hi i’m elena and i’m having some troubles importing my contacts and companies. can anyone help me? 🙂 i am importing two different files excel, one for contacts and one for companies. in both there is a column in common, the RecordId of the co read more
Olá, Atualmente já trabalho com T.I porém tenho uma oportunidade de implementar um CRM em uma empresa e ser o "Administrador" em criar processos e automações, implementar do zero, porém nunca nem mexi com isso. Vocês tem algumas dicas e um d read more
Olá, @GMendes4 ,
Começar a usar o HubSpot, especialmente como administrador encarregado de implementar um CRM do zero, pode parecer assustador...read more
Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with read more
Hi @CSantos5 ,
You're correct, this is not possible through import. Mentioning users with the @ character is only possible directly through th...read more
Hi @MPeters3 ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...read more
Here are the reasons you might not get push notifications on your Android phone unless the chat app is open:
Battery Optimization: Disable for th...read more
Why can't I create a task? All fields filled in but create button greyed, no tool tip just the universal circle/slash icon indicating not available. Not able to include a screenshot. I am using Hubspot CRM, free. Any help appreciated! Than read more
Hi I'm looking to create some best practices in my CRM. For all open opportunites, I'm asking sales to update the "next step" property as follows: "initials, date of entry & next steps of the deal". For example. "ND, 07/08, Demo on 25/08". read more
@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is t...read more
Hello HubSpot Team, If i'm close-won the deal then automatically the associated contact and account should be created without doing it manually how can i do it without creating the workflow ?
Hi @GKalyankar ,
Just to confirm, when you're working on a deal, that deal is neither associated to a contact nor a company? Could you explain...read more
Hi I'm using the free CRM version of HUBS, can i get a list of all properties available to me in accounts, contacts & opportunities? I want to make sure certain properties are mandatory. Tks, Neal
I hate clicking the sidebar and then clicking the tool I want to look at -- I spend a lot of my day in the Hubspot client and want a one-click system. So I paid a developer to build it out and am sharing it with you! Video tutorial on read more
Hi @nsykesdotco and welcome to the Community! 🎊 We are thrilled to have you here! ❤️ Thank you for sharing with the Community this free ext...read more
Hello Community members and Partners! I have a simple question regarding the HubSpot Community email signature How can I create a signature for the HubSpot community I tried creating a signature and added that code under the settings and pe read more
Hey @Shubham_Sharma The best practice would be to create an email signature from the HubSpot email signature generator and then add the code...read more