franksteiner79

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solutions
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Frank Steiner

I'm passionate about inbound marketing and have been a HubSpot fanboy since implementing it for the first time in 2015; so much so I joined HubSpot in 2018 as their first Inbound Consultant for the DACH region. I am now working as a freelance Marketeer | HubSpot Expert | CRM Consultant. Connect on with me on LinkedIn: https://www.linkedin.com/in/franksteiner/

Activity

ABass17 on April 23, 2024

Call logged or Email - Association

can we configure the association of a call logged on a transaction so that by default it is only on the contact and the transaction (currently the default is transaction + company)?

Reply Discussion CRM

0 upvote

1 Reply

franksteiner79

Key Advisor

April 23, 2024

Hi @ABass17 That kinda depends on how and where you are logging calls? Can you provide a bit more detail on your current process? Norm...read more

Gotcha on April 23, 2024

Do workflows keep running?

We have a workflow set to move CONTACTS to different client statuses. Contact has associated deals less than 1 or empty =lead Contact is associated in 1+ deal = Prospect Contact is associated in 1+ deal and deal is in WON column = Client None of read more

Reply Discussion Contacts Workflows

0 upvote

8 Replies

franksteiner79

Key Advisor

April 23, 2024

Hi @Gotcha Can you share a screenshot of your actual enrolment triggers? Have you activated re-enrolment in those triggers? By default obj...read more

Solved

MossbackGus on April 22, 2024

Removing the activity listing from a deal

Under Deals, after creating a deal it shows the last activity. How can the last avtivity be removed so it just shows the deal?

Reply Discussion Free

0 upvote

7 Replies

franksteiner79

Key Advisor

April 22, 2024

Hi @MossbackGus Are you referring to the activity feed in the middle column? This is a default UX feature which can't be removed. The ...read more

RReicker on April 22, 2024

Work flow not working

Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne read more

Reply Discussion Workflows

0 upvote

2 Replies

franksteiner79

Key Advisor

April 22, 2024

Hi @RReicker Have you used the "test" functionality in the workflow to see why the companies are not enrolling and why notifications are not...read more

superdan on April 22, 2024

Meeting Scheduler - using multiple google accounts to determine available slots

I'm trying to set up my scheduling link so that the available slots are based on two different google accounts - each with their own calendar. I am not looking for round robin or group scheduling. This is for a single user, and meetings read more

Reply Discussion Calendar Meetings

0 upvote

2 Replies

franksteiner79

Key Advisor

April 22, 2024

Hi @superdan Technically that would be a group meeting as both calendars need to have availability for someone to book a time. So eith...read more

danielma on April 22, 2024

Ability to edit the subscription properties via workflow

I wanted to suggest an enhancement to the HubSpot platform that would greatly benefit users managing subscription objects properties Currently, there is no built-in functionality to edit subscription properties , aside from name and owner, via w read more

Reply Idea Workflows

0 upvote

2 Replies

franksteiner79

Key Advisor

April 22, 2024

Hi @danielma Can you elaborate a bit what exactly you mean with "subscriptions object properties"? You can manage subscriptions via workflow...read more

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