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解決済み
MChanning 12月 12日, 2024
I want to create a new email template to send to a number of people. I can upload the image which I want to include in the email How do I embed a hyperlink into the image please Thanks Mike
0 いいね!
2 コメント
ベストアンサー
キーアドバイザー | Diamond Partner
12月 12日, 2024 08:36
Hi @MChanning , To embed a hyperlink into an image in a HubSpot email template, navigate to Marketing > Email, open a draft or create a new ...続きを読む
RRindik 12月 11日, 2024
I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o 続きを読む
0 いいね!
2 コメント
最優秀メンバー | Elite Partner
12月 12日, 2024 15:29
Hi @RRindik . Thanks for the tag @BérangèreL ! It's an interesting use case for tasks queues. I was thinking instead, that using a team fr e...続きを読む
解決済み
JMysza 12月 11日, 2024
Greetings community, I am new to HubSpot and am building my contact list by hand using the "Create Contacts" feature. As I manually enter contact info and select "Create and Add Another"... I see the numver of records increase by one... confirmi 続きを読む
0 いいね!
5 コメント
ベストアンサー
メンバー
12月 11日, 2024 09:59
Okay, I think I know what is happening here... As I leave the "Create Contacts" window open and continue to use "Create and add another"... the c...続きを読む
解決済み
Himalaya1997 12月 11日, 2024
Is there a way in HubSpot's meeting tool to allow a person to send a meeting request first, which we can review and approve, so that the meeting gets scheduled on our HubSpot calendar only after we confirm it?
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 11日, 2024 01:55
Hi @Himalaya1997 , This is unfortunately not possible at this stage. At the moment, you would have to look into third-party booking solutions ...続きを読む
解決済み
ASobaci 12月 10日, 2024
Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 10日, 2024 03:04
@ASobaci thank you for adding this context. When it comes to the source, I'd recommend working with a custom property that clearly labels con...続きを読む
解決済み
Petter 12月 09日, 2024
Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f 続きを読む
1 いいね!
2 コメント
ベストアンサー
ソートリーダー | Platinum Partner
12月 12日, 2024 06:28
Hi @Petter if hey have Sales Enterprise (or upgrade into it) they can have the approvals functionality for deals and pipeline stages. Here ...続きを読む
解決済み
JSvendsen 12月 09日, 2024
Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i 続きを読む
0 いいね!
4 コメント
ベストアンサー
トップ投稿者
12月 10日, 2024 04:24
Hey @JSvendsen , You can always create and manage deals using custom close dates anyway I really don't think you should use pipelines as an in...続きを読む
Kirbs 12月 08日, 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 続きを読む
0 いいね!
1 コメント
キーアドバイザー
12月 08日, 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...続きを読む
解決済み
Keegan4123 12月 08日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 08日, 2024 02:13
Hi @Keegan4123 , If you want to send emails with deal information and information from associated contacts with a specific association label, ...続きを読む
解決済み
AJ_Kakrot 12月 07日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 08日, 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...続きを読む
解決済み
LDeniz 12月 06日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
12月 06日, 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...続きを読む
解決済み
Urgent_help 12月 06日, 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! Hub 続きを読む
0 いいね!
2 コメント
ベストアンサー
キーアドバイザー | Diamond Partner
12月 06日, 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 ...続きを読む
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