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SCoveney on September 30, 2022
When entering a new contact, I select the Lifecycle Stage. At that point a new company is also created but doesn't pull the same lifecycle stage as I just entered in the new contact. There needs to be an automatic flow of information here - read more
2 upvotes
1 Reply
Guide | Platinum Partner
September 30, 2022 11:19
Hey @SCoveney , thanks for reaching out! That's right — the default HubSpot sync option will pass the Lifecycle stage value from a company t...read more
Solved
dmattauch on September 29, 2022
Is there any way to launch a sequence in a response of emails vs creating a new thread of emails? Let's say someone sends me an email, and i want to send the response as a sequence : email 1, email 2 if no response, etc.. Any way of doing so read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 29, 2022 21:59
Hi @dmattauch , Replying with a sequence is currently not possible, see here: https://community.hubspot.com/t5/HubSpot-Ideas/Start-sequence-f...read more
PStruckmann on September 29, 2022
Dear All, we managed to import a test file with a deal and two associated line items in a multi object , multi file import . it is nowhere in the documentation or forum made clear how to imnport an associated contact with it at the same time . read more
0 upvote
1 Reply
Participant
September 29, 2022 11:58
@PStruckmann If I understand the use case correctly I think the following would solve: You would essentially need two imports if you were to do ...read more
Solved
SComeau on September 28, 2022
We have a lot of prospects that live in Florida and we are hoping we can "Pause" their sequence during the hurricaine. Is it possible to use a workflow to do this? Will it work correctly? Contact Workflow>Contact State is Florida>Now in Seque read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 28, 2022 12:59
Hi @SComeau , Unfortunately this workflow solution won't work – as far as I know, it's not possible to pause a sequence for contacts via workf...read more
Solved
NDemetri on September 27, 2022
Hello, I am trying to duplicate deals using the deal duplicator tool, when I create the deal and put it into the new pipeline that has been created, the deal probability does not match up with the deal stage that is assigned to it. I have che read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Elite Partner
September 27, 2022 06:19
@NDemetri is this the integration from instrumental.net? That's the only Deal Duplicator I see in HubSpot. I've not used that integration, so I'd r...read more
AdamSand on September 22, 2022
Can a Deal property be referenced in any way to define a number of product line items to be included on a quote? Currently we sell implementation of a Software called SumoQuote - a CPQ software that allows us to define the quantities of a dea read more
0 upvote
1 Reply
Community Manager
September 23, 2022 07:51
Hi @AdamSand , Thank you for reaching out to the Community! I wanted to ask a couple of automation experts for advice: hi @himan...read more
Solved
sberry11 on September 21, 2022
Our chat is working fine. I have 3 salespeople on the team to receive the chats. Even when multiple of them are marked as available it is always assigned to the same salesperson. So only one salesperson gets alerted and assigned of the new chat. I'd read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Partner
September 21, 2022 18:38
Hi @sberry11 Happy to help! There isn't a round robin option for assigning chats. According to this article , they are assigned randomly or based...read more
Solved
KBujaidar on September 21, 2022
Hi, I am trying to change my closed lost reason from a textbox to a dropdown selection, but I am having issues. Hubspot is telling me there are 158 deals using this property so I can't edit it until the deals are removed, but these deals are not sho read more
0 upvote
21 Replies
Accepted Solution
Recognized Expert | Partner
September 26, 2022 10:47
Ah ha! We've found them @KBujaidar ! This is great, you might need to do an export with all properties (not just those in view) and then you can i...read more
Solved
KLake on September 21, 2022
Good Evening All, I am trying to obtain a visitors telephone number using the chat bot for my website, I've followed the guide here . However, when I go to Conversations > Chatflows then click Edit, I don't see the + icon it shows on k read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2022 11:10
Hi @KLake , If you want to create a chat bot , then you need to navigate to Menu > Conversations > Chatflows > Create chatflow...read more
Solved
EwanWhoseArmy on September 21, 2022
It would really help if there was a Next button for outbound calling through a List to avoid having to press back and then find the next record. The other option is to go through Tasks but then it's impossible to ringfence a certain list that w read more
2 upvotes
6 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2022 03:42
Hi @EwanWhoseArmy , As you mentioned, task queues would be an option here. Have you considered creating tasks from the contact index page ( ...read more
Solved
H_kr on September 19, 2022
I had changed settings in the general tab, changed account defaults in general, and user defaults both to India but when it comes to calling it is showing the wrong country code. Our team project is starting tomorrow and we are facing this kind o read more
1 upvote
2 Replies
Accepted Solution
Guide
September 19, 2022 11:50
Hello @H_kr , If I am not wrong this query is already submitted in the ideas section - https://community.hubspot.com/t5/HubSpot-Ideas/Custom...read more
Solved
Clwagner on September 19, 2022
Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. Here is the scenario in detail: We are running a campaign that pushes contacts to a landing page where the read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 19, 2022 06:31
Hi @Clwagner , When a contact unsubscribes, this " indicates that the current email address has opted out of all email from the account ", ...read more
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