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JParker20 on März 19, 2023
Hi, we are currently conducting a review of our existing snippets and templates. Is it possible to download these into a work document to review, rather than go through each folder and snippet or template?
1 Antwort
Berühmtheit | Partner
März 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: ansehen
GGhedini on März 17, 2023
Good morning, I've searched the old conversations but haven't found anything useful to my problem. I created a custom email template, with html and custom modules. However, I also need to be able to intercept the breakpoint for dark mode. I tried in Beitrag ansehen
2 Antworten
März 20, 2023 03:04
Hi Pam, Thank you for your reply. I tried to read the conversation but I understood that as of today, still a solution to the dark mode hasn't been...Beitrag ansehen
BYow on März 15, 2023
Hi there! Im wondering if anyone has any tips or tricks on how best to set up a workflow to remind Account Managers/Customer Success Managers to reach out to their contacts every 30 days. I'm a little overwhelmed on exactly where to start so any h Beitrag ansehen
3 Antworten
Accepted Solution
Autorität | Platinum Partner
März 16, 2023 07:48
Hey @BYow , thanks for reaching out! And thanks for the mention, @PamCotton ! There are a few different approaches you can take here dependin...Beitrag ansehen
BTack on März 13, 2023
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? Beitrag ansehen
4 Antworten
März 15, 2023 08:17
Thanks, can't wait.
IService on März 11, 2023
Hi Community, I am trying to add a property with unique values to the Tickets entity, so that I can later use this as a property query field with the API. I have Super Admin privileges and am able to create other kinds of properties, but as soon as Beitrag ansehen
3 Antworten
März 13, 2023 06:46
Got it, thanks for your reply! Reaching out to support would then be the best next step so they can have a closer look at your account settings. I ho...Beitrag ansehen
GSFerguson on März 10, 2023
FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-hav Beitrag ansehen
1 Antwort
März 13, 2023 05:55
Hi @GSFerguson , Thanks for reaching out to the Community! Are you looking for advice on how to set up the customer portal, or for someo...Beitrag ansehen
ankraf01 on März 09, 2023
Some how our Zoom integration triggered the creation of hundres of meetings for a recurring meeting in HubSpot through 2032. How can I clean this up without deleting them one at a time. Also any ideas why this would happen with Zoom?
1 Antwort
Trendsetter/-in | Elite Partner
März 10, 2023 03:29
Hello @ankraf01 You can delete a large number of meetings at once in HubSpot, you can use the bulk delete functionality. Here's how to do it: ...Beitrag ansehen
RElmore on März 07, 2023
I am trying to trigger a workflow (image attached) that starts the workflow when a deal in the Sales Pipeline is moved to the Contract Completed stage. Below is how I have it structured, however whenever I move a deal to that stage the triggering e Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 07, 2023 10:27
Hi @RElmore , A few things that could cause this issue: The workflow is a contact -based workflow. It would not enroll a deal but a conta...Beitrag ansehen
SBourdeau on März 06, 2023
We've just finished deploying the HubSpot Live Chat app to our own website. We noticed that upon oppening of a new Live Chat session, the "Chatting From:" attribute of the Live Chat conversation is set to the page url when the Live Chat app loads. Beitrag ansehen
1 Antwort
März 07, 2023 06:50
Hi @SBourdeau , Thank you for reaching out to the Community! Would you be able to please share some details on how you deployed the Live...Beitrag ansehen
PMgoUrban on März 06, 2023
How do I create a Warning Emoji ⚠️ property which can be triggered by a workflow to appear in front of the Deal name in deal cards in pipeline view when a deal spends more than 7 days in one stage or if more than one day has gone since the start o Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
März 06, 2023 11:38
Hi @PMgoUrban , HubSpot has a similar feature for this. Have you considered using the inactive deal card feature? When on the board view of th...Beitrag ansehen
PBarik on März 02, 2023
When a ticket is first created, will a "Ticket Owner" be assigned automatically or will the field be left empty? If it is automatic, is there one default "Ticket Owner"?
3 Antworten
Accepted Solution
Berühmtheit | Partner
März 02, 2023 22:42
Hi @PBarik , Yes, this is possible in Service Hub Professional, using a ticket-based workflow: Menu > Automation > Workflows ...Beitrag ansehen
BThomsen on März 02, 2023
Good Morning all! I am attempting to create a report that shows the total dollar amount of all deals that are currently in pipe that have a ticket associated with them. Does anyone know how I would configure this report? Thanks in advance!
1 Antwort
Berühmtheit | Partner
März 02, 2023 10:12
Hi @BThomsen , If you just want amount in company currency, it could be as simple as shown below: Menu > Reports > Reports &...Beitrag ansehen
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