We're trying to create a method of scheduling meetings at tradeshows while using a single calendar (mine) that is synced to my Meeting Scheduler tool. Here's what we need: 1. All time slots during the tradeshow dates/times that are setup should ALW 続きを読む
Hi All, Very quick one, I was wondering if there is an audit log of who created templates in Hubspot. One of our SDRs has been made Template owner however they are adamant they haven't created any and just need to know who has created them and p 続きを読む
Hi everyone, I would like to know if it's possible to: Set a default value for the "Billing Start Date" property in the line item editor. Our contracts always start on the first day of the next month so it would be great that this field is pop 続きを読む
Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed.
Here is our my specific use case. In associated line items on a deal, there is a 続きを読む
Hey @sboerstler
if you think that this would be a good idea for the product team to improve how Deals and Products work together, you can post t...続きを読む
In Deals, I find the "View Property History" in the 'Actions' dropdown quite useful. Particularly because it has a search box. When I put in Deal Stages in the search, it shows all the transitions with the dates. Nice. However, when my deals 続きを読む
Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if 続きを読む
@Jonno_Price @BérangèreL Thank you so much for responding. The issue that I am seeing is, if there is more than 1 deal open at a time or if a pot...続きを読む
I want to create a workflow for a specific type of automatic email reply. So, I get intro'd to a client from another individual, let's call him John. I want to automatically reply to the client with an email template I've created. How do I do that? 続きを読む
@karstenkoehler How would I rigger a contact based workflow off an associated conversation? I need help with doing that. Would I have to create a ...続きを読む
Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than 続きを読む
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c 続きを読む
I created a meeting but forgot to add a Zoom link and two other attendees. How do I edit the meeting to include the Zoom link? The meeting has already been accepted. Please note, that the attendees are not in Hubspot but are outsiders.
We have a ticket that we use the API to add tasks to between 20-50 times a day. Over the last few days not all tasks have been displaying. As I scroll sometimes they load at the top (where they should have been to begin with), other times they 続きを読む