Does HS offer any type of a list of shortcuts that we can use while typing Notes? I know about Bold, Italics and underline, but are there any shortcuts when in a very long note, to change the color of text or adding bullet points, etc., without hav read more
Hi @TWillie7 ,
Could you share a screenshot of the interface where you need to scroll to access the note formatting? For me, it always sits at...read more
I am using Dedicatedcore UK VPS to target my Europe audience and now I want to integrate my web application with HubSpot CRM so is it okay to go with CRM on my VPS.
Hi @karansingh1
glad to see you are thinking about integrating with HubSpot.
Most the apps that can be currently connect to HubSpot are availa...read more
Hi, I want a blank row after the preview text. Right now I have changed the alt text on the first image to better suit with the preview text, but I would rather just remove it so it looks more clean in the inbox. I've read some old posts ab read more
We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customer read more
Hi @LMoldenhauer
so you can enroll Contacts in bulk in a sequence from the Contact records listing
but Companies you can only enroll them in t...read more
Hi everyone! I’m running into a snag with Brave while working in HubSpot. Whenever I’m in a deal record, the inbound call recording from RingCentral won’t play—there’s not even a play button. Oddly enough, the same recording does play perfectl read more
Hi @EAlvarez51 ,
Brave is not among HubSpot's supported browsers, unfortunately: https://knowledge.hubspot.com/account-security/browsers-supp...read more
To me it makes sense to separate this and create 2 separate deals. Mark as won the portion that has been approved and keep the other portion in verbal approval until we get the financial commitment behind it. Is this the general consensus on s read more
Hey @Pwrpros , Happy Monday!
Your approach makes sense, splitting the quote into two deals allows you to track the approved portion separate...read more
I want to require that a custom company record be updated as a pipeline stage requirement, but all I can add are deal properties. How can I accomplish this?
Hi @MSherman0 ,
This is unfortunately not possible at the moment, see also this thread: https://community.hubspot.com/t5/CRM/Require-company-...read more
Hi guys, I've installed the HubSpot mobile app to get notifications whenever a contact is made or updated. However, I’m not receiving any notifications despite enabling them in my phone settings and the app. What could be the issue, and is there read more
Hello @lishba , A few things could be causing this issue. First, double-check your HubSpot notification settings in the app: go to Settings...read more
Hi, I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal. Is this possible? Thanks
Hello We are just starting to use the automated sequences. I would like to understand the differences between enrolling a person in a sequence from the Contact record or creating a Lead record from the contact record and then enroll the Lead i read more
@AScheerDanton - The activity seen on the contact record RE the sequence will mirror that on the lead record, yes. The contact property 'Lead sta...read more
What are some real-world business scenarios where you have successfully implemented HubSpot Sequences? Could you share specific use cases and their impact?