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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
ZAHoopes on Abril 19, 2024
When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles? I' Leia mais
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0 Respostas
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I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
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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! 😀
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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
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
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
0 avaliações positivas
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
0 avaliações positivas
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
GIDM on Abril 15, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send Leia mais
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1 Respostas
Membro do Hall da Fama | Parceiro
Abril 15, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...Leia mais
Solucionado
m13drk on Abril 12, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 12, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...Leia mais
Solucionado
LWest0 on Abril 11, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen Leia mais
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1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 12, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...Leia mais
Solucionado
R_A10 on Abril 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...Leia mais
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