HubSpot friends I need some insights in regards of meeting links. I have created a meeting link while connecting 2 calendars: - My personal one (that has some time slots blocked off) - A separate one (that one is still empty meaning I'm availa Beitrag ansehen
Hi @Poki
HubSpot's meeting tool, like many others, works based of free/busy information of the meetings in your calendar. Based on what you ...Beitrag ansehen
I am able to begin the Task creation process, but the "Create Task" button is greyed out. Do you have any idea how I can add follow-up tasks for myself or others for Deals?
Hi @ZRosa ,
Can you share a screenshot of what you see when you move your mouse over the 'Create task' button? Is there a notice / explanation...Beitrag ansehen
Hello. Over the past year, I have created "pipeline" in Marketing Hub for hiring 1099 independent contractors. As we didn't have Sales Hub at the time, we created a custom property (Driver Status), in which each value was a "stage" in the hiring pro Beitrag ansehen
Hi @DSnyderEnvoy ! Welcome to the Community-- happy to have you here 😊
I understand you have historical data of a custom deal stage prop...Beitrag ansehen
Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” Beitrag ansehen
@Szymon_Rogozik you should be able to work around this with two workflows that are identical to except for two aspects:
Workflow one sets a cus...Beitrag ansehen
The old Prospecting tool used to show the form that the person had submitted on our website. That data is now gone. So in the Sales/Leads I can no longer see what the person requested without going to their individual record and navigating away from Beitrag ansehen
Hey @LOConnell3 , Happy Monday!
I understand how important it is to have form submission details visible in the Sales/Leads view.
Cur...Beitrag ansehen
Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.
Hi @ISmolin ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.co...Beitrag ansehen
Hello! I have been trying to bulk amend the due date and task title on 13 tasks in the free version of Hubspot. It does do it, but when I then access my task list either in 'all' or 'upcoming'. the tasks have reverted to what they were before. Beitrag ansehen
Hi, currently when you set up a group meeting you are able to select your time zone so as when the recipent of the link receives it they are able to choice a time (based on their own time zone set by their web browser). Now, lets say you are setting Beitrag ansehen
Hi @SRobinson4 ,
HubSpot does all of the time zone conversion for you – based on the connected calendars and the time zone chosen directly in ...Beitrag ansehen
I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i Beitrag ansehen
Zapier, Associ8, or Custom Coded Action (Ops Hub) can associate records with one another like this, but you can't associated object records with one ...Beitrag ansehen
My team wants to create a meeting form with conditional fields that change based on the selection of previous inputs. I know this is possible in HubSpot forms, but how can we implement it in the Meeting Scheduler form? Has anyone worked on Beitrag ansehen
Hi @NirbhayT ,
This is unfortunately not possible. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-...Beitrag ansehen
We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... Beitrag ansehen
Thanks for that additional explanation, @EddiefromOz . The forms tool in HubSpot is designed for external use and collecting leads as opposed to c...Beitrag ansehen