Hi! Not sure if this is the right board for this? We are a SaaS company whose sales team manages net new deals and customer success team manages our customer activities, including deals with existing customers (renewals, upsell with existing custome read more
So I was working on a custom property to display if the email was valid or invalid for a Contact record but I noticed that phone or email is not an option to display on the Lead in the "About This Lead" section. I thought this was weird because how read more
Hi Matt ( @msoren42 ) ,
In HubSpot, Leads and Contacts are separate objects, and Leads don’t automatically show Contact fields like phone or emai...read more
Hi everyone, I'm not sure if this is the right place to ask this question. I work for a consultancy agency in London. I'm tasked to find partners or affiliates to help promote and push sales for our strategy hub subscription service. Our goal is t read more
hello everyone, now we have license to create sand box the idea is to allow 3rd party to check our workflows , etc without getting access to our company data or client data, any tips or suggestiond for this ?
Hi @Ds-ELAMIR ,
You have full control over which records a sandbox user sees, please see this documentation: https://knowledge.hubspot.com/us...read more
I found some threads on this topic but never really found an answer. We are hoping there is a way to add a "bundle" of products to a quote. We'd essentially like to use a bundle to add several items to the quote at once that are typically sold read more
Hi @TStory44 ,
HubSpot doesn’t have a built-in way to add product bundles to quotes yet.
Right now, you have to add each product one by one....read more
Hi, is there a way to clear all properties in a group in a workflow? I have a workflow that I update values into certain properties and before that I need to clear many other ones, I figured that the ability to clear all values in a properties group read more
Hi @bigabiga ,
No, unfortunately not. You would have the 'Edit record' workflow action to clear the value of one property. For each additional...read more
Hi, A few weeks ago I had a demo and one of our requests was understanding the ability of Hubspot to have a data room on the platform. On the demo, the person we spoke to showed a place to store files under the ‘Library’ item on the navigation menu read more
Hi @ZoC ,
Not sure why this was removed from the navigation for some users, but you should still be able to access files here:
https://app.h...read more
i am creating a workflow to clone tickets and i want to associate the clone with the same contacts and companies associated with the original one. I am not sure if what i have done is right can some one verify me by reviewing the left bar in the scr read more
I am currently working on a business need that revolves around one of our Deal Pipelines. The pipeline is based on Company records and has Associated Contact record(s). This user wants to automatically send an email to the Contact if the Deal has read more
Hi @TChappell5 ,
Yes, this is possible and a default functionality of HubSpot. Keep in mind however that workflows in HubSpot deliver marketin...read more
Hi community, I am just wondering if anyone is managing loan deals in the HubSpot and trying to figure out what makes the most sense for revenue tracking. When you set up a deal in HubSpot, what do you typically put in the “Amount” field—just read more
Hello there, Just adding my two cents here as a potential solution: For simplicity, I'd try my best to keep everything under one deal, creati...read more
Hi all, We implemented Hubspot 4/1 but we did not include our internal email domain from the never log list. All of our internal employees now have contact records and many of their internal emails are logged in the system. I added our email domain read more
Hi @Patti_R ,
Deleting all records the emails are logged to would be one option, yes (contact records and your company record, otherwise email...read more
We are experiencing a critical and recurring issue with meeting links generated through HubSpot, specifically for Zoom meetings. Problem Description: Missing Meeting Links: For several scheduled Zoom meetings, the meeting link is completel read more
Hi @MoizesAraujo ,
Is this happening for different users? If so, have you made sure that these users are correctly mapped in the individual Zo...read more