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JMcCrimmon le Mars 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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Contributeur | Partenaire solutions
Mars 30, 2023 15:19
Aah, that kind of filter. 😞 There isn't one, unfortunately. A random tip I have for you is to use Ctrl + F on the browser and search for the Proje...Lire la suite
Mariamora14 le Mars 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 Lire la suite
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1 Réponse
Mars 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 ...Lire la suite
tZhou6 le Mars 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 Réponse
Gestionnaire de communauté
Mars 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...Lire la suite
airwolfke le Mars 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 Lire la suite
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1 Réponse
Accepted Solution
Contributeur | Partenaire solutions Diamond
Mars 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...Lire la suite
JParker20 le Mars 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
Au panthéon de la communauté | Partenaire solutions
Mars 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: la suite
GGhedini le Mars 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 Lire la suite
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Mars 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...Lire la suite
BYow le Mars 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 Lire la suite
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Accepted Solution
Conseiller clé | Partenaire solutions Platinum
Mars 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...Lire la suite
BTack le Mars 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? Lire la suite
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4 Réponses
Mars 15, 2023 08:17
Thanks, can't wait.
IService le Mars 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 Lire la suite
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Gestionnaire de communauté
Mars 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...Lire la suite
GSFerguson le Mars 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 Lire la suite
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Gestionnaire de communauté
Mars 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...Lire la suite
ankraf01 le Mars 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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Accepted Solution
Expert reconnu | Partenaire solutions Elite
Mars 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: ...Lire la suite
RElmore le Mars 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
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