I want to create a new email template to send to a number of people. I can upload the image which I want to include in the email How do I embed a hyperlink into the image please Thanks Mike

I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o Lire la suite

Greetings community, I am new to HubSpot and am building my contact list by hand using the "Create Contacts" feature. As I manually enter contact info and select "Create and Add Another"... I see the numver of records increase by one... confirmi Lire la suite

Is there a way in HubSpot's meeting tool to allow a person to send a meeting request first, which we can review and approve, so that the meeting gets scheduled on our HubSpot calendar only after we confirm it?

Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag Lire la suite

Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f Lire la suite

Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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! Hub Lire la suite