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JMcCrimmon en Marzo 30, 2023
Is there a way to filter on the deleted deals or perhaps send the Restore Deals to a Dashboard/Report? The Restore Deals section only has a date range.
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Mariamora14 en Marzo 28, 2023
Hello HubSpot community, Just had my Whatsapp integration set up on my conversations inbox I was wondering if I coul reply to my clients via Voice notes from HubSpot. If not... can you recommend a tool that can facilitate this.. Thanks Mari Leer más
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1 Respuestas
Marzo 29, 2023 03:05
Hello @Mariamora14 , I appreciate that's a great idea but i believe it's currently not possible,I suggest you these tools - Cloudtalk ...Leer más
tZhou6 en Marzo 22, 2023
Hi community, I would like to know if I use the free/starter version of Hubspot integrated with softphone tools such as Aircall or Justcall, is the call transcription available for me?
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1 Respuestas
Administrador de la comunidad
Marzo 22, 2023 14:31
Hello @tZhou6 , thank you for posting in our Community! Currently, any user who is recording calls made from HubSpot can review and coach on th...Leer más
airwolfke en Marzo 21, 2023
Is there a possibility to trigger that a email is send when a form is submitted and the submitter requested to be contacted through Microsoft Teams Steps: - submitter selects the way he would like to be contacted, he selects "Videoconference th Leer más
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Accepted Solution
Colaborador | Partner nivel Diamond
Marzo 21, 2023 06:43
Hi @airwolfke , It sounds like what you're looking to do (trigger a workflow off of a form submssion and/or specific property value) requires...Leer más
JParker20 en Marzo 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?
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Accepted Solution
Miembro del salón de la fama | Partner
Marzo 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: más
GGhedini en Marzo 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 Leer más
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2 Respuestas
Marzo 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...Leer más
BYow en Marzo 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 Leer más
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3 Respuestas
Accepted Solution
Asesor destacado | Partner nivel Platinum
Marzo 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...Leer más
BTack en Marzo 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? Leer más
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4 Respuestas
Marzo 15, 2023 08:17
Thanks, can't wait.
IService en Marzo 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 Leer más
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3 Respuestas
Administrador de la comunidad
Marzo 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...Leer más
GSFerguson en Marzo 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 Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 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...Leer más
ankraf01 en Marzo 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?
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Experto reconocido | Partner nivel Elite
Marzo 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: ...Leer más
RElmore en Marzo 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 Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
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