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CSmidt
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Member since ‎May 11, 2021
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Calan Smidt

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CSmidt on May 16, 2022
Hello, I am looking to find a way for the system to send a weekly reminder to users who have a deal in our system. I don't want to send 1 email per 1 deal (so lets say John has 50 deals and Bob has 2 deals - I want them both to just get one email) read more
0 upvote
1 Reply
Hall of Famer | Partner
May 16, 2022
Hi @CSmidt , The best way to achieve this would be a recurring report or dashboard email: https://knowledge.hubspot.com/dashboard/email-or-ex...read more
KyleM on August 29, 2019
My understanding is you can connect an Office 365 shared mailbox to a personal Hubspot account with IMAP settings, however, this option doesn't seem to bve available for the team shared mailbox connection in Hubspot. This would be extremely usef read more
134 upvotes
45 Replies
Member
May 18, 2022
Following the steps outlined here , you can generate a password for your office 365 shared mailbox and connect it to HubSpot .
Solved
CSmidt on February 15, 2022
Hello. We are relatively new to HS and we are being asked to reconnect our social platforms to the system. We have a social media manager who does this, but that person has since left the company. They also set up the initial connection. Now, it read more
Hall of Famer | Partner
February 15, 2022
Hi @CSmidt , There isn't anything you can do from within HubSpot here, unfortunately. Connected social media accounts will usually prompt you ...read more
ThatChristinaG on January 03, 2022
Happy New Year, HubFans!!! Would love to start the year by sharing our goals for the future and see if we can all help each other. What do you want to accomplish in 2022? How can the members of this group help you?
9 upvotes
33 Replies
Participant
February 23, 2022
Which platform will you use or where will you get the intent data?
Solved
CSmidt on January 07, 2022
I know that in Enterprise there is the ability to lock down users ability to change properties. Is there a way to do it using the professional subscription? I am trying to prevent users from changing a certain property that needs to be populate read more
Hall of Famer | Partner
January 07, 2022
Hi @CSmidt , One way to achieve this is to create a copy of this property. If we're talking about the Contact owner property, you would star...read more
Solved
dwightbailey on November 12, 2020
I would like to know how I create a workflow that sends an email notification to a sales repr when their contact(s) visit a web page and/or complete a web form.
2 upvotes
7 Replies
Contributor
January 31, 2022
Hello! I have an issue similar to the person in this thread. We have contact owne r and c ontact emai l under different properties. Can you go fur...read more
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