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 Leer más
@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...Leer más
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...Leer más
Hi @EArosemena ,
While these things may seem random, they usually aren't. Have you checked the association history of these records for clues?...Leer más
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 Leer más
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 Leer más
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 ...Leer más
Building a credit control function against live deals to commuincate with clients over missed payments. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gatew Leer más
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 Leer más
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.)
...Leer más
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 ...Leer más