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jry50390 on February 16, 2025
Hi guys I’m setting up HubSpot for a real estate company and using the Listings object to help them track all their listed properties. This allows them to associate the seller and interested buyers with each property. Since I’m still relatively read more
0 upvote
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thetallbillyb on February 16, 2025
We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more
Hall of Famer | Partner
February 16, 2025 01:14
Hi @thetallbillyb , Something you could try is not inserting the note body in a Slack notification but setting the value of a custom rich text...read more
SHillebrand on February 14, 2025
Hi! I work for a company who sells memberships, and have 1-6 members per company subscribing, and besides these members they have all contacts rattached to each member company but not considered as members. How to make this differenciation in hubs read more
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TChappell5 on February 14, 2025
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the pipeline to Stage 2. I can't seem to make it work, below is what I currently have set for the criteria and read more
0 upvote
3 Replies
Hall of Famer | Partner
February 14, 2025 15:14
@TChappell5 what happens when you open the enrolment criteria and use the test feature in the left sidebar to see which of the filter criteria your...read more
Solved
CWorsley9 on February 14, 2025
Hi Why can accounts team not see replies from a rep who puts a 'note' on while out on the field from a F2F mtg? For instance account update 'notes' on a customer where they have ahd contact withthem regarding accounts payable and reps can see th read more
0 upvote
3 Replies
Accepted solution
Key Advisor
February 14, 2025 08:14
Hi @CWorsley9 That most likely has something to do with their "Notes" permission settings. The "view" permission should be set to all. ...read more
Solved
ASobusiak on February 14, 2025
Hi, is it possible to create Leads and Deals when adding a new Contact to HubSpot's CRM database? The idea is that when creating a Contact, you'll immediately have the option to create a Deal or Lead associated with that Contact.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 14, 2025 05:03
Hi @ASobusiak , No, this is not possible – the create record forms are limited to one object exactly at the moment. See here: https://knowled...read more
Solved
ASobusiak on February 14, 2025
Hi, I have a question - is it possible to automatically create Leads when importing Contacts to HubSpot's CRM database?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 14, 2025 04:58
Hi @ASobusiak , Yes, you could do so with a contact-based workflow that enrolls contacts from that import (e.g. 'When filter criteria is met' ...read more
LStrathmann on February 13, 2025
Hallo, ich habe mir die App auf meinem Handy und meinem Mac heruntergeladen und alles in der Web Version soweit konfiguriert. Ich möchte nur die kostenlose Variante nutzen. Mein Problem: Wenn ich keinen Kunden anlege und für diesen eine Aufgabe read more
0 upvote
2 Replies
Member
February 15, 2025 13:45
It is like the filter in the app may be automatically set to a specific employee. Have you tried looking for a similar filter in the app settings or ...read more
Solved
Xiawanbai on February 13, 2025
How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called "company name" on the contact card?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 13, 2025 05:50
Hi @Xiawanbai , It would be as straightforward as the below: Notes: Enrollment based on 'When filter criteria is met' ...read more
Solved
Winqvist on February 13, 2025
Hello, I like to create a searchable link from another system that takes you to a Company with a property that is equal to a value. Any ideas if this can be done? Using the global search can filter on Company object. I like to add filter to read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Diamond Partner
February 13, 2025 05:56
Hi @Winqvist , The global search URL does support filtering by objects such as Companies. Unfortunately as far as I know the part where, add...read more
NTernowetsky on February 12, 2025
My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for li read more
0 upvote
1 Reply
Community Manager
February 13, 2025 09:39
Hi @NTernowetsky , Thanks for the details and the screenshot. Let’s invite some of our experts to join this conversation to see if the...read more
Solved
TWillie7 on February 11, 2025
Does HS offer any type of a list of shortcuts that we can use while typing Notes? I know about Bold, Italics and underline, but are there any shortcuts when in a very long note, to change the color of text or adding bullet points, etc., without hav read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 12, 2025 00:20
Hi @TWillie7 , Could you share a screenshot of the interface where you need to scroll to access the note formatting? For me, it always sits at...read more
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