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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
Solved
crashimir on March 24, 2023
Hi there, Is there a plan to develop the ability to insert a note for Closed Lost Reason along with the option from the dropdown? For example, we have a bunch of competitors, and sometimes customers decide to go with them instead of us. I'd read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 24, 2023 05:27
Hi @crashimir , This has been requested by many users before: https://community.hubspot.com/t5/HubSpot-Ideas/Conditional-Properties/idi-p/299...read more
Solved
SusanneLorenz on March 24, 2023
Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 24, 2023 01:59
Hi @SusanneLorenz , Not that I'm aware of, no. There aren't any settings to pre-populate call notes without having to click anything. Ho...read more
Solved
LYTsang on March 23, 2023
Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more
0 upvote
2 Replies
Accepted Solution
Community Manager
March 24, 2023 08:12
Hello @LYTsang Happy Friday! Thank you for posting in our Community! At the moment it is not possible to have a workflow action that can updat...read more
RMorris66 on March 23, 2023
We use Eventbrite for our event registration and have integrated EB with HubSpot. Can I create one list that has both those who registered and those who actually attended? I know I can do separate lists, but is there a way to get this all into one? read more
0 upvote
5 Replies
Hall of Famer | Partner
March 24, 2023 11:28
Hi @RMorris66 , If you use the AND operator, you will only get contacts who both registered and attended. If you use the OR operator, ...read more
InciteJoe on March 23, 2023
Hello, I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow. E.g. if a contact is under Business Unit A then add any deal associated to them int read more
0 upvote
1 Reply
Top Contributor | Partner
March 23, 2023 03:37
Hi @InciteJoe , Yes, there is a way to work around this with a workflow with a combination of contact/deal triggers. Try using the if/el...read more
Kevin_Jorgensen on March 22, 2023
For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more
1 upvote
2 Replies
Participant | Platinum Partner
March 22, 2023 14:25
Hi. Thanks for the suggestion. The purpose of this number is that it is used in the calculation of the reps progress to goal. We want to use the numbe...read more
rj008 on March 21, 2023
I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more
0 upvote
3 Replies
Participant
March 24, 2023 12:27
Hi @rj008 , As far as I know it is not possible to do it via gmail plug in. You may check out this tool in market place: https://ecosystem.h...read more
thusgaard on March 21, 2023
Can't quite seem to crack this. Here's some context: As part of a marketing campaign a number of contacts have received an email. the CTA was "sign up for this meeting/event". Some contacts who received the marketing email may have forwarded it t read more
Hall of Famer | Partner
March 21, 2023 11:25
Hi @thusgaard , This requires the creation of a temporary custom property, if I'm not mistaken. Here's what you would do: Create a company...read more
DNegri on March 21, 2023
Hi everyone, Can someone help me on this task? A need to split a business value with 2 or more people to garantee im paying comission balanced by the lead founder and the one who took the business til the closure. example: i have a 1MM c read more
0 upvote
1 Reply
Community Manager
March 22, 2023 01:41
Hi @DNegri , Thanks for reaching out to the Community! Are you referring to splitting the value of a deal/product among two individuals...read more
SBrown6 on March 20, 2023
As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more
Hall of Famer | Partner
March 20, 2023 11:33
Hi @SBrown6 , Do you need to get these notifications immediately or would a daily digest also be acceptable? If so, you could – instead of tri...read more
rytrom on March 20, 2023
Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more
1 upvote
2 Replies
Key Advisor | Platinum Partner
March 21, 2023 05:42
Hey @rytrom , thanks for sharing! And thanks for the mention, @kvlschaefer ! This is a really cool use case! I feel like setting...read more
MSantini on March 20, 2023
When a member of my team shares their appointment booking link, the contact selecting the time gets this response from the browser: "Make sure you have received a confirmation email for the meeting request or a proposal for a new meeting time. Crea read more
0 upvote
3 Replies
Top Contributor | Partner
March 21, 2023 01:10
@MSantini This video is what I was talking about
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.