Always Listen to every suggestions of each people in the group Establish a bond to become comfortable with each other Be a good Leader and a good Team Player
Great points! Listening and building trust really make a team stronger. I’d also add keeping communication clear and respectful — it helps avoid misu...read more
I'm looking for some help with a set of workflows I'm building to support a partner référrąӏ* process. We have a form that collects a referring partner's email address and various other fields related to the client they're referring, which are c read more
Hi @SKarmali
That’s a smart workflow design and yes, the re-enrollment lag you’re hitting is a known limitation when mixing object-based and con...read more
Hi everyone, I wanted to share a few practical CRM tips that have helped our marketing team stay organized and improve campaign efficiency: Use custom properties to track key marketing data such as lead source or campaign type. Set up automat read more
Hi Community, Looking for some way to stop Hubspot from tracking and logging of INTERNAL emails within our company. Why - for obvious privacy and confidentiality reasons. How do we do this stop this? We DO want to log and track EXTERNAL emai read more
Hi @KFarn ,
The only tool currently available for this would be the never log list at the bottom of your screenshot. https://knowledge.hubspo...read more
Hi, guys. I'm struggling to change the properties I made on the "Deals" page. For some reason, although I am the super owner of our company's CRM, when I go into the settings and I try to alter the pre-defined properties, I get a notification that s read more
I get really confused between the State/Region Property and State/Region Code property in HubSpot. They are both text properties and it is messy. I have another property set up called "Select State", that I have populated with all 50 States and also read more
Hi @Stacks42 ,
The official definitions of these fields are as follows: https://knowledge.hubspot.com/properties/hubspots-default-contact-pro...read more
I'm looking to understand the best way for my team to be able to use snippets that have pre-approved documents listed as links within them. We don't want to use the "files" URLs because the permissions on what gets uploaded into the "files" libr read more
Hey, @DHochman 👋 thanks for the interesting question. I checked older threads but didn't see a great 3rd party option to achieve your goal. If...read more
Hi all - hoping someone can assist as HubSpot support has had this for a couple of weeks and seemingly no luck. I have a company date property - Regulatory Judgement Date - which is updated manually. I also have a 'Next Expected Regulatory Judge read more
Hi @Smanstey ,
This is most easily achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properti...read more
Has anyone had any luck or found any work around to log & track emails sent from deskpro in hubspot? We use Deskpro as our ticketing system for support & sales enquiries and have recently set the sales team up with the HubSpot outlook ex read more
Deskpro won’t BCC HubSpot, so you won’t get native opens/clicks tracking. Two workable paths: 1) Quick no-code: pipe the support mailbox into a HubSp...read more
Hi everyone. I currently have 3 WABA phone numbers for 3 different brands. I want to use them to retarget my customers in HubSpot through workflows. Are there any integrated apps that support multiple WABA numbers within the same HubSpot account? S read more
Hi Dilshad, thanks for the recommendations. I’ve already checked with MessageBird and WATI: • MessageBird’s HubSpot integration by Ulgebra is tied t...read more
Hi Community, Does anyone know what setting to change for the visualization on the deal tracker so that if a stage is set to Closed Lost (or even Closed Won) that it does NOT automatically show the check marks for all the other deal stages? read more
Hi @KFarn !
This is actually expected behavior in HubSpot’s Deal Stage Tracker visualization. The tracker doesn’t dynamically reflect the path a ...read more
Hi everyone, I’m looking for some advice on how to best structure this in HubSpot. Issue: Right now, our Fees property is a text field, and it’s causing several issues such as blanks or incorrect manual entries. Context: Eac read more
Hi @DDias72 - do you use HubSpot's product library? That can easily solve this problem for you. It has a discount field as well, which can be uni...read more