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MiaSrebrnjak on Janeiro 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leia mais
Gerente da Comunidade
Fevereiro 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Leia mais
EHollingworth on Abril 22, 2024
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Abril 22, 2024 23:54
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...Leia mais
RReicker on Abril 22, 2024
Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne Leia mais
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1 Respostas
Conselheiro(a) de destaque
Abril 22, 2024 15:48
Hi @RReicker Have you used the "test" functionality in the workflow to see why the companies are not enrolling and why notifications are not...Leia mais
HMA on Abril 22, 2024
Hi everyone, I use Hubspot (free version) on a Wordpress website. I'm using the plugin and from the settins it seems installed correctly. Unfortunately I have a problem, the contacts who fill a form in the website who comes from "paid search" (googl Leia mais
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2 Respostas
HMA
Membro
Abril 23, 2024 03:39
hi, I'm using Contact form 7 and it's just 1 form in the whole website, how can I ensure it maps the fields in the correct way into Hubspot? Waiting ...Leia mais
CLim-ABB on Abril 19, 2024
Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv Leia mais
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5 Respostas
Membro do Hall da Fama | Parceiro
Abril 23, 2024 00:25
@CLim-ABB you seem to be clicking at the column header, yes, which sorts a column. You first need to click the blue name on the left.
CLim-ABB on Abril 19, 2024
Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into Leia mais
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1 Respostas
Especialista reconhecido(a) | Parceiro Diamante
Abril 19, 2024 12:33
Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.
DPretorius4 on Abril 18, 2024
I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
1 avaliações positivas
2 Respostas
Autoridade no assunto | Parceiro Platinum
Abril 19, 2024 07:52
Hi @DPretorius4 You should definitely follow the steps Berangére told you because we dont have access to your HubSPot account information here...Leia mais
Solucionado
OBetzalel on Abril 18, 2024
Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀
1 avaliações positivas
7 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Diamante
Abril 18, 2024 08:27
Hi @OBetzalel , As I indicated, this will require a three step Zap in Zapier, like this: Three step Zaps are available on the $19...Leia mais
TKey on Abril 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to Leia mais
1 avaliações positivas
1 Respostas
Colaborador(a)
Abril 17, 2024 23:23
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...Leia mais
Solucionado
OBetzalel on Abril 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Colaborador(a)
Abril 17, 2024 19:31
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...Leia mais
Solucionado
SZia9 on Abril 17, 2024
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th Leia mais
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1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 17, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: https://community.hubspot.com/t5/Email-Marketing-Tool...Leia mais
MChanning on Abril 17, 2024
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give Leia mais
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2 Respostas
Participante
Abril 17, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard on Abril 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a Leia mais
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2 Respostas
Membro
Abril 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...Leia mais
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