Hi everyone, Unfortunately, we have not yet found a way to create tasks with the corresponding deal name without losing our custom task name. An example would be task “ Follow up #424242 Mr. Max Mustermann”

Hi there! New to Hubspot Sales and am curious if there is a standard best practice for what type of contact should be set into a sequence vs. a 1-1 email/personal outreach? Also, is it best to set up tasks to email contacts individually? or em read more

I am having some issues with tasks notifications - i would like to recieve an email when a task is due or overdue, I have ticked the boxes within settings too, and unfortunately I have yet to recieve an email task reminder - is there a fix? I'v read more

I've seen my team have several contacts that all fall under the same disqualifying reason (Didn't Connect) - not much note-wise to leave but we of course want to remove them from our leads but 1 by 1 isn't efficient. Is this something we can bulk read more

Hi I have the free version and hope someone can help me to understand how I can mark a task as completed so that it is filed from my task list. Thanks in advance! Suzan.

Hello! We are having a slight issue where when inside of the start task screen we ae unable to send emials, set up meetings ect with out the task automaticlly completing. This is a issue as it then triggers automated workflows. Is it possible to read more

Scheduling calls: - Is there no way to avoid having a time entry in the Time field? - Is there no way to specify "Must be at this exact time" vs "Within a few hours of this time" vs "Today" vs "Within a few days of this date?" (This seems to read more

We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more

Anyone know what's going on? I'm in Deals, trying to add a Task, and the Create button grey'd out (can't save). HELP???? Thanks!

I keep creating tasks with scheduled due dates but they just erase themselves minutes later. Unless they are tasks within the next 2 hours, they do not stay in the collection of All Tasks. Why is this? How can I fix this? I just lost all my sheduled read more

I am trying to filter my grid of tasks. I was looking under More Filters for Title. I'm looking to exclude tasks with "XYZ". The Title field is not a field that I can select. Why wouldn't Title be a field in this view?

Hi everyone, this is my first post here, so please excuse me if I've got the wrong classification. I am trying to find a way to filter my contacts and show those which have no Task associated with them. Our database now has around 500 contac read more