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SHillebrand on February 19, 2025
Hi, I'm looking how set up an automation of a membership expiration date when a contact has renewed its membership? So far the new expiration date is not automatically update and needs to be added manually. The expiration date is currently set up a read more
0 upvote
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EGraber99 on February 19, 2025
Hello, I'm having this issue with our Sakari SMS actions. This workflow is meant send two SMS messages back to back, but these clients are stuck waiting a week to recieve the 2nd message. I have included a screenshot below. I suspect this issu read more
0 upvote
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Xiawanbai on February 19, 2025
We turned on this button to see how it works for one month and it didnt go well for our company. Is there any way to revert contacts that were effected by the sync? Thank you for help any any good advices.
0 upvote
1 Reply
Hall of Famer | Partner
February 19, 2025 03:43
Hi @Xiawanbai , If you're referring to a "revert to exactly the status before", then no, this is not possible. You could set up workflows and ...read more
msoren42 on February 18, 2025
I have been tasked with cleaning up our files (unfortunately someone dumped in thousands of them and they are not organized in folders). Anyone have an idea how I can speed up cleaning up and archiving the files/images rather than reviewing each one read more
0 upvote
1 Reply
Community Manager
February 19, 2025 05:07
Hi @msoren42 , great question, thanks for asking the HubSpot Community! You might want to take a look at the solution from @Anton on this post ...read more
PMA-Nonprofit on February 18, 2025
I have a form set to show a thank-you message, but it instead redirects to an old website. Any thoughts? Thanks. https://www.pmanonprofit.com/newsletter The form on the bottom should say thank-you, not send you to another site.
0 upvote
1 Reply
Hall of Famer | Partner
February 18, 2025 15:21
Hi @PMA-Nonprofit , After changing the form to display a thank you message in the form editor, did you republish the form by clicking the butt...read more
Solved
PKleian on February 18, 2025
Some of our forms are completed by our staff and some by clients themselves. When our staff complete forms, we have to go through a rigmarole of using a non-tracking browser and deleting hsitory, otherwise we get duplicate clients and data being add read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 18, 2025 14:01
Hi @PKleian , In the Options tab of the form editor, enable the 'Always create contact for new email address' option and the accidental over...read more
Solved
Albus_Bui on February 18, 2025
Hello all, I created a workflow to mark the timestamp of Latest QBR meeting date (on the company record) whenever the company's associated QBR meetings were marked as completed. However, the workflow didn't allow my criteria to be re-enrolled.. read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 18, 2025 09:01
Hi @Albus_Bui , This is indeed a limitation of enrollment in workflows. The best workaround is to create a company-based list that mirrors you...read more
Solved
ARoefs on February 17, 2025
I just started with populating my CRM. I logged a meeting (not through Calendar) that took place a few months ago. For one contact (that I entered manually), it IS showing up under 'recent activities'. But for another (that I imported from an excel read more
Accepted solution
Hall of Famer | Partner
February 18, 2025 12:30
@ARoefs yes, that unfortunately seems to be the case.
FMieke on February 17, 2025
Hallo liebe Community, ich möchte eine Liste erstellen bei der ich nur Kunden/Leads targetiere die uns bereits eine E-Mail gesendet haben. Gibt es hierfür eine Filtermöglichkeit? Vielen Dank
0 upvote
1 Reply
Hall of Famer | Partner
February 17, 2025 05:15
Hallo @FMieke , das kommt darauf an, wie genau diese Nachricht eingeht – per Conversations-Postfach, als komplett neue eingehende E-Mail an ei...read more
ishtlan on February 16, 2025
Hi all, hope you are having a good Sunday: I am thinking about a workflow, in a Professional account, which starting point is a company level deal. That company deal is for a year long, and multiple units. Each unit will have its own Deal, on a d read more
0 upvote
1 Reply
Member
February 16, 2025 15:43
Hope this helps:
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
1 Reply
Top Contributor
February 16, 2025 16:29
Hi! As someone who had to "invent the wheel" last year to enable HubSpot to support a multiple project, multi-unit-per-project Real Estate Marketing ...read more
Solved
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
Accepted solution
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
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