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SFowler5 on Junho 06, 2023
When viewing the each deal in the pipeline boards I also want to see the deal owner and the probability of that deal, without opening the deal in preview or in full view. How can I add these properties?
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Junho 06, 2023 05:51
Hi @SFowler5 , You can make this change under Settings > Objects > Deals > tab Pipelines > Board customization : ...Leia mais
vsharga on Junho 06, 2023
I recently discovered that a custom Property I had created for contacts and companies has undergone some unexpected changes. It appears that the custom property has been removed from the company information, even though I can still find it in the "m Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Junho 06, 2023 03:09
Hi @vsharga , I'll try to help here but unfortunately, on the free CRM you probably won't get to the bottom of this. In the HubSpot user...Leia mais
JPogson on Junho 05, 2023
Hi channel, need your help Recently we de-activated a contact owner. However when the contact re-engaged, the reply was sent from the original contact owner. Is it best practise to re-assign the contact & company and are there any side affe Leia mais
0 avaliações positivas
3 Respostas
Membro do Hall da Fama | Parceiro
Junho 05, 2023 09:00
Hi @JPogson , It seems like that email is using a personalization token for Contact owner . Have you checked this email? Can you share a scre...Leia mais
AshuDaga on Junho 04, 2023
It's gr8! to simply create a new form and ask users to enter their updated info (like address, cell #, etc). But is it possible to prepopulate the info on that form so that the user knows, which info is correct and only update the changed info? With Leia mais
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1 Respostas
Gerente da Comunidade
Junho 05, 2023 15:33
Hi @AshuDaga , Thank you for reaching out to the Community! I've moved your reply to a new post to ensure it gets visibility among our communi...Leia mais
CMcRae-Thompson on Junho 02, 2023
I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. I contacted HubSpot support and they said it was due to a Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Junho 02, 2023 14:47
Hi @CMcRae-Thompson , You're correct, activity properties can't be used for re-enrollment. However, this can be easily bypassed using an activ...Leia mais
OMueller7 on Junho 02, 2023
Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Ouro
Junho 04, 2023 18:53
Hi @OMueller7 You could exctract the details from Deals through the HubSpot APIs, and you can access property history. Set the prope...Leia mais
phtheref on Junho 01, 2023
Hi! I have an urgent need for create & update deals from Google Sheets to Hubspot. I managed to did this with zapier zap but it doesn't create line items. I can live without this (because all deals which are coming from Google sheet are using s Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a) | Parceiro Elite
Junho 02, 2023 05:33
@phtheref - They don't, no.
CKishon on Junho 01, 2023
Hi, Now there in inbound calling in Hubspot. however I didn't succeeded to understand if I can get inbounds call to my number and not to new number that Hubspot provide. Thank you
1 avaliações positivas
2 Respostas
Junho 01, 2023 13:00
Thank you for your response, So if I understood correnct, there is no way to get a phone call via Hubspot and the number the client dial is the numb...Leia mais
VIyengar on Maio 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt Leia mais
0 avaliações positivas
3 Respostas
Colaborador(a) | Parceiro Elite
Maio 31, 2023 09:28
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...Leia mais
LCoveyduck on Maio 30, 2023
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Maio 30, 2023 12:43
Perfect thanks!
fierceweek on Maio 26, 2023
Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.
0 avaliações positivas
1 Respostas
Top colaborador(a) | Parceiro
Maio 29, 2023 08:42
Hey @fierceweek this isn't possible at the moment unfortunately. There's limited public apis for the sales tools. The only way to delete sequences ...Leia mais
MichaelRe on Maio 26, 2023
Hi, If you add additional emails to an active Workflow, will contacts active in that Workflow be sent the new email (i.e. assuming there is a Xday delay in the Worflow before any contact reaches the end? The reason I'm asking this is wrt a m Leia mais
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2 Respostas
Maio 26, 2023 12:52
Thanks Josh, really appreciate you helping out - appreciate the speedy reply! 😊
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