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Solved
AAufderMaur on March 06, 2025
Hallo zusammen Wir erstellen im Hubspot jeweils Deals und exportieren diese als PDF über den Link, den es für den Deal erstellt, um diese dann weiterzuverarbeiten. Teilweise müssen wir im PDF selbst dann noch Änderungen vornehmen, dies tun wir i read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
March 06, 2025 05:30
@AAufderMaur verstehe, es geht also um das Angebot , nicht den Deal . Man hat hier leider keinen Einfluss darauf, wie das Angebot konkret g...read more
Solved
HAlbert on January 15, 2025
The deal board shows deals for about 10 seconds and then the deals disappear and I can only see the totals. Does anyone have a suggestion on how to stop the deal from disappearing?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 15, 2025 12:26
Hi @HAlbert , That sounds like a browser-related issue. Have you done the following? Disable browser extensions Clear cache/cookies Us...read more
indomie on November 07, 2024
Hello HubSpot Support Team, We are reaching out to report a significant security issue on our site. Recently, we experienced an attempted hacking incident where THOUSANDS of credit card transactions were processed fraudulently. As a result, we n read more
0 upvote
1 Reply
Community Manager
November 07, 2024 16:59
Hey @indomie , thank you for posting in our Community! Please, I recommend advising the user to contact HubSpot Support directly through the...read more
Solved
KSimpson2007 on July 11, 2024
I'm looking for a way to automatically associate tickets if they both associated to the same deal. To explain how we have our process set up... We have our service order forms from our website save as tickets that are manually associated to a de read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 14:22
Hi @KSimpson2007 , This should be doable through the new workflow associations beta: https://knowledge.hubspot.com/workflows/manage-crm-recor...read more
Solved
VarunKB on January 17, 2024
Hi, Is there a way to control the number of line items that can be attached to a deal? For example, if I want to ensure that all deals in a pipeline have no more than 5 line items.
1 upvote
1 Reply
Accepted solution
Community Manager
January 17, 2024 16:06
Hi @VarunKB , Thanks for reaching out to the Community! In HubSpot, we don't have a way to limit the 200 line items that can be associa...read more
Solved
thepattau on June 19, 2023
Hey dear Hubspot community, is it not possible to link a new conversation to existing deals? If not, how could I possibly do that? (without external outlook - manual link in the deal interface) See screenshot below, I can only create new deals read more
0 upvote
3 Replies
Accepted solution
Guide | Platinum Partner
June 20, 2023 13:11
@thepattau Sure. A client may not necessarily reply to a previous email but send a new one instead. In this case, a new ticket would be crea...read more
Solved
AKhader8 on April 01, 2023
Hi, I've been trying to change the properties that shows up inside of the mobile app create deal form based on pipeline. This works perfectly fine on desktop but for some reason it's not on mobile.
0 upvote
2 Replies
Accepted solution
Key Advisor
April 02, 2023 03:38
Hello @AKhader8 , It's possible that the mobile app is using a different view or layout for the create deal form than the desktop version, wh...read more
Solved
EArosemena on March 17, 2023
There are random associations across deals/tickets/contacts which are particularly confusing. How can we fix this? Thank you
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 17, 2023 09:44
Hi @EArosemena , While these things may seem random, they usually aren't. Have you checked the association history of these records for clues?...read more
Solved
Dan8 on October 12, 2021
Hey HS community! Just hoping you may be able to guide me here: My business requires a 'partner portal' (based on my Google search, I think that is what I need) to allow other business to log into a portal and create a ticket for work done for a mu read more
Accepted solution
Top Contributor | Diamond Partner
October 12, 2021 16:31
Hi @Dan8 HubSpot just rolled out Service Hub customer portal, also in open beta, is a mini-portal that unifies all open tickets so customer...read more
Solved
RSwitonski on July 28, 2021
Hi there, I am creating an "installation" ticket pipeline, so we can track new deliveries and ensure clients get set up properly. I have created an automation so that each sales deal creates a ticket in the installation ticket pipeline, whe read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 28, 2021 11:14
Hi @RSwitonski , Yes, this is possible, just a bit hidden among a lot of other options. When you add the "Create record" action, you have the ...read more
Solved
GAuwae on June 11, 2021
Hey team, I have been experiencing some issues when I go to create a new deal for some of my contacts. I have tested other contacts and logged in and out again and the deals page just continues to spin I am not sure if its a permissi read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 12, 2021 01:07
Hi @GAuwae , I've experienced the same issue in different parts of the tool. (For me it's the email subscriptions section of the settings.) ...read more
Solved
Melesa_Gardon on May 04, 2021
Hi everyone, It seems like there is a limited set of properties you could get via tokens. How to get data of other properties (deal properties), that are not listed there: Has anyone overcome such a challenge? Thanks in advance.
Accepted solution
Hall of Famer | Partner
May 05, 2021 00:06
Hi @Melesa_Gardon , This is a limitation not only in bot chatflows but also website forms. HubSpot will only associate input information with ...read more
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