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jayfeitlinger on April 12, 2024
Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi read more
0 upvote
0 Reply
MMatschke on April 12, 2024
With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the read more
0 upvote
1 Reply
Community Manager
April 12, 2024 19:36
Hey @MMatschke thank you for reaching out. In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...read more
Jes2 on April 11, 2024
Hello, Was there a recent update that causes Close Dates to be automatically removed when the HubSpot Deal Stages are updated? My team started to experience this issue last week. Specifically when Deals are updated to the 'Qualified' stage, read more
0 upvote
14 Replies
Member
April 12, 2024 17:33
@RSchweighart I'll proceed to reach out to HubSpot support. Thank you for all the help!
Solved
HSmith90 on April 11, 2024
Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
April 11, 2024 06:41
Hey @HSmith90 this is the standard way of working for the reschedule option why? because as the contact has already completed the information ...read more
Solved
BRoiall on April 10, 2024
It'd be useful to have in the lead prospecting space, the ability to add a column for original source of lead or drilldown. Also would be useful to have that on the lead contact when reviewing the contact without having to go into the contact reco read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 11, 2024 00:13
Hi @BRoiall , This is unfortunately not possible at this stage. You can however request this here: https://community.hubspot.com/t5/HubSpot-I...read more
Solved
KMcKenz on April 09, 2024
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more
0 upvote
3 Replies
Accepted Solution
Participant
April 10, 2024 09:18
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...read more
Solved
Feh on April 05, 2024
Hello, I have the hubspot free account and would like to use the meeting scheduler. However, the software is not letting me set it up. My calendar is linked and is syncing. But the "get started" link on the meetings page is not clickable. Can so read more
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
April 05, 2024 20:05
Hi @Feh happy to help, a few things to check: 1 - Settings > General - do you have Meeting Scheduling Pages turned on? Have you co...read more
Solved
MHallman4 on April 05, 2024
I"m having trouble with my email signature. I upload a picture to Hubspot of my company logo, tried it with .png, .jpg, and .jpeg file types and it always comes across in people's emails as a link.
0 upvote
9 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 10, 2024 09:20
Thanks for the link @MHallman4 , it looks like the file is set to public and opens properly. When you open your signature, in the upper right ...read more
Solved
lmustre on April 05, 2024
Hi, Is there a way to connect my dripify account to hubspot? Thanks
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
April 05, 2024 07:46
Hi @lmustre yes, you can connect dripify to HubSpot using Zapier :
MJMacpherson on April 04, 2024
I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale read more
0 upvote
5 Replies
Most Valuable Member | Elite Partner
April 10, 2024 16:36
+1 for Ops Hub 😉
Brederduurzamen on April 04, 2024
We are just getting started with Hubspot and aren't able to create payment links with iDeal. We implemented Stripe and Hubspot but can only create payment links with creditcard. In the Netherlands we don't really use creditcards. Can anyone guide me read more
0 upvote
1 Reply
Community Manager
April 04, 2024 19:04
Hi @Brederduurzamen , thank you for posting in our Community! Are you currently following the steps provided here ? If you have an existin...read more
Solved
SamiaMatos on April 03, 2024
Olá. Estou encontrando dificuldades com os anexos nas tarefas. O mesmo se encontra anexado, mas o vendedor não consegue visualizá-lo e quando o vendedor anexa, eu não tenho sucesso na visualização. read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
April 10, 2024 16:24
hahaha acontece, @SamiaMatos . Que bom que já descobriu. Importante lembrar que as tarefas podem ser criadas dentro de empresas, negóc...read more
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