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JLopes7 en Octubre 11, 2024
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 Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama
Octubre 11, 2024 19:16
Hi @JLopes7 , I can confirm that Files are not accessible via the Library menu in a free account. I believe the logic here is that ...Leer más
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MPalmer6 en Octubre 11, 2024
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 Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 11, 2024 06:58
Hi @MPalmer6 , This is possible but would have to be a separate workflow: Create ticket-based workflow For enrollment criteria, select "...Leer más
fitover30plus en Octubre 11, 2024
Hello, is it possible to add my hubspot tracking code to my canva website? i cant find any info anywhere?
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1 Respuestas
Miembro del salón de la fama | Partner
Octubre 11, 2024 03:36
Hi @fitover30plus , Generally, you would follow these steps: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code C...Leer más
JPair en Octubre 10, 2024
When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________
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1 Respuestas
Administrador de la comunidad
Octubre 10, 2024 18:14
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...Leer más
DanaIrvine en Octubre 10, 2024
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 Leer más
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2 Respuestas
Colaborador
Octubre 10, 2024 13:11
This sounds perfect, but that item is not available to be added to our environment. I tried in our sanbox and production environments.
LCunningham1 en Octubre 10, 2024
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 Leer más
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2 Respuestas
Participante
Octubre 11, 2024 10:56
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 ...Leer más
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JoeNarvadez en Octubre 09, 2024
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 Leer más
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1 Respuestas
Solución Aceptada
Guía | Partner nivel Elite
Octubre 09, 2024 23:12
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...Leer más
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EAsta en Octubre 09, 2024
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 Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 09, 2024 06:12
@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...Leer más
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Colombo en Septiembre 26, 2024
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 Leer más
Solución Aceptada
Participante
Septiembre 27, 2024 05:18
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...Leer más
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SteveHTM en Septiembre 20, 2024
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. Leer más
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5 Respuestas
Solución Aceptada
Asesor destacado
Septiembre 24, 2024 16:44
Hi @SteveHTM You can use online tools like punycoder.com to convert the domain name Instance- To convert the domain Pülles.com to it...Leer más
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nigeld27 en Septiembre 12, 2024
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 Leer más
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5 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Platinum
Septiembre 13, 2024 05:29
Hi Nigel, Scoro might be a good alternative for you: https://www.scoro.com/marketplace/hubspot-integration/ Have you considered that befor...Leer más
DCopertino en Septiembre 10, 2024
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 Leer más
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1 Respuestas
Administrador de la comunidad
Septiembre 10, 2024 16:23
Hi @DCopertino ! Welcome to the Community-- happy to have you here 😊 Great question. In order for a user to access your Account & Bil...Leer más
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