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.

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 Lire la suite

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?

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 Lire la suite

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?

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 Lire la suite

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 Lire la suite

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? Lire la suite

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 Lire la suite

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 Lire la suite

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?

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 Lire la suite