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Résolues
YuliaD le Juillet 14, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w Lire la suite
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 15, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...Lire la suite
Résolues
NatFrilay le Juillet 12, 2024
Hi ! I would like to create a free text section in the company profile page where I could write about the sales strategy for this company. How would you go about it?
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 12, 2024 08:56
Hi @NatFrilay , One option would be a custom company multi-line text property: https://knowledge.hubspot.com/properties/create-and-edit-prope...Lire la suite
Résolues
robertmaclean le Juillet 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 12, 2024 00:16
Hi @robertmaclean , This can be achieved with the help of workflows, requiring a Professional subscription: https://knowledge.hubspot.com/wor...Lire la suite
Résolues
04509 le Juillet 11, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I work thr Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 12, 2024 00:00
Hi @04509 , No, this is currently not possible out of the box and would require working with the HubSpot API and the help of a developer. Ther...Lire la suite
MChanning le Juillet 11, 2024
I give up. I thought there woudl be an intuitive way to upload images to the library, so I can imsert images into my email templates. Not so!! But this is HubSpot!! Could anyone help me please? Thank you. Mike
0 Mention J'aime
3 Réponses
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2024 10:57
@MChanning happy to help – please mark my previous reply as accepted solution to help others solve this as well. Regarding the red circle, ar...Lire la suite
Résolues
SKeohan le Juillet 11, 2024
I am trying to create a list of companies based on a certain person creating them. For example our admin added some clients to the system on behalf of my director and I want to find which clients they were, Ive tried creating a list based on 'Create Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2024 04:19
Hi @SKeohan , Just to confirm, how did you look up the user ID? You can either grab this by opening a user record in the settings for 'Users &...Lire la suite
Résolues
Mlho le Juillet 10, 2024
Hi - I see that from the contacts side, I can see the companies that we have introduced these contacts to. I was wondering on the flipside, is it possible to see the contacts that we have introduced companies to?
1 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2024 00:14
Hi @Mlho , When opening a record in HubSpot, you can always see the associated records in the right sidebar. When opening a contact record...Lire la suite
Résolues
Mlho le Juillet 10, 2024
Hi - I was wondering if anyone knows how to create a landing page on Hubspot to get people to sign-up for a newsletter? Ideally these people who signed up will be automatically added to a certain list.
2 Mentions J'aime
5 Réponses
Solution Acceptée
Leader d'opinion | Partenaire solutions Platinum
Juillet 12, 2024 07:44
Hi @Mlho adding other suggestions here for you 'd be to add pop-up forms into your current website or blogs. Also Standard forms can also ...Lire la suite
SYu5 le Juillet 10, 2024
Hi wonder if anyone has run into this - we have set up the Gmail integration, and one team member is also using Superhuman. The emails sent from Superhuman are not tracked. Is there a solution for this? Thank you!
0 Mention J'aime
3 Réponses
Participant
Juillet 12, 2024 20:47
@SYu5 It's not possible to track the emails while using 3rd party app like Superhuman
SKeohan le Juillet 10, 2024
How do I turn off email notifications that say I am following a deal?
1 Mention J'aime
3 Réponses
Contributeur de premier rang | Partenaire solutions
Juillet 10, 2024 11:09
Hey @SKeohan You can turn off the deal-based notifications kindly follow this step by step article : https://knowledge.hubspot.com/user-manag...Lire la suite
Humashankar le Juillet 10, 2024
Hi Everyone, @Juniver doing outbound sales and receiving a lot of autoreplies due to the summer holiday. Is it possible to have a workflow be triggered (e.g., automatically send X email template 2 weeks from now) when we receive an auto-r Lire la suite
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2 Réponses
Membre irremplaçable | Partenaire solutions Elite
Juillet 15, 2024 09:12
Hey there @Humashankar . For your outbound email, is it a 1:1 or Sequence? Or are you using marketing emails? That's my first question. If it...Lire la suite
Résolues
KRoos le Juillet 10, 2024
Hi All, maybe someone has the solution for us... We want to log what has been discussed during the call and build a report around it. I know there is a property in the call log, called 'call outcome'. But we can't use that property, beca Lire la suite
1 Mention J'aime
8 Réponses
Solution Acceptée
Leader d'opinion | Partenaire solutions Platinum
Juillet 15, 2024 06:41
You can use the Playbooks analyze area for a more general performance view and when have Enterprise and you store the playbook's answers in a prope...Lire la suite
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