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
@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
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?
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
Hey @indomie , thank you for posting in our Community!
Please, I recommend advising the user to contact HubSpot Support directly through the...read more
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
Hi @KSimpson2007 ,
This should be doable through the new workflow associations beta: https://knowledge.hubspot.com/workflows/manage-crm-recor...read more
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.
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
@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
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.
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
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
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
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
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
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
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
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
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.
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