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ASobusiak en May 15, 2025
Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status?
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 15, 2025 06:39
Hi @ASobusiak , Are you referring to the contact object or lead object? For the lead object, no, there aren't lead pipeline rules yet, l...Leer más
PNeill1 en May 15, 2025
How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks
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1 Respuestas
Experto reconocido | Partner nivel Diamond
May 15, 2025 08:42
Hi @PNeill1 , Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally,...Leer más
PHA_iPadag en May 14, 2025
Context: We are still in the midst of building out our HubSpot instance and looking for a way to track and automate change orders for our deals. I'm testing in our sandbox and here's where I'm at. I've created an automated workflow that copies Dea Leer más
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6 Respuestas
Experto reconocido | Partner nivel Diamond
May 15, 2025 12:56
Here are more details, in case anyone else runs into the issue. The objective was to copy values from specific line items associated with a dea...Leer más
Adam_W en May 14, 2025
We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the Leer más
Colaborador
May 14, 2025 15:50
Hey @Adam_W , Use default property Recent sales email replied date → auto-updates on replies. HubSpot Property Reference Create custom c...Leer más
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Ishan5 en May 14, 2025
Hi @All Is there a way to create automation in HubSpot to block spam submissions? Someone has been submitting forms repeatedly, and I want to set up an automation to block the IP address and domain associated with the spam. I've already enabled Leer más
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2 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Platinum
May 14, 2025 08:22
Hey @Ishan5 ! Not a perfect solution, but there's a new beta that might help! Navigate to the Settings cog in the top right hand of your portal >...Leer más
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Iscrisvesu en May 14, 2025
Hi everyone, We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot. We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp Leer más
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Solución Aceptada
Miembro del salón de la fama | Partner
May 14, 2025 05:32
Hi @Iscrisvesu , Unfortunately not out of the box, no, there are no meeting-based workflows (which would likely make this possible). Ot...Leer más
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RazorP en May 13, 2025
Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread Leer más
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1 Respuestas
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Miembro del salón de la fama | Partner
May 13, 2025 10:00
Hi @RazorP , Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...Leer más
galvanA81 en May 13, 2025
Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there Leer más
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4 Respuestas
Miembro
May 14, 2025 16:05
Using custom product properties like "Price EUR Spain" can work short term, but it does limit scalability and makes reporting or syncing with other t...Leer más
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FelixC en May 13, 2025
Mobile app android Create a notes in the contact but fail to save. With error??
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1 Respuestas
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Miembro del salón de la fama | Partner
May 13, 2025 06:50
Hi @FelixC , Have you completed these basic troubleshooting steps? https://knowledge.hubspot.com/account-management/troubleshoot-hubspot-mobi...Leer más
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MChanning en May 13, 2025
I am hoping that someone can help please? Before I start, I need to explain that I have based my career in sales, on asking stupid questions, and I am mopt going to stop now. I just tried to create a new company in Hubspot. As I have done for qu Leer más
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2 Respuestas
Solución Aceptada
Participante
May 13, 2025 08:23
Thank you Manhar, I really appreciate your feedback. regards Mike
ErikP98 en May 13, 2025
Hi everyone, In addition to a log-in prompt, another great feature for the App/Addon would be to be able to adjust the panel to any size. With the Old Outlook it was possible to enlarge it, but not make it smaller, let's say only a few pixe Leer más
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1 Respuestas
Administrador de la comunidad
May 13, 2025 06:55
Hi @ErikP98 and welcome, we are so glad to have you here! 🤗 I'd like to thank you for sharing your valuable feedback with the HubSpot Communi...Leer más
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MNold21 en May 12, 2025
Currently when an international lead comes through it triggers an internal notification to someone on our team then they forward to our partner to follow up with. It includes the lead's name, contact info and what they are interested in. Is it at al Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 12, 2025 11:13
Hi @MNold21 , Specifically for the internal email notification action, no; the recipient must be a user. If you have Marketing Hub Profe...Leer más
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