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MiaSrebrnjak on January 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. read more
Community Manager
February 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 more
CLim-ABB on April 19, 2024
Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv read more
0 upvote
1 Reply
Hall of Famer | Partner
April 19, 2024 12:20
Hi @CLim-ABB , It sounds like you assigned very limited permissions when you invited users. Please familiarise yourself with HubSpot's more
CLim-ABB on April 19, 2024
Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 19, 2024 12:33
Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.
DPretorius4 on April 18, 2024
I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
1 upvote
2 Replies
Thought Leader | Platinum Partner
April 19, 2024 07:52
Hi @DPretorius4 You should definitely follow the steps Berangére told you because we dont have access to your HubSPot account information more
OBetzalel on April 18, 2024
Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀
0 upvote
7 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 18, 2024 08:27
Hi @OBetzalel , As I indicated, this will require a three step Zap in Zapier, like this: Three step Zaps are available on the $ more
TKey on April 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to read more
1 upvote
1 Reply
April 17, 2024 23:23
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your more
OBetzalel on April 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f read more
0 upvote
3 Replies
Accepted Solution
April 17, 2024 19:31
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default more
SZia9 on April 17, 2024
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th read more
0 upvote
1 Reply
Hall of Famer | Partner
April 17, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: more
MChanning on April 17, 2024
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give read more
0 upvote
2 Replies
April 17, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard on April 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a read more
0 upvote
2 Replies
April 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps more
GIDM on April 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send read more
0 upvote
1 Reply
Hall of Famer | Partner
April 15, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor more
m13drk on April 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. more
LWest0 on April 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning more
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