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  • AidenMarkram on November 29, 2021
    0 upvotes
    1 Replies
    Hi friends, How can I work with the associations in terms of list building or template fields? For example, I have a Deal with an associated contact and the contact association label for one of the contacts is called HubSpot Rep . I want to be...
    Reply
    Hall of Famer
    November 29, 2021 22:12
    Hi @AidenMarkram , This might be possible with custom code actions in Operations Hub Professional or Enterprise , requiring development, but ...
  • SBlakeman on November 28, 2021
    0 upvotes
    1 Replies
    If I create a workflow that sends an internal email when a deal meets a certain stage, I can only add Deal personlisatrions tokens to the internal email?!?! How can I add Company fileds from the deals acosiated company?!?!
    Reply
    Hall of Famer
    November 28, 2021 07:55
    Hi @SBlakeman , This is indeed a limitation of internal notifications in workflows. It's not possible to reference personalization tokens from...
  • SBlakeman on November 28, 2021
    0 upvotes
    1 Replies
    Whats the best way for SE to gather requirements? Lets say for examp our prodcut had 5 options, and you can have a mix of those options in 5 different coutires. How would you best capture that? In a playbook? In a form? Using a 3rd perty for...
    Reply
    Community Manager
    November 29, 2021 14:14
    Hello @SBlakeman , thank you for posting your question here! I want to add some top experts to this matter @webdew @tjoyce any recommendations ...
  • PaulRad on November 25, 2021
    0 upvotes
    1 Replies
    Hi there, can someone assist me here. I try logging into my mobile version of Hubspot. At the stage when the code is sent to my mobile and successfully received there is no area to enter the code. I have tried touching every corner and area on the s...
    Reply
    Hall of Famer
    November 25, 2021 23:47
    Hi @PaulRad , Could you share more details here please? Are you trying to log into the mobile app or the web interface on a mobile browser? Wh...
  • Solved
    EbarakHossain on November 24, 2021
    0 upvotes
    1 Replies
    Hi friends, How can I work with the associations in terms of list building or template fields? For example, I have a Deal with an associated contact and the contact association label for one of the contacts is called HubSpot Rep . I want to be...
    Reply
    Hall of Famer
    November 24, 2021 10:53
    Hi @EbarakHossain , For contacts, you should be able to set up active lists that will show you exactly these filters: Since we...
  • SBlakeman on November 24, 2021
    0 upvotes
    1 Replies
    Hi, We have a complex solution with many options / moving parts. We talk to prospects about their requirments and collect details up in Deal notes. We have some items in the product library that we can use for quotes but how do others record...
    Reply
    Recognized Expert | Platinum Partner
    November 24, 2021 06:58
    Hi @SBlakeman , Playbooks, required properties, record customization, and filters/reports. Playbooks help reps ask the right questions and...
  • GUberti on November 23, 2021
    0 upvotes
    1 Replies
    Hey, I am looking for best practices in terms of moving a deal from sales to customer success in Hubspot. At the moment when a deal is Closed Won by sales it moves to customer success as the deal needs to go through an implementation phase. At...
    Reply
    Community Manager
    November 24, 2021 01:56
    Hi @GUberti Thank you for reaching out. I want to tag some of our experts on this - @TrujayJay @LouiseGlover @Jonno_Price do you...
  • MMR1010 on November 22, 2021
    0 upvotes
    2 Replies
    https://share.hsforms.com/ This is the generic automatically generated subdomain for lead capture. Can we customize this? Move to our own Hubspot subdomain? If yes, how?
    Reply
    Member
    November 22, 2021 12:08
    Thanks!
  • Solved
    EbarakHossain on November 22, 2021
    0 upvotes
    5 Replies
    Hi friends, Need your kind help. I have uploaded (imported) a contact list that needs to be associated with one of the four business units that I have on my HubSpot. How do I do that? Many thanks in advance for your advice.
    Reply
    Contributor
    November 23, 2021 06:16
    Yes @karstenkoehler , this is exactly what I was looking for. Many thanks for your great support as always.
  • SM10 on November 22, 2021
    0 upvotes
    1 Replies
    Hi there! How can I track the quantities per order made in our eshop? Thanks!
    Reply
    Hall of Famer
    November 22, 2021 10:47
    Hi @SM10 , Could you share some more details? What ecommerce software are you using? Did you integrate it with HubSpot? Best regards
  • scollings on November 21, 2021
    0 upvotes
    1 Replies
    Hi have an Admin portal where people have to login to frist. Here I want to put a ChatBot. Is there a way for me to pass the email address, and names of the person who has logged in, into the ChatBot so I don't need to re-ask them? I don't rea...
    Reply
    Community Manager
    November 22, 2021 15:32
    Hello @scollings Happy Monday! I want to invite some of our top experts to help start this conversation @Gonzalo @DanielSanchez @webdew any ...
  • SPage44 on November 21, 2021
    0 upvotes
    2 Replies
    Hi there Hubspot Community! Can anyone who uses gmail tell me a little bit about how you operate daily and switch back and forth between app.hubspot.com and gmail.com? For example, my current task is to go through my inbox and respond, but no...
    Reply
    Participant
    November 22, 2021 09:31
    Hey webdew! This is great insight, thank you so much!
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