Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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Thank you to all who have added examples in the thread last week! 🙏
We've selected a couple and featured them in a separate post here to...Beitrag ansehen
Hi everyone's brains...
Anyone seen anything decent that you can do for when a call centre hubspot user is planning a group of different Field Sales Consultant's meetings at the same time - e.g. planning someone going from one house to another th Beitrag ansehen
Hey @aparley
I think you can use a standard amount of time, lets say 45 minutes, and set it as buffer time in the meetings link.
Another...Beitrag ansehen
When I create a Hubspot meeting, Apple iCal and iPhone calendar display the description as unrendered, raw HTML eg. <p></p> instead of paragraph breaks. Which makes the formatting look bad an description difficult to read. Is there Beitrag ansehen
Hi @Kirbs ,
Not sure if you have found it already but I thought I would direct you to this Community Post in the ideas forum for more infor...Beitrag ansehen
Hi All, Is there a way in HubSpot to enable a person scheduling a meeting with me via my "sales meeting link" or the "insert proposed times" feature to pick their preference for the call. Would be great if they could check a box that says "call me Beitrag ansehen
Hi @tdeascentis ,
Instead of using just the default Zoom link, you can create a customized meeting link for phone calls, and ensure that it in...Beitrag ansehen
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation Beitrag ansehen
Hi @DarrenScottUK ,
Out of the box, no, unfortunately. This can likely be achieved with the help of a developer, custom code actions and an Op...Beitrag ansehen
Hi there! I would like to find a solution or workaround to my problem. We are using the Scheduling page (Sales > Meetings) to book a meeting to our AEs. But there are some cases when 2 AEs would like to swap the meeting between each other and c Beitrag ansehen
Hey @dhordos this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvotin...Beitrag ansehen
Hello HubSpot Community, I hope everyone is doing well! I’m reaching out because I’m currently trying to navigate through HubSpot's meeting tool and automation features, and I could really use some guidance from the experienced users here. Beitrag ansehen
Hi @NJ_001 !
Meeting Completion Status : I want to know how HubSpot determines when a meeting is completed or has had a no show. Is it ba...Beitrag ansehen
Is there a way for us to make it required that a meeting be logged and the meeting type and outcome are filled out before we allow a sales rep to move a deal from one deal stage to another?
Hi @GAbdelmessih ,
Not directly, but via a workaround, yes. Within a Starter or Professional subscription there's an okay solution, with an En...Beitrag ansehen
Hello everyone, In our pipeline, we frequently encounter clients who speak various languages. I'm curious to know: are automation emails and meeting scheduling links automatically translated? Or do we need to create separate emails and links for Beitrag ansehen
Hi @NJ_001 ,
There are a lot of variables that might impact that decision. For example, if your website is using multi-language pages, I might...Beitrag ansehen
Hi there, one of my customers uses the meetings booking tool in Hubspot and asked for the placing of the global signature of the inviter inside of the invitation mail, that is sent to the contact. Is this feature planned in the near future? Beitrag ansehen
@CSchluetz there was a request here to customize the email templates, but it was marked as not currently planned. I suggest adding your feedback ...Beitrag ansehen
Hi friends, I need help from specialists with two topics 1. How create timestamp property calculated 3 hours before other calculated properties? 2. How mark deals with timestamp property before 12AM and after. Maybe someone meet the same chal Beitrag ansehen
Hi @KFrątczak ,
From a first glance, this would require custom code actions, available in Operations Hub Professional: https://developers.hub...Beitrag ansehen
So my assistant reaches out via cold emai, warm email, phone, and linkedin. When she gets a "yes I'm interested", she books the zoom meeting for me. But in Hubspot right now, when she books me for a meeting using the Hubspot calender, it lists her a Beitrag ansehen