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KSM
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Member since ‎Dec 22, 2018
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bsm007 on January 29, 2020
pre-set property default value
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
Reply Idea Contacts & Companies
243 upvotes
61 Replies
KSM
Contributor
October 13, 2023
For Contact records I currently address this using a workflow triggered by a filter: Workflows have their limitations (initialization...read more
pundir on July 15, 2020
Formatted tables in email templates and snippets
Often the most important information we want to provide our customers resides in nicely formatted beautiful tables (we usually copy from Excel and paste into Gmail). Unfortunately, Hubspot email templates and snippets do now allow tables. Hence our read more
Reply Idea Connected Email Conversations Snippets & Templates
88 upvotes
36 Replies
KSM
Contributor
December 13, 2022
Possibilities: 1) Paste in a screen capture. 2) Paste the email into Gmail or Outlook and then paste in the table. Then prior to sending, use the Hubs...read more
Dadams on June 01, 2022
Upcoming: API Key Sunset
What’s changing? API Keys have been one of three authentication methods supported by HubSpot APIs. However, as part of ongoing efforts to protect our customer's data, we will be sunsetting API Keys. As a result of this change, integrations read more
Reply Discussion API
1 upvote
61 Replies
KSM
Contributor
November 16, 2022
All of the documentation I have reviewed regarding the required migration to Private Apps seems to refer to version V3 of the API. Many of my API cal...read more
KSM on November 02, 2022
Need to get **current user** Hubspot identifier for embedding in URL
In my deal record I have a property that contains a hyperlink to an external web page. Here is an example of that link: https://[domain_name].com/qa?deal_id=9124347039 Here is how that hyperlink is created inside Hubspot: https://[domain_name read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
ADvoršak on July 07, 2022
Custom user interface
Hi, our deal has a few 10s of custom properties. Working with them in HubSpot is a nightmare, because field titles and field content is visually poorly separated, listed in one long column and there's a good chance of non-intentional changes. I read more
Reply Discussion CRM Professional Sales
0 upvote
4 Replies
KSM
Contributor
November 02, 2022
I faced the same problem you described and eventually solved it by writing my own UI in my own website. This web page is invoked by clicking on a pro...read more
ctiwi on February 19, 2020
3CX integration not journaling or creating contacts
After following the steps outlined here: https://www.3cx.com/docs/hubspot-pbx-crm-integration/ we are able to "test" the integration and look up contact information from Hubspoot however we arent seeing calls get journaled against known contacts i read more
Reply Discussion Contacts
2 upvotes
12 Replies
KSM
Contributor
October 01, 2022
Wendy - I seem to have the same 3CX/Hubspot integration problem. In my 3CX Dashboard "Test" works as expected, but in real world testing I see n...read more
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