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 read more
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 read more
Hi @Keegan4123 ,
If you want to send emails with deal information and information from associated contacts with a specific association label, ...read more
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 read more
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...read more
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 read more
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 read more
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 read more
Hi @LDeniz ,
Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...read more
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 read more
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 ...read more
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 read more
@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...read more
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 read more
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...read more
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"
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...read more