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Kirbs on Dezember 08, 2024
I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas Beitrag ansehen
0 Likes
1 Antwort
Autorität
Dezember 08, 2024 06:55
Hi @Kirbs Not sure I'm fully understanding the question/issue ... When you have your Zoom account connected and are creating a meeting...Beitrag ansehen
Keegan4123 on Dezember 08, 2024
We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea Beitrag ansehen
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1 Antwort
Berühmtheit | Partner
Dezember 08, 2024 02:13
Hi @Keegan4123 , If you want to send emails with deal information and information from associated contacts with a specific association label, ...Beitrag ansehen
AJ_Kakrot on Dezember 07, 2024
Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few Beitrag ansehen
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1 Antwort
Berühmtheit | Partner
Dezember 08, 2024 02:08
Hi @AJ_Kakrot , There is currently no way to detect via filters in workflows if a field was updated by someone specific, only whether it was u...Beitrag ansehen
GMurtaza8 on Dezember 07, 2024
Efficient communication is the backbone of any successful business. Whether you're managing a remote team, nurturing client relationships, or coordinating marketing campaigns, your messaging strategy can significantly impact your productivity and ou Beitrag ansehen
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Itsmekourtneyc on Dezember 06, 2024
Hola everyone. Just dropping a quick note to introduce myself. I’m Kourtney Coleman a Mental Health Life Coach and Hypnotherapist. I am the bridge of support for clients diagnosed with mental health challenges in between provider visits. I ​help th Beitrag ansehen
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LDeniz on Dezember 06, 2024
I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 06, 2024 09:49
Hi @LDeniz , Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...Beitrag ansehen
Urgent_help on Dezember 06, 2024
Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot Beitrag ansehen
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2 Antworten
Autorität | Diamond Partner
Dezember 06, 2024 07:48
Hi @Urgent_help , I understand how frustrating this situation must be, and I want to assure you that you’re taking the right steps by addressing ...Beitrag ansehen
Gelöst
Himalaya1997 on Dezember 06, 2024
I have a custom user property "Open ticket count" in which I want to calculate number of tickets a particular user have. Now I want to know if there is anyway to create a ticket workflow in order to update that "Open Ticket COunt" custom user proper Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 06, 2024 01:54
@Himalaya1997 not out of the box, no. This would require working with the HubSpot API. As far as I know, it can't be done with the default workflow...Beitrag ansehen
fconsultant on Dezember 05, 2024
What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"
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2 Antworten
Autorität | Diamond Partner
Dezember 05, 2024 07:51
Hi @fconsultant , To align sales and marketing teams effectively in HubSpot here are few tips for you to try : Use HubSpot to set clea...Beitrag ansehen
Gelöst
JordanHorwitz on Dezember 04, 2024
I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Dezember 04, 2024 12:44
@JordanHorwitz not possible as of now, as far as I know, unfortunately.
Gelöst
JNyfox on Dezember 03, 2024
We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic Beitrag ansehen
1 Likes
2 Antworten
Akzeptierte Lösung
Teilnehmer/-in | Gold Partner
Dezember 04, 2024 02:02
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...Beitrag ansehen
Gelöst
w1234 on Dezember 03, 2024
When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"
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2 Antworten
Akzeptierte Lösung
Autorität | Diamond Partner
Dezember 03, 2024 13:43
Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...Beitrag ansehen
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