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ABrazCosta on July 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 read more
0 upvote
7 Replies
Top Contributor | Partner
July 15, 2024 00:35
Hey @ABrazCosta It is not recommended to use personalization tokens in sequences that are added by workflows. Here's why: Placeholder more
McBainKD on July 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 read more
1 upvote
3 Replies
Guide | Gold Partner
July 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 more
APremi on July 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 read more
0 upvote
4 Replies
July 11, 2024 09:00
This is shown as error: Error handling response: TypeError: Cannot destructure property 'enabled' of 'undefined' as it is undefined. at more
MHarding27 on July 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 upvote
2 Replies
Thought Leader | Platinum Partner
July 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 more
MHarding27 on July 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 upvote
2 Replies
Thought Leader | Platinum Partner
July 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 more
orobins on July 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?
Top Contributor
July 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 more
MariaWL on July 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 read more
0 upvote
2 Replies
Participant | Elite Partner
July 03, 2024 04:15
Thanks @karstenkoehler , that's what I thought, just hoped I was missing something. We're several people who are very sure those properties were more
KamakshiBhakuni on July 02, 2024
We configured the chabot in our Knowledge base website but the searches were wide and it didnt show up the correct articles, so we were just trying the AI chatbot. The AI chabot does not show realistic content from the knowledge base in couple of ca read more
1 upvote
3 Replies
Thought Leader | Platinum Partner
July 04, 2024 10:14
Hey @KamakshiBhakuni can you check the content that its been used for the Knowledge base? Go to the AI Chatboot > Knowledge base and more
JParker49 on July 02, 2024
I changed a Enterprise Goal for 2024 Fiscal Year Goal Forecast pipeline from Enterprise to Opportunity and now when I look at the Enterprise team forecasts the month goal numbers are gone. How can I keep the goal revenue for each rep by month when read more
1 upvote
1 Reply
Top Contributor
July 02, 2024 12:24
Hi @JParker49 HubSpot's goal forecasting tool has a limitation that prevents direct transfer of revenue goals between pipelines when more
MarketFit on July 02, 2024
Hey Hubspot Gurus, Starting point: I have an existing Sequence, where one of the emails is set to launch automatically. Question: How do I change the email from Automatic to Manual? Thanks
0 upvote
2 Replies
Accepted solution
July 02, 2024 06:35
That's what I suspected, but was hoping for a clever workaround. Thanks for the help.
MTekautschitz on July 02, 2024
Hi, We've been running a meeting link embed on a thank you page using Webflow. Recently the embed has stopped working and is only blank. The embed worked previously, nothing was changed from our side since then. I can't find any issues in We read more
0 upvote
3 Replies
Accepted solution
Key Advisor | Partner
July 02, 2024 07:10
Hey @MTekautschitz I'm seeing an error for the meeting embed on your page: MeetingsEmbedCode.js:1 Mixed Content: The page at ' more
SCarpenter5 on July 01, 2024
Our business has multiple consultants with at least 24 different meeting types that i have been creating in the Custom Scheduler tool to build out a process for each of the consultants. Our process requires our students to go through different meet read more
0 upvote
1 Reply
Hall of Famer | Partner
July 02, 2024 00:24
Hi @SCarpenter5 , As far as I know, no, this is currently not possible. Essentially what you're asking for is that meeting support more
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