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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
0 Reply
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
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
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
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
0 Reply
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
Solved
karansingh1 on February 11, 2025
I am using Dedicatedcore UK VPS to target my Europe audience and now I want to integrate my web application with HubSpot CRM so is it okay to go with CRM on my VPS.
1 upvote
1 Reply
Accepted solution
Most Valuable Member | Platinum Partner
February 11, 2025 07:32
Hi @karansingh1 glad to see you are thinking about integrating with HubSpot. Most the apps that can be currently connect to HubSpot are availa...read more
JRoos17 on February 11, 2025
Hi, I want a blank row after the preview text. Right now I have changed the alt text on the first image to better suit with the preview text, but I would rather just remove it so it looks more clean in the inbox. I've read some old posts ab read more
0 upvote
1 Reply
Member
February 11, 2025 04:44
  H&M email is what I want it to look like. The email above is fetching the alt text from image and then a link - this I would like to ...read more
Solved
ozgesilla on February 10, 2025
We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customer read more
0 upvote
2 Replies
Accepted solution
Participant | Gold Partner
February 11, 2025 07:27
Hi @ozgesilla , Managing Recurring Deals in HubSpot To automate recurring deals in HubSpot, set up a deal-based workflow that trigg...read more
Solved
LMoldenhauer on February 10, 2025
Hello, I would like to set up an email sequence for the contacts of 45 companies. Is there a way to do this from the company listing?
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 10, 2025 15:06
Hi @LMoldenhauer so you can enroll Contacts in bulk in a sequence from the Contact records listing but Companies you can only enroll them in t...read more
Solved
EAlvarez51 on February 10, 2025
Hi everyone! I’m running into a snag with Brave while working in HubSpot. Whenever I’m in a deal record, the inbound call recording from RingCentral won’t play—there’s not even a play button. Oddly enough, the same recording does play perfectl read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 10, 2025 12:29
Hi @EAlvarez51 , Brave is not among HubSpot's supported browsers, unfortunately: https://knowledge.hubspot.com/account-security/browsers-supp...read more
Pwrpros on February 10, 2025
To me it makes sense to separate this and create 2 separate deals. Mark as won the portion that has been approved and keep the other portion in verbal approval until we get the financial commitment behind it. Is this the general consensus on s read more
0 upvote
1 Reply
Community Manager
February 10, 2025 18:00
Hey @Pwrpros , Happy Monday! Your approach makes sense, splitting the quote into two deals allows you to track the approved portion separate...read more
Solved
MSherman0 on February 10, 2025
I want to require that a custom company record be updated as a pipeline stage requirement, but all I can add are deal properties. How can I accomplish this?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 10, 2025 08:49
Hi @MSherman0 , This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-...read more
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