I am new here so if this is not the right place to post this question please let point me to the right discussion topic 🙂 I have a free account and the files tool vanished from my UI, it's not in the Library Tab, I have checked everywhere and c Beitrag ansehen
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Beitrag ansehen
Hi @MPalmer6 ,
This is possible but would have to be a separate workflow:
Create ticket-based workflow
For enrollment criteria, select "...Beitrag ansehen
Hi @fitover30plus ,
Generally, you would follow these steps: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code
C...Beitrag ansehen
Hey @JPair ! New threads and comments to the Ideas Forum are moderated and approved by the Community Team. Typically these posts can take up to 24...Beitrag ansehen
Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written c Beitrag ansehen
Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the Beitrag ansehen
Thanks Kennedy. I'd prefer they start at 0 as then it's easier for you see your true score. The 50 just confuses it, as everything is being added in ...Beitrag ansehen
Hi, I just created a landing page for our webinar and I can't seem to figure out 2 things: 1.) Removing the the form border (white) 2.) Removing the green highlight background in the copyright In addition, I'm using a theme ca Beitrag ansehen
Hi @JoeNarvadez ,
There are three potential locations the forms style/look can be edited. Since you are adding it to a page there is the t...Beitrag ansehen
Hello everyone, Has anyone else encountered the same issue, where multiple duplicate tasks are being created at the same time? If so, I’d appreciate any insights or solutions you’ve found. Could someone advise me on h Beitrag ansehen
@EAsta before the task creation, and an and/or branch and add an activity filter, checking whether the record is associated to an activity with tas...Beitrag ansehen
Hey there, We have been developing a custom object to track our client's service inventory and just saw that @hubspot has added a new standard object called SERVICES to the object libary. (See below). Our development team is trying to decide i Beitrag ansehen
Hi @Colombo , Good question! The new service object definitely has some perks over a custom object. Here’s a quick breakdown. Pros of using th...Beitrag ansehen
Colleagues - I'm sure I must be missing something. I'd like to connect a client top level domain that contains 'ü' (u with umlaut) to host various HubSpot functions but the actual brand domain name is being rejected with various error messages.
Beitrag ansehen
Hello, I'm not sure where to post this so I'm trying here... We are a consulting business which means our consulting team works on projects that have deadlines, they submit timesheets, they have project plans etc. Right now we are using A Beitrag ansehen
Hi Nigel, Scoro might be a good alternative for you: https://www.scoro.com/marketplace/hubspot-integration/ Have you considered that befor...Beitrag ansehen
Hi, I am trying to make the accounting@ company email the billing contact instead of mine. I created a view only profile for the accounting team, but they said they didnt have access to the billing info. So i upgraded them to a sales / service Beitrag ansehen
Hi @DCopertino ! Welcome to the Community-- happy to have you here 😊
Great question. In order for a user to access your Account & Bil...Beitrag ansehen