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NDemetri on September 27, 2022
Deal Duplicator - Deal Probability
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
Reply Sales
0 upvote
1 Reply
danmoyle
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
Product Quantity Property - dictate # of products on a Quote
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
Reply Enterprise
0 upvote
1 Reply
MiaSrebrnjak
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
Chat not rotating which sales person is assigned
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
Reply Chat
0 upvote
2 Replies
Accepted Solution
Jnix284
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
KBujaidar on September 21, 2022
Ghost Deals
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
Reply
0 upvote
9 Replies
Jnix284
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
Chatbot Telephone Capture
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
Reply
0 upvote
1 Reply
Accepted Solution
karstenkoehler
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
EwanWhoseArmy on September 21, 2022
Next button for Lists
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
Reply
2 upvotes
6 Replies
danmoyle
Recognized Expert | Elite Partner
September 21, 2022 05:30
+1 for task queues and managing them by day and time.
H_kr on September 19, 2022
Reflecting wrong Country code in mobile
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
Reply Free
1 upvote
2 Replies
TiphaineCuisset
Community Manager
September 20, 2022 06:18
Hi @SNigam Thanks for the ping ! @H_kr Could you clarify exactly what steps you're taking to get to this screenshot, I cannot find it? Are ...read more
Clwagner on September 19, 2022
Enrolling Unsubscribed Contact in Sales Sequence
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
Reply Enterprise
1 upvote
1 Reply
karstenkoehler
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
Solved
VeronikaSit on September 14, 2022
Format dates on quote
Hi there. I fail to find any documentation / guidance whether you can customize the format of dates on a quote. Our company sells to german market and german format of a date is DD.MM.YYYY. Despite german date and number settings under Profile &a read more
Reply Enterprise
0 upvote
2 Replies
Accepted Solution
kvonloesecke
Community Manager
September 15, 2022 12:49
Hi @VeronikaSit , Thank you for reaching out to the Community! I apologize for any business impact and frustration this may have caused. ...read more
Solved
CONeill7 on September 14, 2022
Deal Card Automation
Hey, We use Calendly as our scheduler but haven't been able to get our "date demo booked for" to automatically be populated in hubspot when a deal is created. We have the Calendly - Hubspot integration active, is there a way for this to happ read more
Reply Professional
0 upvote
3 Replies
Accepted Solution
jolle
Top Contributor | Platinum Partner
September 15, 2022 05:41
@CONeill7 of course! Very good point on limiting the number of meetings booked per day. As far as I know, that sadly isn't a HubSpot Meetings featu...read more
Solved
JPhillips0 on September 05, 2022
Exclude previously enrolled contacts from different sequences
We are looking to ensure that a sequence excludes contacts we have previously enrolled into another sequence. Essentially we are trying to prevent contacts that may overlap on lists being sent duplicate email. What is the best way to set up a rule read more
Reply Email Marketing Sequences Workflows
2 upvotes
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 06, 2022 21:52
Hi @JPhillips0 , I see two aspects of your question, preventing contacts from being enrolled in multiple sequences at the same time and contac...read more
Thomas_Carlsen on September 05, 2022
Send E-mail/Whatsapp to lead X. min prior to a meeting
More than 50% of our demos end up in no-show. So I am trying to reate a workflow that enables me to send an e-mail/whatsapp x min. prior to a meeting. How would you solve that?
Reply Meetings
0 upvote
4 Replies
Jnix284
Recognized Expert | Partner
September 22, 2022 10:17
@Thomas_Carlsen I think you would have to find a developer to create a custom integration and workflow, there isn't anything out of the box that wo...read more
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