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Kirbs en Diciembre 08, 2024
I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas Leer más
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1 Respuestas
Asesor destacado
Diciembre 08, 2024 06:55
Hi @Kirbs Not sure I'm fully understanding the question/issue ... When you have your Zoom account connected and are creating a meeting...Leer más
Keegan4123 en Diciembre 08, 2024
We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Diciembre 08, 2024 02:13
Hi @Keegan4123 , If you want to send emails with deal information and information from associated contacts with a specific association label, ...Leer más
AJ_Kakrot en Diciembre 07, 2024
Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Diciembre 08, 2024 02:08
Hi @AJ_Kakrot , There is currently no way to detect via filters in workflows if a field was updated by someone specific, only whether it was u...Leer más
GMurtaza8 en Diciembre 07, 2024
Efficient communication is the backbone of any successful business. Whether you're managing a remote team, nurturing client relationships, or coordinating marketing campaigns, your messaging strategy can significantly impact your productivity and ou Leer más
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Itsmekourtneyc en Diciembre 06, 2024
Hola everyone. Just dropping a quick note to introduce myself. I’m Kourtney Coleman a Mental Health Life Coach and Hypnotherapist. I am the bridge of support for clients diagnosed with mental health challenges in between provider visits. I ​help th Leer más
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LDeniz en Diciembre 06, 2024
I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 06, 2024 09:49
Hi @LDeniz , Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...Leer más
Urgent_help en Diciembre 06, 2024
Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot Leer más
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2 Respuestas
Asesor destacado | Partner nivel Diamond
Diciembre 06, 2024 07:48
Hi @Urgent_help , I understand how frustrating this situation must be, and I want to assure you that you’re taking the right steps by addressing ...Leer más
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Himalaya1997 en Diciembre 06, 2024
I have a custom user property "Open ticket count" in which I want to calculate number of tickets a particular user have. Now I want to know if there is anyway to create a ticket workflow in order to update that "Open Ticket COunt" custom user proper Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 06, 2024 01:54
@Himalaya1997 not out of the box, no. This would require working with the HubSpot API. As far as I know, it can't be done with the default workflow...Leer más
fconsultant en Diciembre 05, 2024
What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"
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2 Respuestas
Asesor destacado | Partner nivel Diamond
Diciembre 05, 2024 07:51
Hi @fconsultant , To align sales and marketing teams effectively in HubSpot here are few tips for you to try : Use HubSpot to set clea...Leer más
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JordanHorwitz en Diciembre 04, 2024
I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 04, 2024 12:44
@JordanHorwitz not possible as of now, as far as I know, unfortunately.
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JNyfox en Diciembre 03, 2024
We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Participante | Partner nivel Gold
Diciembre 04, 2024 02:02
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...Leer más
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w1234 en Diciembre 03, 2024
When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"
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2 Respuestas
Solución Aceptada
Asesor destacado | Partner nivel Diamond
Diciembre 03, 2024 13:43
Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...Leer más
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