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Solved
Ilise on June 18, 2025
Loving the new product update with Sales Workspace Daily Digest notifications! It would be great if all meetings on my calendar could be included - otherwise, I'm only receiving a heads up on meetings organized by me.
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 18, 2025 12:32
Hi @Ilise , The best place for these kinds if requests is the ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ide...read more
Solved
MAregger1 on June 18, 2025
Hi, Any hacks, workaround ideas or else on how I can enroll a contact in multiple sequences to manage and automate quote follow-up if I have contacts that order / request often and buying cycles can take half a year? The obvious choice would read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 18, 2025 07:43
Hi @MAregger1 , Aside from breaking longer sequence into shorter ones so they don't conflict – no. Contacts can only be enrolled in one sequen...read more
MReis12 on June 16, 2025
We’re building an internal workflow where reps submit a few basic deal details via form or chat interface. Then, the system either: Prompts follow-up questions , or Parses free-text input into structured HubSpot deal and company records. read more
0 upvote
1 Reply
Community Manager
June 17, 2025 07:55
Hi @MReis12 , Thanks for reaching out to the Community! Let's consult with some of our experts to find out if they have dealt with a c...read more
Solved
KDTornea on June 16, 2025
Hi! I have a question, has anyone had experience integrating HubSpot with quoting tool ‘IT Quoter’, especially for quote generation and order fulfilment? ITQuoter | Landing Page Thanks!
0 upvote
3 Replies
Accepted solution
Top Contributor
June 16, 2025 10:02
@KDTornea I feel you—quoting and fulfilment get messy fast when the sales stack grows. From what I know, IT Quoter already ships a native HubSpot...read more
Solved
FBayet on June 16, 2025
We are a membership based organisation and offer memberships to companies. However we deal with a contact at each of these companies (many have multiple contacts) I need some advice or guidance on: How best to connect a company with the contacts read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 16, 2025 03:55
Hi @FBayet , Happy to help here! How best to connect a company with the contacts : https://knowledge.hubspot.com/records/associate-rec...read more
FBayet on June 16, 2025
A bit of a complex query, however I am after some good learning video'r or guides to help me navigate better understanding: how to use your inbox from Hubspot when you have connected it (so working from within HubSpot) How leads and the lead pipe read more
0 upvote
4 Replies
Hall of Famer | Partner
June 16, 2025 04:23
@ArisudanTiwari thank you for asking. Here is the link to the guidlines: https://community.hubspot.com/t5/Getting-Started-on-the-Community/HubSpot...read more
AtomicGlue on June 13, 2025
Our domain name was previously associated with another company by a different name and when sales people generate proposals for us using HubSpot, the company name is auto-filing to the old company name. I'm constantly having to correct the salespers read more
0 upvote
3 Replies
Hall of Famer | Partner
June 13, 2025 15:52
@AtomicGlue for one, I think it speaks about the diligence of your vendors if they can't get your address right 😄 Yes, HubSpot prepopulates this...read more
Solved
awcw on June 12, 2025
How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 13, 2025 00:01
Hi @awcw , These risks relate to, comparably broadly, " potential areas of concern to focus on such as a decrease in deal score, uncertainty f...read more
Solved
erlichbachman on June 11, 2025
How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Selec read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 12, 2025 05:31
Hi @erlichbachman , While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach...read more
Solved
RTayler on June 10, 2025
Im new to Hubspot and we are evaluating the product for upgrade and support potential and after setting this up, my summary Deal page for each opportunity lost all of its content (below the line on the left). I have found the fields that were read more
0 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
June 10, 2025 07:34
Hey @RTayler someone within the portal must have deleted the card displayed with the properties. You can recreate this through your portal's settin...read more
Solved
DAdler5 on June 05, 2025
Every time I export data from the Deals section it excludes the company field and the contact field. I have tried ticking a few different boxes when selecting what data to export but that info still does not appear. Even when those columns are prese read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 05, 2025 06:26
Hi @DAdler5 , To include company and contact field when exporting Deals from HubSpot, make sure to click Export > Customize. Under Propertie...read more
Solved
KS90 on June 03, 2025
Hello, I am running into a slight issue. I have created a workflow to make it easier for the sales team to create contacts on the go all at once when they create a new company. Store Owners Name and Email address as properties on the company are read more
0 upvote
2 Replies
Accepted solution
Member
June 03, 2025 14:14
Thanks Frank, Actually gave me an idea. So I did your suggestion with a Branch for if the email is know vs unknown. Then created a seperate work...read more
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