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YoelBA-GDS en Julio 19, 2024
I'm not hopeful but I have to ask! 🙄 Is there away to change a Product property with a Workflow?
1 Me gusta
2 Respuestas
Líder intelectual | Partner nivel Platinum
Julio 19, 2024 09:16
Hey @YoelBA-GDS this can be donde via Workflows but with a Custom code action (not the standard way). What 'd be your use case exactly? i...Leer más
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Jenny26 en Julio 17, 2024
Hi all, Sometimes when our staff uses a sequence to send an email to a lead the email doesn't associate to the Deal record even though the contact receiving the email is associated to the deal. Any ideas on why this is happening? It's causing c Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Platinum
Julio 17, 2024 16:08
Hi @Jenny26 , By default sequences only associate with contacts, not deals. I know it's probably a hassle to jump between record types, but yo...Leer más
KAli76 en Julio 17, 2024
Hi, When checking an email I've sent to a prospect, I get notified that they've viewed it when it's me. I do not wish to hide my IP address, etc, to resolve this issue as it's a HubSpot problem, not a me problem. There is no option that I can se Leer más
0 Me gusta
2 Respuestas
Miembro del salón de la fama | Partner
Julio 17, 2024 09:37
Hi @KAli76 , These self-open email notifications can be prevented by following these steps: https://knowledge.hubspot.com/connected-email/blo...Leer más
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Jhonmicken en Julio 16, 2024
Hey Folks! I have just started using the CRM and I am trying to build out my sales process for better results but I am on free CRM so my question right now is, is there any way I can automatically update my lifecycle stages in HubSpot?
1 Me gusta
4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 16, 2024 11:49
Hi @Jhonmicken , Under Settings > Objects > Contacts > Lifecycle stage, you can specify basic rules for lifecycle stage automation: ...Leer más
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ABrazCosta en Julio 12, 2024
Hi there, I created a workflow to enroll contacts to a sequence. But I've heard from some HS users that it is no appropriate if I'm using personalization tokens. I tested and it worked, but I am concerned. Is it safe to use a workflow to enroll Leer más
0 Me gusta
7 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 13, 2024 01:20
Hi @ABrazCosta , Personalization should work fine. There are however things to keep in mind: Make sure the sequence emails don't contain a...Leer más
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McBainKD en Julio 12, 2024
Hey all, I'm looking to turn a custom property called "Pricing Description" into a list or bulleted items to display instead of a block of test. I'm not sure how to do this but I imagine it has to do with the CMS/CSS Editor for the Quote Tem Leer más
1 Me gusta
4 Respuestas
Solución Aceptada
Guía | Partner nivel Gold
Julio 15, 2024 04:06
Hi Kevin, You can create a Product Rich Text property to format lists. To display this on your quote will require a custom theme and line...Leer más
APremi en Julio 11, 2024
Hi, I'm facing a hiccup is just being able to import Hubspot a CSV which has record IDs for Deals and Contacts in order to associate the Deals and Contacts. I've tried all permutations. My use case goes like this: I have a lot of Deals coming to Leer más
0 Me gusta
4 Respuestas
Miembro
Julio 11, 2024 09:00
This is shown as error: Error handling response: TypeError: Cannot destructure property 'enabled' of 'undefined' as it is undefined. at chrome-...Leer más
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MHarding27 en Julio 10, 2024
Hi, We work specifically off deals created in our CRM, is there a way for deals we have given a specific property to be the deals that enter the view on prospecting instead of the 'leads' in there currently?
1 Me gusta
2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Julio 10, 2024 07:44
Hey @MHarding27 so the prospecting workspace is a specific pipeline create for LEAD object and this cannot be change. If you want to work ov...Leer más
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MHarding27 en Julio 10, 2024
Hi, I'm trying to add members of my team to the Prospecting tool. I can't see a way to change this so additional members have the ability to access a dashboard on Prospecting.
1 Me gusta
2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Julio 10, 2024 07:35
Hey @MHarding27 if you want the team to start working on the prospecting tool you need to: - assign a paid seat to those users - turn on the...Leer más
SHansson en Julio 09, 2024
0 Me gusta
2 Respuestas
Participante
Julio 19, 2024 16:29
Hey @SHansson , As was stated above, HubSpot allows you to only manually merge deals at this time, unless you want to do it through the API. Ho...Leer más
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orobins en Julio 05, 2024
Has anyone found a way to stop lead object being moved to the 'connected' stage when a contact replies with an out of office email or other automatic reply?
Solución Aceptada
Guía
Julio 05, 2024 11:33
Hi @orobins Since we don’t have native capability to handle out-of-office, try other possibilities by creating lead qualification rules will...Leer más
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MariaWL en Julio 03, 2024
Hi guys, we've begun rolling out the "Leads" object, and I've encountered a challenge that I hope the community can help me solve. When the Lead object was launched in beta, I could have sworn there were properties for "time entered" and "time exi Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 03, 2024 04:07
Hi @MariaWL , You're correct – these properties currently do not exist. (I'm not sure if they did but either way that doesn't change the statu...Leer más
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