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MiaSrebrnjak le Janvier 31, 2024
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. Lire la suite
Gestionnaire de communauté
Février 13, 2024 13:55
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...Lire la suite
Résolues
TV5 le Avril 05, 2024
Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc Lire la suite
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Avril 09, 2024 11:46
Hey @TV5 when you are working with BU each BU get to have their own integrations. You can connect different Xero accounts independently. I...Lire la suite
Résolues
Hildegaard le Mars 15, 2024
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re Lire la suite
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Mars 20, 2024 11:45
Hey @Hildegaard so this is a very good (and frequent question) In general the best suggestion is to deactivate the user as soon as it leave th...Lire la suite
NKucherenko le Mars 12, 2024
Hello HubSpot Community, I'm trying to set up the HubSpot inbox which will be used by our Team. Our Team is responsible for the working with clients all over the world and we don't want that the admin who is responsible for US can see the e-mail Lire la suite
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mars 12, 2024 03:48
Hi @NKucherenko , This is unfortunately not possible, no. If someone has access to a specific inbox, they have access to everything in there. ...Lire la suite
ARoy22 le Février 26, 2024
I use HubSpot in Chrome and allow cookies. For the past few weeks, ever time I open HubSpot in a new tab, it makes me long in. I'm clicking the "remember me" box, but it doesn't matter. This is resulting in me logging in multiple times every day, an Lire la suite
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9 Réponses
Participant | Partenaire solutions Elite
Mars 18, 2024 08:33
Hi @BérangèreL I'm not clearing or blocking cookies, it's not 24 hours since the last login, and I'm not using SSO. Best, Abby
Résolues
WRowland9 le Janvier 13, 2024
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin Lire la suite
Accepted Solution
Membre irremplaçable | Partenaire solutions Elite
Janvier 16, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...Lire la suite
Résolues
JWronski le Décembre 15, 2023
Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te Lire la suite
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 15, 2023 14:04
Hi @JWronski , Which object are you adding the note to? If I'm not mistaken, tokens for objects where there might be multiple records to pick ...Lire la suite
Résolues
BilalAhmad le Décembre 04, 2023
Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?
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1 Réponse
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-cod...Lire la suite
DrewSchmidt7 le Octobre 05, 2023
I got this message today, how do I set myself to available to ensure I receive my emails?
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1 Réponse
Gestionnaire de communauté
Octobre 06, 2023 03:51
Hi @DrewSchmidt7 , Thanks for reaching out to the Community! You can set your availability status by following the step-by-step instruct...Lire la suite
EAdamczyk le Août 22, 2023
Hi, My account has been deactivated (I missed the login by 1 day due to being away with no access to the internet). Please could you re-activate my account? Hub ID: xxxxx; Account: Music Artist Agency; email: x xxx Thank you in advance! Lire la suite
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2 Réponses
Membre
Août 31, 2023 17:32
Hi Pam, Thank you for your response. Can you please clarify that my account can no longer be recovered? Many Thanks, Estie
Résolues
npuri le Juillet 24, 2023
Hello community! I have a situation. Lets say I merge two contacts for the same person because they had different email addresses. For one of the email addresses though, the person had unsubscribed to all email communication. How would the merg Lire la suite
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4 Réponses
Accepted Solution
Conseiller clé
Juillet 25, 2023 00:54
Hi @npuri That's an interesting question! My understanding is as follows, and I'd recommend testing this with a few dummy contacts: ...Lire la suite
Roeland_RS le Juin 21, 2023
Does the default Hubspot CRM font make you feel like you're looking through a rainy window as well? Or just don't like it? I finally got fed up staring at the wavey font type and found a chrome plugin that lets you persistently change the font s Lire la suite
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1 Réponse
Gestionnaire de communauté
Juin 22, 2023 03:55
Hi @Roeland_RS , Thank you for your feedback and for sharing this option! If you haven't done so yet, I would recommend adding this feedback by c...Lire la suite
GPontanilla le Avril 05, 2023
Is there an option in HS Sales & CRM that does not allow any other user to edit a note/call log/email log of another user? Like in comments, the author is the only one allowed to edit the comments, but its not the same for Notes/Logs Thank you Lire la suite
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4 Réponses
Membre
Septembre 23, 2023 07:05
Hi @Syeda_Fatima . Could you share some screenshots how it is done? And which type of Hubspot account would be eligible for this private notes featu...Lire la suite
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