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
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?
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
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
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
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
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
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.
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
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
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
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
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
Hi @EAlvarez51 ,
Brave is not among HubSpot's supported browsers, unfortunately: https://knowledge.hubspot.com/account-security/browsers-supp...read more
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
Hey @Pwrpros , Happy Monday!
Your approach makes sense, splitting the quote into two deals allows you to track the approved portion separate...read more
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?
Hi @MSherman0 ,
This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-...read more