I'm trying to set up my scheduling link so that the available slots are based on two different google accounts - each with their own calendar. I am not looking for round robin or group scheduling. This is for a single user, and meetings Leia mais
Thanks Frank, I get it that a group meeting could be used here, but that means I need to create a hubspot user for each calendar account, and th...Leia mais
Hello guys, I have some issues with the sales plugin in outlook. Experienced issues: - when I select a signature, it doesn't overwrite the original one but adds it as a second one - when I start writing a reply message, no matter where I want to Leia mais
Hi @EKöllő ,
The New Outlook is not supported, and will not be at this time. For integration with HubSpot, you should use the Office 365 Ad...Leia mais
Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on Leia mais
Hey @MStach if you are reffering to clone/copy tag as you need it for a deal (same) deal, take a look at CloneNer , that app do preserve all the i...Leia mais
Hi all! I've created some custom Lead properties thanks to the new Beta released last week. I've also configured some of them to pop up when a user moves a Lead from one stage to another. The point is: HubSpot shows this properties, doesn' Leia mais
Hey @EliVeridas
can you check that you are using just one property?
sometimes teams create duplicate properties and they put as mandatory one ...Leia mais
Hi, is there a way I can add a custom activity? There are the standard ones like call, LinkedIn message etc, but I would like to add a couple more for reporting. Such as, 'connected back' on LinkedIn. TIA!
Hey @LVarley
so for the moment its not possible to create a custom activity.
You can use a custom property that you can use in reports.
Or y...Leia mais
Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ Leia mais
Hi @MattyB24 I'm not able to view the google doc you linked - and I'm not sure if you want to recreate the google doc info in HubSpot or surface it...Leia mais
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 Leia mais
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 Leia mais
@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....Leia mais
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
Hi @PSingh842 , Nice to meet you! If you're still stuck with HubSpot's quoting tool, I might be able to help. We have an quote automation ap...Leia mais
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 Leia mais
@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...Leia mais
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 Leia mais
Hey @MMatschke thank you for reaching out.
In HubSpot, the default behavior for custom objects is to display the "Add Existing" tab when navig...Leia mais
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, Leia mais