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Solved
ASobusiak on May 15, 2025
Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 15, 2025 06:39
Hi @ASobusiak , Are you referring to the contact object or lead object? For the lead object, no, there aren't lead pipeline rules yet, l...read more
Solved
PNeill1 on May 15, 2025
How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
May 15, 2025 08:42
Hi @PNeill1 , Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally,...read more
Solved
PHA_iPadag on May 14, 2025
Context: We are still in the midst of building out our HubSpot instance and looking for a way to track and automate change orders for our deals. I'm testing in our sandbox and here's where I'm at. I've created an automated workflow that copies Dea read more
0 upvote
6 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 15, 2025 12:56
Here are more details, in case anyone else runs into the issue. The objective was to copy values from specific line items associated with a dea...read more
Solved
Adam_W on May 14, 2025
We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the read more
Accepted solution
Contributor
May 14, 2025 15:50
Hey @Adam_W , Use default property Recent sales email replied date → auto-updates on replies. HubSpot Property Reference Create custom c...read more
Solved
Ishan5 on May 14, 2025
Hi @All Is there a way to create automation in HubSpot to block spam submissions? Someone has been submitting forms repeatedly, and I want to set up an automation to block the IP address and domain associated with the spam. I've already enabled read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
May 14, 2025 08:22
Hey @Ishan5 ! Not a perfect solution, but there's a new beta that might help! Navigate to the Settings cog in the top right hand of your portal >...read more
Solved
Iscrisvesu on May 14, 2025
Hi everyone, We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot. We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 14, 2025 05:32
Hi @Iscrisvesu , Unfortunately not out of the box, no, there are no meeting-based workflows (which would likely make this possible). Ot...read more
Solved
RazorP on May 13, 2025
Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 13, 2025 10:00
Hi @RazorP , Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...read more
galvanA81 on May 13, 2025
Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there read more
0 upvote
4 Replies
Member
May 14, 2025 16:05
Using custom product properties like "Price EUR Spain" can work short term, but it does limit scalability and makes reporting or syncing with other t...read more
Solved
FelixC on May 13, 2025
Mobile app android Create a notes in the contact but fail to save. With error??
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 13, 2025 06:50
Hi @FelixC , Have you completed these basic troubleshooting steps? https://knowledge.hubspot.com/account-management/troubleshoot-hubspot-mobi...read more
Solved
MChanning on May 13, 2025
I am hoping that someone can help please? Before I start, I need to explain that I have based my career in sales, on asking stupid questions, and I am mopt going to stop now. I just tried to create a new company in Hubspot. As I have done for qu read more
0 upvote
2 Replies
Accepted solution
Participant
May 13, 2025 08:23
Thank you Manhar, I really appreciate your feedback. regards Mike
ErikP98 on May 13, 2025
Hi everyone, In addition to a log-in prompt, another great feature for the App/Addon would be to be able to adjust the panel to any size. With the Old Outlook it was possible to enlarge it, but not make it smaller, let's say only a few pixe read more
0 upvote
1 Reply
Community Manager
May 13, 2025 06:55
Hi @ErikP98 and welcome, we are so glad to have you here! 🤗 I'd like to thank you for sharing your valuable feedback with the HubSpot Communi...read more
Solved
MNold21 on May 12, 2025
Currently when an international lead comes through it triggers an internal notification to someone on our team then they forward to our partner to follow up with. It includes the lead's name, contact info and what they are interested in. Is it at al read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 12, 2025 11:13
Hi @MNold21 , Specifically for the internal email notification action, no; the recipient must be a user. If you have Marketing Hub Profe...read more
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