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DBusch le Avril 18, 2024
Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi Lire la suite
0 Mention J'aime
5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 18, 2024 05:43
@DBusch this is what I'd do: This still leaves a small gap when an association label is removed from a contact - in that case, the ...Lire la suite
Résolues
AQuinn19 le Avril 17, 2024
Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn Lire la suite
1 Mention J'aime
4 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 17, 2024 08:55
@AQuinn19 that won't work, I'm afraid. There isn't any way to reference an open from an email in a specific email, at least none that I'm aware of....Lire la suite
PSingh842 le Avril 16, 2024
Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF
1 Mention J'aime
3 Réponses
Leader d'opinion | Partenaire solutions Platinum
Avril 17, 2024 08:08
Hey @PSingh842 IT depends on how the template its built just check that the Headline lines rows are visible and that appear before each prod...Lire la suite
jayfeitlinger le Avril 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 Lire la suite
1 Mention J'aime
2 Réponses
Membre irremplaçable | Partenaire solutions Elite
Avril 15, 2024 07:41
@BérangèreL @jayfeitlinger I think it would be nice to have meeting templates that could be configured in the account and make it easier to creat...Lire la suite
MMatschke le Avril 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 Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Avril 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...Lire la suite
Jes2 le Avril 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, Lire la suite
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14 Réponses
Membre
Avril 12, 2024 17:33
@RSchweighart I'll proceed to reach out to HubSpot support. Thank you for all the help!
Résolues
HSmith90 le Avril 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 Lire la suite
1 Mention J'aime
2 Réponses
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Avril 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 ...Lire la suite
Résolues
BRoiall le Avril 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 Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Avril 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...Lire la suite
Résolues
KMcKenz le Avril 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 Lire la suite
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3 Réponses
Accepted Solution
Participant
Avril 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 ...Lire la suite
Résolues
Feh le Avril 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 Lire la suite
0 Mention J'aime
1 Réponse
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Avril 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...Lire la suite
Résolues
MHallman4 le Avril 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.
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9 Réponses
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Avril 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 ...Lire la suite
Résolues
lmustre le Avril 05, 2024
Hi, Is there a way to connect my dripify account to hubspot? Thanks
0 Mention J'aime
1 Réponse
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Avril 05, 2024 07:46
Hi @lmustre yes, you can connect dripify to HubSpot using Zapier :
annuler
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