Under a contact's activity feed, I get a lot of emails and activities that does not belong to that contact or associated deals. I tried to manually removed them, refresh, but nothing changes. Besides the fact that this same situation is in several read more
For an external integration, I am getting the values in Multiple Checkboxes field. I want to save these values in another field with field type - rich text field. How can I achieve this
Okay! So this is possible its just really hard and difficult... First you need to decide on a trigger: something like every Email which has "XXX" in...read more
Can anyone tell me what makes some properties unavailable in the Additional Condition filter of a rollup property? I created a calculation field on the deal record to indicate if it is an active deal or not, and it returns true/false. I'm trying to read more
Hi @Vetromark ,
I'm not sure if this is documented but last I checked, I experienced the same and HubSpot might simply not allow calculation p...read more
how to fix this? once i created a followup meeting in hubspot it will not enroll because it says event meeting booked occured but the meeting is after 2 days.
Description: We want to set up a workflow in HubSpot that automatically links a contact and company to the logged ticket based on a logged email or activity—such as meeting notes, calls, or chats. This would ensure that tickets always have the rig read more
Hey @KBrandt0 , thank you for posting in our Community.
Currently, HubSpot workflows alone can’t directly associate contacts and companies w...read more
How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list
Description: We would like to set up a workflow in HubSpot that automatically associates a contact and company based on a logged email or other activity (e.g., meeting notes, calls, chats). The goal is to improve data management and reduce the nee read more
If you navigate to Settings > Objects > Companies, you should see a checkbox you can enable for "Create and associate companies with contacts"....read more
Hello! More and more, we end up with 10 contacts or more, associated to 1 company. For example when we work with partners: at 1 partner we know multiple people, but we only work regularly with few of them. I would like to find a way to pri read more
hello, I created a unique property [unformatted_phone] as a unic value to handle the duplications in my data base. Currently, I only have the phone number with +33 etc completed. I would like to import a data base but make sure duplications are h read more
Hi @ElodieDel ! How are you?
There's an option in HubSpot that allows you to o require unique values for a property. I believe that could be ...read more
Hey all, I have been trying to come up with a way to solve this problem... we have automations in place to set up MQLs and an associated lead in the lead object, so the sales guys can work the lead and qualify it. How can I make it so they don't ju read more
Hi @msoren42 ,
At this stage, it's not possible to force deal creation through a lead and not simply create a deal directly. While there a pip...read more
Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited read more
One of my favorites tools to use is the Marketing Events object for both webinars and in person events!
You can create them manually for in-p...read more