Sales Hub Tools

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
MDeKoeyer on March 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c read more
0 upvote
0 Reply
Shams-hibooks on March 18, 2024
I created a meeting but forgot to add a Zoom link and two other attendees. How do I edit the meeting to include the Zoom link? The meeting has already been accepted. Please note, that the attendees are not in Hubspot but are outsiders.
0 upvote
3 Replies
Contributor
March 18, 2024 18:29
Hi @Shams-hibooks , Were you talking in general, or for a specific meeting? Here's in general instructions: Navigate to your meeting lin...read more
ecancil on March 18, 2024
We have a ticket that we use the API to add tasks to between 20-50 times a day. Over the last few days not all tasks have been displaying. As I scroll sometimes they load at the top (where they should have been to begin with), other times they read more
0 upvote
0 Reply
MFish on March 14, 2024
I have created a form to use internally with our sales teams to request support from our Account Management team. I want to add these forms to the company object so the sales team has easy access to them. I am okay with a activity button (don't know read more
1 upvote
8 Replies
Contributor
March 15, 2024 12:08
At the end of my GIF building the workflow after selecting 'Review and publish', you'll select 'Yes, to enroll existing companies...'. This will popu...read more
EWhichard on March 14, 2024
Hi, I have run into the issue that the companies have listed their current website provider but its not going through to the contacts that are assoicated with company. I would like the contacts to also have the current web provider without having read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
March 15, 2024 07:37
Hey @EWhichard I'd have done a Company WF trigger Current web provider is known and the copy that property into the contact record. Why? ...read more
Solved
NGralla on March 13, 2024
Hallo zusammen, ich stehe in meiner HubSpot Automatisierung vor der nächsten Herausforderung, komme allerdings leider gerade nicht weiter. Wir haben folgenden Ablauf: - Unternehmen (Lead) händisch erstellen - Workflow erstellt automatisch read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 13, 2024 07:48
@NGralla nein, HubSpot sagt generell keine Release-Dates zu - es ist lediglich angekündigt, dass dieses Feature in Entwicklung ist. Viele Grü...read more
DrKevinTran on March 13, 2024
Hi, I had a sales pipeline created with moinths of records, but yesterday I saw the hubspot for startup fundraising program, and I "installed" the fundraising module Now all my sales deals and sales pipeline are read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
March 13, 2024 07:34
Hey @DrKevinTran Iam not totally sure if you can restore your pipeline or not but you can restore your deals kindly go through this article ...read more
MSGAConsulting on March 12, 2024
I'm finishing buildout of our internal "workflows" into our HubSpot Sales account. One item that keeps coming up is issues with differences in the "Schedule a Meeting" button within a contact, and the Meetings Tool where you build meeting templates. read more
1 upvote
2 Replies
Participant
March 12, 2024 07:25
That's part of my issue. Using a Meeting Link during a workflow whereby an SDR is dialing and primarily working out of the Contact View, without any ...read more
MCourtney0 on March 12, 2024
Hi, In our company we take deposits from clients and then they have an amount due. On deals is there a way that the deposit can be taken from the amount and it shows how much is due? I've tried creating a calucation called 'balance due' wher read more
0 upvote
7 Replies
Thought Leader | Platinum Partner
March 12, 2024 08:21
Yes you go to the Deals Pipelines customization and edit the card view here you can see I have a custom calculated property for th...read more
blechkiste on March 12, 2024
We are currently testing the "Prospecting" feature and have an issue with associations. Situation We have a single contact (reseller) with multiple leads We have continuous emails and meetings associated with the same contact outside of any read more
0 upvote
3 Replies
Top Contributor | Partner
March 14, 2024 09:06
Hi @blechkiste , I haven't used the Leads tool in HubSpot a ton myself but if I'm not mistaken, I think there is only one lead per contact. ...read more
Solved
Sebastian_ on March 11, 2024
Hi community, We are currently implementing HubSpot's quotation and eSign function. So far we have been using Google Docs and Dropbox Sign for our quotes and contracts. We have everything set up so far. Now we are facing the challenge that t read more
0 upvote
6 Replies
Accepted Solution
Contributor
March 12, 2024 16:51
Hi Sebastian, My pleasure! I am not familar with German law requirements, so I don't have any advice there. A half-baked idea that came to mind ...read more
MFranco1 on March 10, 2024
Hello, Stripe Terminal needs to be integrated with the website backend and the CRM. The stripe team sent this link to share with Hubspot. There is any developer in the room that have done that and would be keen to help us integrate it? Below read more
0 upvote
13 Replies
Community Manager
March 12, 2024 10:48
Hi @MFranco1 , Thank you for the additional information! I understand that you have already connected the Stripe integration but you'd like to b...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.