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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
OBetzalel on April 24, 2024
Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more
0 upvote
3 Replies
Hall of Famer | Partner
April 24, 2024 07:28
@OBetzalel "Expiration date is more than 0 days ago" should work. That would enroll deals where the expiration date is in the past.
JMOT on April 24, 2024
Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
April 24, 2024 08:35
Hey @JMOT YEs, everytime an existing contact completes a new form using the same email the properties in this records get updated. If they u...read more
Solved
OBetzalel on April 24, 2024
Hi, I have a question on what's best to do when you create a workflow for a custom object for example. We want to create a workflow that will be triggered everytime there is an update / create action on the record? or set the triggers that will ex read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 24, 2024 04:20
Hi @OBetzalel , I'm not sure I'm reading the exact question from your post. Are you asking whether that's a good idea or how to do it? I...read more
Solved
OBetzalel on April 24, 2024
Hi, We are using the standard quotes in HubSpot. We created a custom field on the Deal level (Purchase Term) and we want to place it on the quote. Is it possible? Thanks!
0 upvote
3 Replies
Accepted Solution
Participant
April 24, 2024 06:30
Yes, that should be possible using the HubSpot Quote tool. There are instructions on how to do it in the first link. Please let me know if you have an...read more
BHopkins78 on April 23, 2024
We have several businesess that have more than 1 location but we only want to send 1 quote but have all the locations on the quote. We thought we had a work around by adding the other locations as "products" but the issue we ran into is that is show read more
0 upvote
2 Replies
Participant
April 23, 2024 18:32
Hi @BHopkins78 , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over how...read more
Solved
SThatcroos on April 23, 2024
We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 23, 2024 07:12
@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone. This can show as incorrect when employ...read more
jforte on April 23, 2024
HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly read more
Top Contributor
April 24, 2024 05:34
I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️
EHollingworth on April 22, 2024
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more
0 upvote
1 Reply
Hall of Famer | Partner
April 22, 2024 23:54
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...read more
RReicker on April 22, 2024
Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne read more
0 upvote
2 Replies
Participant
April 23, 2024 09:05
I did the test, as well as the "Why didn't this company enroll option". Results were nothing. I did add to the one not working "Is Deal Closed = ...read more
HMA on April 22, 2024
Hi everyone, I use Hubspot (free version) on a Wordpress website. I'm using the plugin and from the settins it seems installed correctly. Unfortunately I have a problem, the contacts who fill a form in the website who comes from "paid search" (googl read more
0 upvote
3 Replies
Recognized Expert | Diamond Partner
April 23, 2024 09:37
Hi @HMA , You have two options: 1.) Embed the hubspot forms Javascript in your page s instead of using Contact Form 7. 2.) Use this...read more
CLim-ABB on April 19, 2024
Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv read more
0 upvote
5 Replies
Hall of Famer | Partner
April 23, 2024 00:25
@CLim-ABB you seem to be clicking at the column header, yes, which sorts a column. You first need to click the blue name on the left.
CLim-ABB on April 19, 2024
Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 19, 2024 12:33
Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.
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