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DrewSchmidt7 on May 18, 2022
We imported 400 deals into a pipeline, we then went into each deal and associated a contact with that deal. How do we get all the contact's activity to show in the deal? Deal Name: John Headlee Associated Contact: John Headlee I want John's CO read more
0 upvote
1 Reply
Guide | Platinum Partner
May 18, 2022 13:13
Hi @DrewSchmidt7 I am afraid that it is not possible to retroactively (and in bulk) sync a contacts activity to a new deal that is created via impo...read more
Solved
dmattauch on May 18, 2022
hi, I have a link property that is different for every contact(they have their own link) I want to send this link in an email. When inserting a link in hubspot, i have no way of choosing a contact property the only way i found read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 18, 2022 05:26
Hi @dmattauch , You should be able to use the personalisation token syntax here which goes as follows: {{ contact.internalpropertyname }...read more
Solved
JoshG on May 16, 2022
We are a commercial design-build company. That basically means that we are a one-stop shop to have a building designed and then constructed. We have a pretty straightforward pre-contract sales pipeline, but my problem is that we break our typical pr read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 17, 2022 13:24
Hi @JoshG , I would do option 2 and use Workflows to automatically create the deals, associations, and copy values so you don't have to do it ...read more
VPauliukevich on May 16, 2022
Hi, there! I will be happy if you help me with two questions: Our team wants to integrate a widget of Localise Messages service into Hubspot Inbox, so this widged will catch the messages from the inbox and display the translation of messages. I read more
0 upvote
2 Replies
Top Contributor | Platinum Partner
May 17, 2022 06:18
Hi @VPauliukevich , Not sure how you would add a widget to the HubSpot interface, especially the inbox. As stated in this post (relatively old ...read more
JB491 on May 16, 2022
I've got some records which haven't been updated in a timely manner, and I'd like to be able to set their dates as to when they became an MQL / SQL etc. The fields appear to be locked but is there any clever way to do this?
0 upvote
2 Replies
Member
May 16, 2022 14:44
Thanks! I've added my upvote over there!
Dan1 on May 13, 2022
Hi All, Understanding parent and child relationships on large accounts in HubSpot can get tricky and understanding the total value of these accounts can be even trickier. For all you visual learners out there who manage BIG accounts read more
5 upvotes
1 Reply
Community Manager
May 16, 2022 01:55
Thank you for sharing with the community @Dan1 !! 😀 Tiphaine
Solved
Chris_AU on May 12, 2022
Hey Hubspot Community! We currently deploy hubspot chat using Google Tag Manager, is it possible to stop the chat from firing on mobile devices or screen sizes that are smaller then a certain size? The hubspot chat icon is hovering over our read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Platinum Partner
May 14, 2022 03:33
Hi @kvonloesecke and @Chris_AU , So here's a pretty simple trick to hide the chat using GTM : 1. Create a javascript variable, edit the br...read more
kgg on May 12, 2022
How can I assign a Contact Owner based on the person that gets a meeting with a Round Robin
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2022 22:15
Hi @kgg , This is currently not possible and unfortunately not on the product team's roadmap either. Other users have requested this before: ...read more
Acmaziero on May 12, 2022
Hello my people. how are you today? This is my first post here. Hope you help me. So, I search this communtiy for posts that help me, but I couldn't find any solutions. I found the same problem :X I realized that it is not possible to create a read more
1 upvote
2 Replies
Guide | Platinum Partner
May 16, 2022 08:18
@Acmaziero Happy to help here! I feel your frustration with this limitation. There are many instances in whiwh you may want an email and task to ...read more
Solved
JRobertshaw on May 11, 2022
Our client has a scenario when they are oboarding new clients that they currently send out a MS Forms to a client and ask them to enter all of the stakeholders and their roles into one feld and then have to manually enter this information into HubSp read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 11, 2022 21:17
Hi @JRobertshaw , Yes, this is possible. It can't be done directly from the forms editor but with the help of workflows. In your website...read more
Solved
PAllmond on May 09, 2022
We are moving to HS from Keap. It looks like checkbox options will replace tags. I can't seem to find a way to "uncheck" a checkbox via automation. Is it there and I'm missing it?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 09, 2022 21:44
Hi @PAllmond , This does indeed not exist, HubSpot only knows two edit options here: clear property value or set property value (replace or ap...read more
Solved
PAllmond on May 09, 2022
Is there a way to take a date in an automation and do X number of days back from that date? So if people register for a webinar that is going to start on 6/1 in automation we can specify "webinar date minus one day, one week, one hour, etc" Than read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 09, 2022 21:18
Hi @PAllmond , There is a workflow type for this, a date centered workflow ( Menu > Automation > Workflows > Create workflow &...read more
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