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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
EHollingworth on April 22, 2024
Hi, I recently started a PA business and have two clients. One of the tasks they would like me to focus on is contacting leads by email to try to convert into sales, as well as sending out marketing emails to their regular customers (using my b read more
0 upvote
1 Reply
Hall of Famer | Partner
April 22, 2024 23:54
Hi @EHollingworth , A user can be a member of multiple HubSpot portals - and switch easily between them 🙂 https://knowledge.hubspot.com/ac...read more
RReicker on April 22, 2024
Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne read more
0 upvote
1 Reply
Key Advisor
April 22, 2024 15:48
Hi @RReicker Have you used the "test" functionality in the workflow to see why the companies are not enrolling and why notifications are not...read more
HMA on April 22, 2024
Hi everyone, I use Hubspot (free version) on a Wordpress website. I'm using the plugin and from the settins it seems installed correctly. Unfortunately I have a problem, the contacts who fill a form in the website who comes from "paid search" (googl read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 22, 2024 11:51
Hi @HMA , Is your form a HubSpot form (embedded using the plugin or with Javascript), or are you using Collected Forms? Collected Forms...read more
CLim-ABB on April 19, 2024
Hello, I am the hubspot CRM admin and I invited somebody from my team (sales) into HS. Unfortunately, when he got into HubSpot he wasn't able to see ALL of the imported contacts, he only saw 50 which I thought was weird. I cant realistically giv read more
0 upvote
5 Replies
Hall of Famer | Partner
April 23, 2024 00:25
@CLim-ABB you seem to be clicking at the column header, yes, which sorts a column. You first need to click the blue name on the left.
CLim-ABB on April 19, 2024
Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 19, 2024 12:33
Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.
DPretorius4 on April 18, 2024
I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
1 upvote
2 Replies
Thought Leader | Platinum Partner
April 19, 2024 07:52
Hi @DPretorius4 You should definitely follow the steps Berangére told you because we dont have access to your HubSPot account information here...read more
Solved
OBetzalel on April 18, 2024
Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀
1 upvote
7 Replies
Accepted Solution
Recognized Expert | Diamond Partner
April 18, 2024 08:27
Hi @OBetzalel , As I indicated, this will require a three step Zap in Zapier, like this: Three step Zaps are available on the $19...read more
TKey on April 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to read more
1 upvote
1 Reply
Contributor
April 17, 2024 23:23
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...read more
Solved
OBetzalel on April 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f read more
0 upvote
3 Replies
Accepted Solution
Contributor
April 17, 2024 19:31
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...read more
Solved
SZia9 on April 17, 2024
Hey So our company Cavago works like a b2b agency. Whenever a Business signs up, we construct their overview page on our website. I want to automate sending an email whenever we complete an overview page for a client. I was thinking of doing th read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 17, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: https://community.hubspot.com/t5/Email-Marketing-Tool...read more
MChanning on April 17, 2024
We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM. We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give read more
0 upvote
2 Replies
Participant
April 17, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard on April 16, 2024
I imported 6 questions (and their anwsers) along with my contact information. I gave me drop downs for the various answers I had. Now when I try to add more contacts from another csv it limits the answers to the first batch I had. How do I export a read more
0 upvote
2 Replies
Member
April 16, 2024 14:57
Hi Frank, I'll provide a screenshot of the questions I entered in. I'd prefer not to give you the contact names and phone numbers:) Hope this helps yo...read more
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