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NBeal on December 11, 2023
Hi all- We have a group attending a conference soon and will be using the business card scanner to pull leads. How can I automatically have these put into a list? I can't seem to find this answer anywhere. Thanks!
0 upvote
4 Replies
Participant
December 11, 2023 15:33
Thank you so much!
Solved
OBetzalel on December 11, 2023
Hi, We have an existing companies on HubSpot, we have a list of contacts we want to upload to hubspot, and I did not figure out how to import the Contacts and add a column that automatically will associated those contacts to a Company (Primary Asso read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
December 11, 2023 06:58
Hi @OBetzalel , If you have the company record ID in a column, this should be pretty straight forward. You would do the following: Set up ...read more
rockhero111 on December 10, 2023
Scheduling calls: - Is there no way to avoid having a time entry in the Time field? - Is there no way to specify "Must be at this exact time" vs "Within a few hours of this time" vs "Today" vs "Within a few days of this date?" (This seems to read more
0 upvote
1 Reply
Community Manager
December 11, 2023 11:41
Hello @rockhero111 , Happy Monday! Thank you for posting in our Community. I want to share a knowledge base with more information about cal...read more
DarrenScottUK on December 10, 2023
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation read more
0 upvote
1 Reply
Hall of Famer | Partner
December 10, 2023 14:38
Hi @DarrenScottUK , Out of the box, no, unfortunately. This can likely be achieved with the help of a developer, custom code actions and an Op...read more
Solved
OBetzalel on December 10, 2023
Hi, We want to create a meeting under a contact, when we change the Host we can see his calendar if he connected his Calendar. We want to also be able to invite more participants to the meeting by adding them in the Attendees dropdown, we want to read more
0 upvote
2 Replies
Accepted Solution
Participant
December 10, 2023 11:35
Hi @OBetzalel ! Nice to e-meet you (: Regarding the above, it is not possible right now within HubSpot. If I were to hazard a guess, I believe it...read more
MKhalid9 on December 08, 2023
I want to Uncheck value of checkbox in my field in import sheet, how to do that? I am leaving my excel cell blank (to make it uncheck) but after importing, i have noticed that the value is still there in HubSpot. Seems like HubSpot doesn't recognize read more
Community Manager
December 08, 2023 16:56
Hey @MKhalid9 , Happy Friday! Thank you for reaching out to our Community! I would recommend starting with setting a default value for c...read more
GAlvarez13 on December 08, 2023
Hey Hubspot fam, I have a list of target accounts/companies. I know we have quite a few contacts for a lot of these companies in Hubspot already. What's the best way to get those contacts consolidated onto either the csv with the accounts OR read more
0 upvote
1 Reply
Community Manager
December 08, 2023 15:08
Hello @GAlvarez13 , thank you for posting in our Community! Currently, you can import files into HubSpot. You can import records, such a...read more
Solved
NT_ on December 08, 2023
Hey, I got a problem with our user access and view. Every member of my team needs to see the same view. The problem is that every time they arrange the columns, add properties, and click save, it doesn't save the view. So, every time they close read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 08, 2023 08:20
Hi @NT_ , If this is the view that shows all records, you need to click the small duplicate icon right next to the save symbol to save columns...read more
Solved
liamkelman on December 07, 2023
Hi there, Can you create a list of deals based off the record id property. You can do this for emails. I have a list of hubspot deal id's on a spreadsheet and want to find them in the CRM. Is it possible? Thanks for the help in advance. Be read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 11:22
Ha, you're right, @liamkelman , this doesn't work for the record ID field. Bummer. In that case, I'd try importing your list of deal IDs the o...read more
Solved
OBetzalel on December 07, 2023
Hi, We have the sales professional seat assigned to users so they can book a meeting with a Contact and change the Host to the Sales Manager that will meet with the Contact. We want to set that if the meeting creator is changing the Host for the S read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 07, 2023 10:10
Hi @OBetzalel , As far as I know, there currently is no way to automate this in HubSpot. I'm also not aware of any third-party automation that...read more
Solved
RCostello on December 07, 2023
We'd like to simply walk our Tasks view sorted by 'priority", but everytime you open a task and come back, it's sorted to its default (Last activity) order. Anyone else get creative here or have other ideas? Many thanks,
0 upvote
5 Replies
Accepted Solution
Member
December 07, 2023 10:41
Makes sense - I created it then pinned and moved to the front. That must have made it default without me specifying. So, I guess we'll just practic...read more
JCuadrado on December 06, 2023
The smart rules button appears to be enabled but no matter how many times I click on the button it's simply not saving anymore. It did save yesterday but the rules are no longer applying. Is this a HubSpot Bug or is there something I'm doing wron read more
0 upvote
2 Replies
Participant
December 07, 2023 08:29
Thanks for the reply. Unfortuntely, I attempted the following: 1. Disabled all extensions. 2. Performed a empty cache + hard reload. 3. Switched ...read more
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