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
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
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
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
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
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
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
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
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
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?
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
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
@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
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
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
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
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
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
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
Hi @Keegan4123 ,
If you want to send emails with deal information and information from associated contacts with a specific association label, ...read more
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
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