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Jon_HomePoint on December 13, 2024
What has anyone seen be the best ways to provide easily accessable sales training materials to reps for viewing both on their own as well as quickly accessable when on a call. Between Documents and snippets and the delination between for internal us read more
0 upvote
2 Replies
Top Contributor | Platinum Partner
December 13, 2024 16:49
Hi @Jon_HomePoint , Have you used Playbooks? Invaluable while on calls, gives a useful prompt based on best-practice for your industry/product...read more
darshanhira24 on December 13, 2024
Hi everyone, I’m Darshan Hiranandani, I've been using the auto contact merging feature quite a bit out of necessity, but sometimes I’ve come across some odd merges when scrolling through the suggested merges manually. For example, I’ve seen cases l read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 13, 2024 03:36
Hi @darshanhira24 , Thank you for raising this concern. Unusual merges, such as combining "Jane Doe" with "Jane Dome" or "Bob Doe," ...read more
Solved
MChanning on December 12, 2024
I want to create a new email template to send to a number of people. I can upload the image which I want to include in the email How do I embed a hyperlink into the image please Thanks Mike
0 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
December 12, 2024 08:36
Hi @MChanning , To embed a hyperlink into an image in a HubSpot email template, navigate to Marketing > Email, open a draft or create a new ...read more
RRindik on December 11, 2024
I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o read more
Participant
December 13, 2024 09:54
Hey @danmoyle ! Thank you for your quick response! You mentioned wanting to know what kinds of tasks we are creating We are a B2C company a...read more
Solved
JMysza on December 11, 2024
Greetings community, I am new to HubSpot and am building my contact list by hand using the "Create Contacts" feature. As I manually enter contact info and select "Create and Add Another"... I see the numver of records increase by one... confirmi read more
0 upvote
5 Replies
Accepted solution
Member
December 11, 2024 09:59
Okay, I think I know what is happening here... As I leave the "Create Contacts" window open and continue to use "Create and add another"... the c...read more
Solved
Himalaya1997 on December 11, 2024
Is there a way in HubSpot's meeting tool to allow a person to send a meeting request first, which we can review and approve, so that the meeting gets scheduled on our HubSpot calendar only after we confirm it?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 11, 2024 01:55
Hi @Himalaya1997 , This is unfortunately not possible at this stage. At the moment, you would have to look into third-party booking solutions ...read more
Solved
ASobaci on December 10, 2024
Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more
Accepted solution
Hall of Famer | Partner
December 10, 2024 03:04
@ASobaci thank you for adding this context. When it comes to the source, I'd recommend working with a custom property that clearly labels con...read more
Petter on December 09, 2024
Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more
1 upvote
3 Replies
Contributor | Elite Partner
December 13, 2024 03:19
Thank you @Lucila-Andimol Yes they have sales enterprise and we have the approval process set up. But do you know where the approval history i s...read more
Solved
JSvendsen on December 09, 2024
Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i read more
0 upvote
4 Replies
Accepted solution
Top Contributor
December 10, 2024 04:24
Hey @JSvendsen , You can always create and manage deals using custom close dates anyway I really don't think you should use pipelines as an in...read more
Kirbs on December 08, 2024
I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas read more
0 upvote
1 Reply
Key Advisor
December 08, 2024 06:55
Hi @Kirbs Not sure I'm fully understanding the question/issue ... When you have your Zoom account connected and are creating a meeting...read more
Solved
Keegan4123 on December 08, 2024
We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 08, 2024 02:13
Hi @Keegan4123 , If you want to send emails with deal information and information from associated contacts with a specific association label, ...read more
Solved
AJ_Kakrot on December 07, 2024
Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 08, 2024 02:08
Hi @AJ_Kakrot , There is currently no way to detect via filters in workflows if a field was updated by someone specific, only whether it was u...read more
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