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Tips, Tricks & Best Practices

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JLopes7 on Outubro 11, 2024

Files tool has disapeared from my Library tab

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 Leia mais

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MPalmer6 on Outubro 11, 2024

Getting sent notifications when team members complete a task

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 Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 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 "...Leia mais

fitover30plus on Outubro 11, 2024

Adding Tracking Code To Canva

Hello, is it possible to add my hubspot tracking code to my canva website? i cant find any info anywhere?

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karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 11, 2024 03:36

Hi @fitover30plus , Generally, you would follow these steps: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code C...Leia mais

JPair on Outubro 10, 2024

Why Is My Idea Not Appearing in My Profile?

When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________

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kennedyp

Gerente da Comunidade

Outubro 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...Leia mais

DanaIrvine on Outubro 10, 2024

Using custom code to change ticket company association

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 Leia mais

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DanaIrvine

Colaborador(a)

Outubro 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 on Outubro 10, 2024

Success Health Scores

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 Leia mais

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LCunningham1

Participante

Outubro 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 ...Leia mais

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JoeNarvadez on Outubro 09, 2024

How to edit the form border and the font highlight color?

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 Leia mais

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JWingate2

Orientador(a) | Parceiro Elite

Outubro 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...Leia mais

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EAsta on Outubro 09, 2024

Multiple tasks are created

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 Leia mais

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karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 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...Leia mais

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Colombo on Setembro 26, 2024

Benefits of using new SERVICES object over a custom object

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 Leia mais

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KhushbooRevOps

Participante

Setembro 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...Leia mais

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SteveHTM on Setembro 20, 2024

Domains containing ü and similar non-english characters

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. Leia mais

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Humashankar

Conselheiro(a) de destaque

Setembro 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...Leia mais

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nigeld27 on Setembro 12, 2024

Recommendations for PSA that integrates with Hubspot

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 Leia mais

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JessicaBaskey

Top colaborador(a) | Parceiro Platinum

Setembro 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...Leia mais

DCopertino on Setembro 10, 2024

How do I change the billing contact to my accounting department?

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 Leia mais

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kennedyp

Gerente da Comunidade

Setembro 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...Leia mais