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JCaliguire on September 28, 2023
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more
0 upvote
1 Reply
Hall of Famer | Partner
September 28, 2023 14:46
Hi @JCaliguire , The best tool for this are sequences: In short, more
kevinphelps on September 28, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Community Manager
September 28, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our more
JClementson on September 28, 2023
when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?
0 upvote
1 Reply
Community Manager
September 28, 2023 16:27
Hi @JClementson , Happy to help here! When you say "attachments", are you referring to file attachments on a contact record? e.g. JPEG more
JCaliguire on September 27, 2023
I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?
0 upvote
1 Reply
Hall of Famer | Partner
September 27, 2023 15:38
Hi @JCaliguire , Yes, this can be done by bulk assigning ownership as explained here: more
Edyta7510 on September 27, 2023
Hello, I'd like to find a way to be able to edit line items associated with deals "in bulk" just like we can edit deal properties in bulk from the deal view. anything that can prevent from entering every deal and then entering every single line it read more
Community Manager
September 27, 2023 16:32
Hi @Edyta7510 , Thank you for your inquiry. Here are some options to achive your goal. 1. Update the line items on all deals more
Marisa12 on September 25, 2023
Those of you who get leads offline from events, do you have an easy way to add them to HubSpot? We have an events team that has been getting leads' contact info and Slacking it in a message to the sales team. The sales team then has to manually read more
4 Replies
Thought Leader | Elite Partner
September 26, 2023 08:28
Thanks for the tag @BérangèreL . I'd share those same resources, and the ideas @Shadab_Khan shared on the mobile app. Instead of sales sending a more
CateDuarte on September 21, 2023
Hi all, We have a customer that requires a 2 step approval process. We added a manual step to the workflow that combines a Deal property and a task. Unfortunately I can only add a event based delay using either a quote property change or a pre read more
0 upvote
2 Replies
Top Contributor | Diamond Partner
September 21, 2023 10:55
Hi @karstenkoehler yes. So these are the steps: - Sales rep creates quote and submits for approval - Workflow is triggered with more
SStewart3 on September 21, 2023
Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more
0 upvote
10 Replies
Hall of Famer | Partner
September 21, 2023 02:30
Hi @SStewart3 Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details. more
KChester on September 20, 2023
i Have a company property which has radio select. I wish to have 1 of the radio select options to have mulitple select dropdown as an option
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:21
Hi @KChester , This is would be great but is not (yet) possible. Other users have requested this before: more
oddleon on September 14, 2023
Hi. We have a current setup where Each Country is represented by a HubsPot team. Looking at the companies, they are also linked to the company owners hubspot team. This is fine for the most part, but we allso have a team that are handling companies read more
0 upvote
2 Replies
September 16, 2023 03:16
A suggestion on how to get out of this mess would be highly apreceated. Perhaps we have set everything up the wrong way from the start? Having more
C-Note on September 01, 2023
Anyone having trouble with exporting from reports today? I spent a bunch of time customzing and then exporting 5 reports only to have nothing show up. ☹️
0 upvote
1 Reply
Key Advisor | Partner
September 04, 2023 02:43
I'm not seeing any open issues for reports reported! It looks like there was an issue with marketing email sends, but I doubt that affected this. more
Susanne12 on September 01, 2023
Hi, does anyone have an idea whether it is possible to follow another user's / colleague's activities (deals, contacts, notes, calls, etc created)? Thank you!
0 upvote
1 Reply
Hall of Famer | Partner
September 01, 2023 07:05
Hi @Susanne12 , Not as a one-click feature, no. You'd have to create custom reports for each object and review these reports on a regular more
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