Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • FREE
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
SAden on November 08, 2024
Wir möchten gerne über HubSpot Rechnungen erstellen, aber die Standardrechnung sieht sehr leihenhaft aus. Kann man wie die Angebote die Rechnungsvorlage an seine Wünsche anpassen? Wo finde ich das. Suche mich dumm und düsselig.
0 upvote
0 Reply
Keegan4123 on November 08, 2024
I have added about 50 custom properties to a custom object, some have values in them, most others have nothing in them. I built a report that has all the custom properties on there for each custom object. When I add it to a dealer card it filt read more
0 upvote
0 Reply
AnthonyJohnson on November 08, 2024
As a Customer Success Manager, my role is to ensure that you get the most value from your HubSpot tools to drive your success. One of the most common challenges I hear from sales teams is how to efficiently develop sales opportunities while mainta read more
1 upvote
0 Reply
Solved
AJ_Kakrot on November 08, 2024
In HubSpot we can assign owner on round robin but for my use case our sales team has a team of 10 and each of them have their week off on different days. So based on their availability i want to ensure the deal gets assigned to only sales person who read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 16:33
Hi @AJ_Kakrot , No, this is not possible natively. You'd have to look into third party integrations (PocketKnife could be an option) or custom...read more
Solved
AJ_Kakrot on November 08, 2024
Hi All, Through workflow I want to copy one date property to another date property if certain deal stage is met. While doing so in workflow I cannot see any option to copy property value in the same object. As far as I remember earlier their was read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 16:37
Hi @AJ_Kakrot , HubSpot recently consolidated this within the workflow action "Edit record". It looks different but it's all still there. Firs...read more
Keegan4123 on November 08, 2024
I am shocked there is not more demand for this item, or even discussion about it. But our use case insists we manage inventory at various locations. Ideally visable through hubspot. Curious what others have done, investigating pandaflow's inve read more
0 upvote
1 Reply
Community Manager
November 08, 2024 16:28
Hey @Keegan4123 ! Thanks for the post. I found a similar thread that shares some workaround suggestions and third-party options for inventory man...read more
ddokubo on November 08, 2024
I am trying to send emails within hub spot and it is not allowing me to generate an email please help. I have linked my email still no hope
0 upvote
3 Replies
Hall of Famer | Partner
November 08, 2024 07:36
@ddokubo can you please share a screenshot? There are various places in HubSpot this could be referring to. If you're referring to the marke...read more
Solved
ASobusiak on November 08, 2024
Good day, I would like to limit the creation of new Leads to one specified stage, and then limit the possibility of skipping subsequent stages (mainly due to saving the conversion date to other stages for reporting). Is there such an option in t read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
November 08, 2024 06:34
@ASobusiak sure. Let's assume the first two stages "New" and "Attempting". Create a custom single checkbox lead property "Eligible to move to A...read more
Solved
Keegan4123 on November 07, 2024
We have a group of custom objects (dealers) that have associations to various contacts (customers, admins, ect) I want to create a custom list or report that I can have filtered to include only associated customers to the dealer, then email them read more
1 upvote
1 Reply
Accepted solution
Guide | Elite Partner
November 07, 2024 23:42
Hi @Keegan4123 , Are you using association labels to identify who are Customers and who are the othey association types? If yes, you can use...read more
Solved
LEdgell on November 07, 2024
Hello Guys, We have been using conditional/dependent properties for some time now where we set a property such as Lead Status - Disqualified so the property 'Disqualified Reason' shows to be completed, the team completes it, saves the file then the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 07, 2024 14:16
Hi @LEdgell , That's currently not possible, unfortunately. You'd have to work with the conditional display logic, at the moment. Other ...read more
Solved
TBuergel on November 07, 2024
I want to set the pipeline that is shown as a default when I click on "deals" tab. How can I do this? I tried reordering the pipelines but this does not change anything.
0 upvote
2 Replies
Accepted solution
Contributor
November 08, 2024 03:24
I am not sure if you can define the default pipeline that is always shown when you go to deals. I believe HubSpot remembers the last pipeline you vie...read more
YPerdelwitz on November 07, 2024
One of our customers has the following requirement: they create a new contact and want to assign an existing email (e.g. with a contract) to this record. In Cobra, this is possible with the Outlook add-on. I couldn't find anything in HubSpot with th read more
0 upvote
2 Replies
Member
November 08, 2024 03:20
Thank you very much, @PamCotton , for your prompt response and for involving the experts in the field. Perhaps they have an even better solution. Th...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.