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MiaSrebrnjak 1月 31日, 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. 続きを読む
コミュニティーマネージャー
2月 13日, 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...続きを読む
DPretorius4 4月 18日, 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I am turning to this forum to try and get support after purchasing the starter pack my users admin was revoked and now I have view only and cant get a hold of support
0 いいね!
0 コメント
解決済み
OBetzalel 4月 18日, 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! 😀
0 いいね!
7 コメント
Accepted Solution
名誉エキスパート | Diamond Partner
4月 18日, 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...続きを読む
TKey 4月 17日, 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 続きを読む
1 いいね!
1 コメント
投稿者
4月 17日, 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 ...続きを読む
解決済み
OBetzalel 4月 17日, 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 続きを読む
0 いいね!
3 コメント
Accepted Solution
投稿者
4月 17日, 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...続きを読む
SZia9 4月 17日, 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 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 17日, 2024 08:58
Hi @SZia9 , You can create hyperlinked personalization tokens by following these steps: https://community.hubspot.com/t5/Email-Marketing-Tool...続きを読む
MChanning 4月 17日, 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 続きを読む
0 いいね!
2 コメント
参加者
4月 17日, 2024 09:06
Thank you so much Karsten. Kind regards Mike
OBallard 4月 16日, 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 続きを読む
0 いいね!
2 コメント
メンバー
4月 16日, 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...続きを読む
GIDM 4月 15日, 2024
I wanted to know if hubspot integrated with gmail has the functionality to Remind you if you don't hear back For example, I send an email to a customer. He did not respond within 2 days. I want Hubspot to remind me of this so I can send 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 15日, 2024 08:55
Hi @GIDM , No, unfortunately not. While you can create a task to check in on the contact you're emailing (at the bottom of the email editor in...続きを読む
解決済み
m13drk 4月 12日, 2024
I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 12日, 2024 05:58
Hi @m13drk , The HubSpot import process does not support attachments, unfortunately. This would have to be approached via the HubSpot API. See...続きを読む
解決済み
LWest0 4月 11日, 2024
Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 12日, 2024 00:09
Hi @LWest0 , Wouldn't this work? This would enroll records when date 1 is in the past and date 2 is in the future - meaning th...続きを読む
解決済み
R_A10 4月 11日, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 12日, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...続きを読む
underham 4月 11日, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed 続きを読む
0 いいね!
1 コメント
トップ投稿者 | Solutions Partner
4月 12日, 2024 05:28
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...続きを読む
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