmans , This requires an additional custom property and/or additional workflow, it's not possible (at least yet) to set this up directl...read more
Solved
SDay29 on October 03, 2024
Hello, Is there any way to do an uneven percentage split test within a HubSpot workflow? For example, I have a control treatment that I'd like 75% of contacts to receive and a test treatment that I'd like to send to the remaining 25%. Can this read more
2 upvotes
5 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2024 15:19
Hi @SDay29 , If you're okay with manually running the test analysis and comparing results, you can create a branch in your workflow based on a...read more
Solved
GPFlores15 on October 03, 2024
We are looking to see if it is possible for a quote to be generated and sent to a customer when a deal hits a specific stage or if, for example, the deal hits a milestone like 90 days prior to the expected closed date. This particular use case read more
1 upvote
1 Reply
Accepted solution
Guide | Elite Partner
October 03, 2024 12:54
Hi @GPFlores15 , I do not believe you would be able to generate the workflow through automation, I believe the workflow would have to be man...read more
Solved
GreenIguana on October 02, 2024
Hi, Is there a way to track whether a user has selected a meeting time in a HubSpot form iframe, preferably by listening for existing messages or by making other changes only to target site's source code? If achieving the above is not possible, is read more
1 upvote
3 Replies
Accepted solution
Guide | Elite Partner
October 03, 2024 17:54
@GreenIguana , I do not believe that this is possible in HubSpot. It would be cool to see, I would suggest using the HubSpot Ideas Foum to...read more
Solved
Dim1 on October 01, 2024
I was wondering if someone had a workaround to achieve the following: Part of our deal pipeline is a deposit stage . To work past this stage, two files are required . When these files are read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 00:50
Hi @Dim1 , This is correct and, it seems, currently expected behavior, see also these two thread: https://community.hubspot.com/t5/CMS-De...read more
Solved
ERejto on October 01, 2024
Hi, I'd like to use the meeting scheduler functionality to see when a specific team member is available. When my BDRs reach out to leads, they aim to book a meeting for the sales rep. This means they need to suggest some times that Sales Rep is av read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 00:11
Hi @ERejto , As of now, proposed times only work for the calendar of the user who is making the proposal: https://knowledge.hubspot.com/meeti...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.