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YMatsui on Mai 23, 2023
We are using Tasks tools with Sales Hub for order management job. If we have option to show Tasks like Deals viewing on board. We can see Tasks on board but it cannot edit propties on it. We would like to show more information on each tasks wh Beitrag ansehen
Mitwirkender/Mitwirkende | Elite Partner
Mai 23, 2023
Good morning @YMatsui , So far, it is not possible to adit the Task properties, or to create custom propoerties for Tasks in HubSpot. This topic...Beitrag ansehen
CathL18 on Mai 23, 2023
We are relatively new to HubSpot but already the team is looking at how we can report specific details of our engagements. We would like to report on outcomes of meetings AND topics covered. I can see that I can customise the outcomes but just wond Beitrag ansehen
2 Antworten
Mitwirkender/Mitwirkende | Elite Partner
Mai 23, 2023
Good morning @CathL18 , The easiest way would be to create different meeting types according to the topics covered. You can create them by going...Beitrag ansehen
Nicolewzq on Mai 22, 2023
Hi there, We can only send WhatsApp message if it's a contact-level workflow. Do you know how we can do the same if workflow is triggered at the company level ? We're a B2B business, most communications are to be company based. Appreciate it Beitrag ansehen
Mitwirkender/Mitwirkende | Elite Partner
Mai 22, 2023
Hi @Nicolewzq , What you could do is create a Contacts-based workflow and use associated companies filters as a trigger. This will work if the c...Beitrag ansehen
fsanli on April 16, 2023
Hi, when we send an email to our contacts, our sender name appears, for example, as "James Allison". Is it possible to change it to "James Allison from Alterna CX" or "James Allison @ Alterna CX"? We would like it to look like the examples bel Beitrag ansehen
Mitwirkender/Mitwirkende | Elite Partner
April 17, 2023
Hi @fsanli , You can personalize the sender's name from the emails settings. Click on the "From name" drop down, and then on "add from name". Yo...Beitrag ansehen
RSimmons-Well on April 16, 2023
Hi Everyone, I am having a problem where my landing page is not available on mobile. It works fine on desktop, but on mobile I get an error (screenshot at bottom) Website: Hubspot Article I was refer Beitrag ansehen
Mitwirkender/Mitwirkende | Elite Partner
April 17, 2023
Hi @RSimmons-Well , Based on the tests I've done, I can see that this issue only seems to be happening when trying to load the wesbite through Saf...Beitrag ansehen
Simoneponti89 on März 30, 2023
Good morning, I have placed a HubSpot form on 10 pages of a Wordpress site. All 10 pages that have this one form redirect to 10 different landing pages. When a user fills in the form, they should receive an email about the content of the pag Beitrag ansehen
3 Antworten
Mitwirkender/Mitwirkende | Elite Partner
April 17, 2023
Hi @Simoneponti89 , Sorry for my late reply as I didn't receive a notification with your question! You can add a condition in the trigger to mak...Beitrag ansehen
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