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SHillebrand en Febrero 14, 2025
Hi! I work for a company who sells memberships, and have 1-6 members per company subscribing, and besides these members they have all contacts rattached to each member company but not considered as members. How to make this differenciation in hubs Leer más
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TChappell5 en Febrero 14, 2025
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the pipeline to Stage 2. I can't seem to make it work, below is what I currently have set for the criteria and Leer más
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3 Respuestas
Miembro del salón de la fama | Partner
Febrero 14, 2025 15:14
@TChappell5 what happens when you open the enrolment criteria and use the test feature in the left sidebar to see which of the filter criteria your...Leer más
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CWorsley9 en Febrero 14, 2025
Hi Why can accounts team not see replies from a rep who puts a 'note' on while out on the field from a F2F mtg? For instance account update 'notes' on a customer where they have ahd contact withthem regarding accounts payable and reps can see th Leer más
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3 Respuestas
Solución Aceptada
Asesor destacado
Febrero 14, 2025 08:14
Hi @CWorsley9 That most likely has something to do with their "Notes" permission settings. The "view" permission should be set to all. ...Leer más
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ASobusiak en Febrero 14, 2025
Hi, is it possible to create Leads and Deals when adding a new Contact to HubSpot's CRM database? The idea is that when creating a Contact, you'll immediately have the option to create a Deal or Lead associated with that Contact.
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Miembro del salón de la fama | Partner
Febrero 14, 2025 05:03
Hi @ASobusiak , No, this is not possible – the create record forms are limited to one object exactly at the moment. See here: https://knowled...Leer más
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ASobusiak en Febrero 14, 2025
Hi, I have a question - is it possible to automatically create Leads when importing Contacts to HubSpot's CRM database?
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 14, 2025 04:58
Hi @ASobusiak , Yes, you could do so with a contact-based workflow that enrolls contacts from that import (e.g. 'When filter criteria is met' ...Leer más
LStrathmann en Febrero 13, 2025
Hallo, ich habe mir die App auf meinem Handy und meinem Mac heruntergeladen und alles in der Web Version soweit konfiguriert. Ich möchte nur die kostenlose Variante nutzen. Mein Problem: Wenn ich keinen Kunden anlege und für diesen eine Aufgabe Leer más
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2 Respuestas
Miembro
Febrero 15, 2025 13:45
It is like the filter in the app may be automatically set to a specific employee. Have you tried looking for a similar filter in the app settings or ...Leer más
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Xiawanbai en Febrero 13, 2025
How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called "company name" on the contact card?
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Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 13, 2025 05:50
Hi @Xiawanbai , It would be as straightforward as the below: Notes: Enrollment based on 'When filter criteria is met' ...Leer más
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Winqvist en Febrero 13, 2025
Hello, I like to create a searchable link from another system that takes you to a Company with a property that is equal to a value. Any ideas if this can be done? Using the global search can filter on Company object. I like to add filter to Leer más
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1 Respuestas
Solución Aceptada
Asesor destacado | Partner nivel Diamond
Febrero 13, 2025 05:56
Hi @Winqvist , The global search URL does support filtering by objects such as Companies. Unfortunately as far as I know the part where, add...Leer más
NTernowetsky en Febrero 12, 2025
My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for li Leer más
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1 Respuestas
Administrador de la comunidad
Febrero 13, 2025 09:39
Hi @NTernowetsky , Thanks for the details and the screenshot. Let’s invite some of our experts to join this conversation to see if the...Leer más
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TWillie7 en Febrero 11, 2025
Does HS offer any type of a list of shortcuts that we can use while typing Notes? I know about Bold, Italics and underline, but are there any shortcuts when in a very long note, to change the color of text or adding bullet points, etc., without hav Leer más
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Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 12, 2025 00:20
Hi @TWillie7 , Could you share a screenshot of the interface where you need to scroll to access the note formatting? For me, it always sits at...Leer más
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karansingh1 en Febrero 11, 2025
I am using Dedicatedcore UK VPS to target my Europe audience and now I want to integrate my web application with HubSpot CRM so is it okay to go with CRM on my VPS.
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1 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Platinum
Febrero 11, 2025 07:32
Hi @karansingh1 glad to see you are thinking about integrating with HubSpot. Most the apps that can be currently connect to HubSpot are availa...Leer más
JRoos17 en Febrero 11, 2025
Hi, I want a blank row after the preview text. Right now I have changed the alt text on the first image to better suit with the preview text, but I would rather just remove it so it looks more clean in the inbox. I've read some old posts ab Leer más
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1 Respuestas
Miembro
Febrero 11, 2025 04:44
  H&M email is what I want it to look like. The email above is fetching the alt text from image and then a link - this I would like to ...Leer más
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