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adamlfoster on January 27, 2023
Is there any way I can automatically delete all call recordings after 72 hours?
0 upvote
1 Reply
Hall of Famer | Partner
January 29, 2023 21:34
Hi @adamlfoster , There currently don't seem to be any out of the box settings for this ( Settings > Calling ) and it's not possible to s...read more
STanveer on January 26, 2023
I need to make the following workflows: 1) When two deals are moved to closed won, the contact lifecycle stage is changed to Evangelist 2) Update Deal Name in the format {Amount} - {Contact First Name} {Contact Last Name} whenever the deal is read more
0 upvote
2 Replies
Member
January 26, 2023 21:05
Thakyou friend, I shall try to implement this
Solved
MCoughlan6 on January 24, 2023
Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal. If it helps to exp read more
0 upvote
3 Replies
Accepted Solution
January 24, 2023 06:39
Hi @MCoughlan6 You'd simply add and "AND" rule to the enrolment trigger and make it a line item property. There are a couple of ...read more
CdeKermenguy5 on January 24, 2023
Hello, we tried 3 times to connect whatsapp to Hubspot thanks to the new native integration, but each time, we get this message after completeing all the steps (we well received the 6 digits code through the phone number we linked) Any idea read more
2 upvotes
1 Reply
Thought Leader | Elite Partner
January 24, 2023 05:43
@CdeKermenguy5 I haven't seen this error, but between HubSpot Support and support at WhatsApp, that's where I'd start. It seems that your HubID isn...read more
onvista on January 23, 2023
How to calculate a Deals' monthly and annual recurring revenue based on its associated line items? We are using a workflow to bulk convert custom objects (Subscription objects) into deals. In the process, we assign a line item to each deal bei read more
0 upvote
1 Reply
Community Manager
January 23, 2023 15:35
Hello @onvista , thank you for providing screenshots and extra information! I would like to invite our top experts to this conversation @impulsekri...read more
PawsTeam on January 23, 2023
Hi there, I am looking to create a report tracking the conversion rate for each of the team, based on the average amount of times contacts are called before they become a won deal. What is the best approach for this?
0 upvote
1 Reply
Hall of Famer | Partner
January 23, 2023 10:02
Hi @PawsTeam , Unfortunately there isn't an out of the box solution for this. The general approach here would be to set up a Number of ...read more
EGillaspy on January 18, 2023
What if you haven't sent any emails or started the sequence, but you realize you want to change the first email template. Can you either: Change the first email template in the sequence OR Clone the sequence, change the first email template, t read more
0 upvote
1 Reply
Community Manager
January 19, 2023 10:20
Hi @EGillaspy , hope you are doing well. Since you haven't sent any emails or started the sequence, I will use the second option, to make sure...read more
SRayment on January 18, 2023
The custom object tool is fabulous and it would be great if it could be placed somewhere other than the contacts drop down. Ours, for example, is more applicable to sales or even reporting. Hoping this feature is updated
0 upvote
2 Replies
Participant
January 18, 2023 14:18
Thanks so much!
SHinojosa3 on January 17, 2023
Is there a way to see how many deals were merged in a particular month? We are working on a report to track all our deals each month and would like to know how many of those deals were merged. Thanks for any help you can provide.
0 upvote
2 Replies
Participant
January 21, 2023 11:53
Hi, Thank you so much for the input. Unfortunately, when we tested it out with HubSpot. This workaround did not work. It will not capture merged ...read more
Solved
EvelynC on January 17, 2023
Is there an option or a workaround to display availability of a fixed, required team member and any of the selected team members? Or is there any meeting scheduling tool on the market that can achieve this goal? Thanks.
Accepted Solution
Hall of Famer | Partner
January 17, 2023 21:53
Hi @EvelynC , Do you mean that for any meeting booked through a round robin meeting link, the booked meeting should always include one specifi...read more
Solved
BCole1 on January 17, 2023
When sending out a recent sequence, we experienced the issue of the majority of the recipients becoming an error status in step 1. (We enrolled 423 contacts, and 377 of those came as an error) When investigating, it displays that we reached the send read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 17, 2023 10:39
It indeed looks like it, @BCole1 . In that case, you can find your rate limits in the article. HubSpot can't do anything about those, unfortunately....read more
CAw on January 17, 2023
Hi, We have customized a quote template that some of the content are synced from the properties that were being filled in a custom object. But sometimes there are 10-15 mins delay on the delivery. May I know how can i solve it?
0 upvote
2 Replies
CAw
Member
January 18, 2023 18:59
Hi, The same happened today. Please see the screenshots below as one of the example we just faced. The upper image is the customized quote. The "M...read more
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