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JesseP on February 03, 2023
Hey all! I am taking the line items from a quote and adding them to the products area within the deal record. Is this something that we can do today? Is it through automation or workflows? Thanks! JP
0 upvote
0 Reply
PStruckmann on February 03, 2023
Dear All , we are considering to upgrade to sales professional . neither the forum nor our hubspot rep seems to be able to answer the simple question if we require contacts that are enabled in 1 : 1 sales auotmated messages through sequences ( read more
0 upvote
1 Reply
Hall of Famer | Partner
February 03, 2023 04:59
Hi @PStruckmann , Contacts do not have to be marketing contacts to be enrolled in sequences or to receive one-to-one emails. See here: more
HenriqueBattu on February 03, 2023
In our company we have a pre-sales pipeline, when a deal reach at its last stage in this pipeline, we automatic create a deal in the sales pipeline with all the informations. But, sometimes in pre-sales, we have deals with the contact without knowi read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 03, 2023 05:31
Hi @HenriqueBattu , No, it's not within a Professional subscription. Did you review the second part of my reply? [T]he only approach more
CSmith84 on February 02, 2023
When you want several people in the same meeting/call. How do yu do that? It s possible in Outlook to invite multiple people to a call. How does Hubspot do that ? OR how does Hubspot see when you have several contacts int the same meeting?
0 upvote
3 Replies
Hall of Famer | Partner
February 02, 2023 07:28
Hi @CSmith84 , as far as I know, that's currently not possible in the HubSpot meeting tool.
JCarve on January 31, 2023
HELP! We used Jotform to build a form because Hubspot don't have e-signature option. We would like to embed the Jotform form to our Hubspot landing page so that everything will happen within Hubspot only. Please help. Thank you.
0 upvote
1 Reply
February 01, 2023 01:03
Hi @JCarve What is your specific use case for collecting e-signatures on a form? What type of form are we talking about? Jotform more
bmsfox on January 31, 2023
I am currently auditing a client's Lists and proposing some best practices and organization structure to help them keep their portal clean, useful, and efficient. The bulk of their current lists (not many, about 160) have been created for eit read more
1 upvote
3 Replies
February 01, 2023 01:36
Hi @bmsfox 6,000 contacts und 160 list aren't numbers at which I have seen sluggish performance, if we were talking about 6,000,000 more
DSnadecki on January 31, 2023
Hi Community, I am getting alerts when I open an email in my sent mail folder, that I sent to a prospect. This is really annoying. I have asked Hubspot support for help, but they haven't been able to fix. They asked me to block my IP address, b read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2023 04:18
Hi @DSnadecki , @DSnadecki wrote: Ok, this seems like a major defect in the Hubspot software. It's really not. Please take a moment more
HGorelick on January 31, 2023
Hi, We created a drop-down list for the reason why a deal was closed lost. How can I trigger a workflow/sequence based on which option in the dropdown list was chosen? Thanks.
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 13:09
Hi @HGorelick , If you want to trigger different action based on what was selected, a 'Value equals branch' is the easiest option: more
KSurkus on January 31, 2023
Hi There, I am trying to work out the best way to set up a workflow: When a deal reaches it's close date (but is not a closed deal), to send an email to the deal owner. I don't fully understand the wording on the times, so would appreciate their read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 31, 2023 06:37
Hi @KSurkus , This should work. As soon as the Close date moves into the past (meaning it's not in the future anymore and it's passed the more
SBGNZ on January 30, 2023
Hi Community, We are wondering how other companies get around hubspots duplicate email rule. We are having a serious impact as we have customers who use the same email address for multiple companies as well as share the same email address in the sam read more
0 upvote
4 Replies
January 31, 2023 20:38
Hi Mike, Thanks for the suggestion- this would work if we where not intergrating into a external platform that requires us to store company more
JChen8 on January 28, 2023
Hello, we are using "contacts" to store our collaborators, and putting their social media id as "first name". For some contacts, we might don't have their emails. In this case, we'd like to turn on the "require unique value" of the property "first n read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2023 21:29
Hi @JChen8 , This is currently not possible. Unique values cannot be configured for contact records. However there is a tooltip in HubSpot more
GertVDVijver on January 28, 2023
Hi, i am just new in Hubspot but I linked my email account to Hubspot. Now i get ALL my mails into Hubspot, also the mails which are nothing to do with my marketing/sales like private mails. Is there a way to filter these mails and make them invisi read more
0 upvote
1 Reply
Accepted Solution
Contributor | Platinum Partner
January 30, 2023 05:57
Hey @GertVDVijver , did you already check out the "never log list" ? If you add recipients there, meils to and from these people wil not get more
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