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  • JDalton1 on July 19, 2021
    0 upvotes
    1 Replies
    We recently upgraded from the free version to Hubspot Starter - Which gives us access to Service Hub- We were initially running two seperate Hubspot accounts, one for sales and related activities and one for service. At the moment, we are...
    Most Valuable Member
    July 19, 2021 04:34
    Hi @JDalton1 , Customized contact record sidebars (with specific properties) are unfortunately only available in Enterprise, not in Starter: ...
  • mwada on July 12, 2021
    0 upvotes
    9 Replies
    We installed blow; onclick="window.HubSpotConversations.widget.open();" When the chat-display was turned on,it worked. But the chat-display was turned off,it didn't work. Is there any other tasks to work onclick action with display turned off?
    HubSpot Employee
    July 23, 2021 02:52
    Hi @mwada To open the chat widget fully on mobile try changing your chat link href to include to #hs-chat-open: <a href="#hs-chat-open"...
  • Solved
    AMoore7 on July 06, 2021
    0 upvotes
    5 Replies
    Hello. We're using the CRM to track our deals and contacts. We are a coaching service and when a deal is closed we would like to use HS to track the individual employees being coached within that business (deal). What would be the best way to go abo...
    Most Valuable Member
    July 06, 2021 12:03
    Happy to help. Let me know if you get stuck at any stage, @AMoore7 !
  • Solved
    Honorable on June 29, 2021
    1 upvotes
    3 Replies
    Hi there. I am de/reconstructing our customer onboarding process and would like to borrow (steal?) from the Hubspot playbook. 🙂 The biggest area I am having trouble wrapping my head around is using workflows vs. sequences in the onboarding p...
    Most Valuable Member
    June 29, 2021 21:41
    Hi @Honorable , Thanks for the added context. I think that depends a lot on your specific processes and requirements. Which parts of the onboa...
  • Solved
    SWilsonA4u on June 29, 2021
    0 upvotes
    1 Replies
    I may be missing somethind totally here,m but I want to use teh email functionality to build automated customer service emails for currnet under contract clients when certain activity is initiated against a specific deal. The communicatio...
    Most Valuable Member
    June 29, 2021 03:03
    Hi @SWilsonA4u , The "Manage preferences" and/or "Unsubscribe" links at the end of an email can only be removed with a HubSpot add-on called ...
  • Solved
    AdrianoGritti on June 17, 2021
    1 upvotes
    4 Replies
    Hello Team! Is there a way to embed one of my HS reports to an external website? I would like to share it with a different audience that doesn't have access to HS. Thanks
    Top Contributor | Diamond Partner
    June 22, 2021 01:22
    Hi @AdrianoGritti , Currently this is not possible in HubSpot but you can try emailing the reports. Refer this article here . This is the only wa...
  • Solved
    AdrianoGritti on June 14, 2021
    0 upvotes
    2 Replies
    Hello All, I need to create a ticket to one of my pipelines every time a Deal has a specific Lien Item. Can anyone help me with that?
    Participant
    June 15, 2021 12:22
    That's fantastic!!! Thanks a lot, Karsten! I already implemented it.
  • Solved
    JChablani on June 09, 2021
    0 upvotes
    1 Replies
    I have approx. 80 contacts assigned to me. How can I tag all these together to a single deal (which is also already in Hub Spot). Currently, doing this one by one for each contact is time consuming and a lengthy procedure. Please advise
    Most Valuable Member
    June 09, 2021 22:51
    Hi @JChablani , Currently, bulk-association between records is only possible via import or API . For the import route, check this article on ...
  • Solved
    HLevin69 on June 06, 2021
    0 upvotes
    2 Replies
    Hi, We chose Hubspot free version as we are just starting up. HS appears amazing but we're having challenges in setting up. We have 30 Services/Products that we'd like to add as a "checklist property" in Companies Contacts Properties. Can anyone...
    Participant
    June 07, 2021 01:47
    Thank you. Much appreciated!
  • mgta5 on May 23, 2021
    0 upvotes
    1 Replies
    Does anyone know if Crytek provides a place to find stats online? What I want is to track my kda on a smaller time frame and graph it over time. I thought it would be a fun little programing project but I havnt been able to figure out where all t...
    Community Manager
    May 24, 2021 20:18
    Hi @mgta5 , Is this something HubSpot related/built on HubSpot related ?
  • Solved
    MHughes3 on May 19, 2021
    0 upvotes
    1 Replies
    Does anyone have suggestions on how we can use hubspot to monitor the annual serivcing of our cleints. Each year we are required to provide an annual serivcing to our clients, to check in with them and check everything is still okay. The month ...
    Most Valuable Member
    May 19, 2021 08:37
    Hi @MHughes3 , The starting point for this would be a contact-based workflow (available in Professional and Enterprise subscriptions), centere...
  • Solved
    SThompson7 on May 11, 2021
    0 upvotes
    2 Replies
    On the feedback page are we able to add more columns to display? I would like to see the company name field for example.
    Participant
    May 12, 2021 06:20
    Thank you!
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