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Top Resources for CRM & Sales Hub

  • Meeting scheduler and the new Appointment object

    • Is there any information on how the new "Appointments" object works together with the Meeting Scheduler? We want to keep track of our meetings (mainly digital ones), and we often use the built-in Meeting Scheduler for this purpose. I’m trying to find good ways to create workflows around bookings. For example, we want to make it visible in the Help Desk workspace when a meeting has been scheduled. Having a dedicated object for meetings could ...read more

  • Excluding contact if one property is equal to another

    • Hello, I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). Is there any way to do this action? ...read more

  • Dynamic Meeting Schedule Page depending on Contact Owner on Website

    • Hi everyone, a tricky question! I have tried to plan the process/logic to create a meeting router on our website but I am stuck at one specific point. The logic is that there is a Hubspot form embedded on the website where a lead can fill in contact information. Based on what they fill in, the form will redirect them to different scheduled pages with different meeting rotations (which is also supported using conditional logic). However, the ...read more

  • Exporting Contacts with Internal Values from Dropdowns

    • Is there currently a way to export the internal value of an enummeration field on a contact instead of the display value? For some of our ennumeration fields we are using IDs for the internal value and would like to export them as opposed to the display name. Also is there a way to copy the internal vaule of a ennumeration field to a single line text field ...read more

  • Connect more than one whatsapp business to hubspot

    • Can I connect multipe whatsapp business accounts to my hubspot account so that the sales team can have their own whatsapp number? ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
14 upvotes
0 Reply
Caseyhg on December 06, 2024
Company names showing up as "--"
Hi all, I have been running into an issue recently with multiple portals using the "Create and associate companies with contacts". Whether the contact is created manually or imported via .csv, I have had all of the companies show as "--" (scree read more
Reply Discussion Professional
0 upvote
0 Reply
hweatherford on December 06, 2024
Isolating Activities Only to Companies
Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more
Reply Discussion Professional
0 upvote
0 Reply
SWard75 on December 06, 2024
How do I set a call task for users who click on a link within a set of sequence emails?
Hello, We have a sequence of emails with call task intervals (not pausing the sequence). We want our sales team to receive a call task for anyone who clicks on a link in the emails, but not pause the sequence. Many thanks Steven
Reply Discussion FREE
0 upvote
4 Replies
karstenkoehler
Hall of Famer | Partner
December 06, 2024
@CateDuarte nice one! The amount of places where sequences can be referenced in filters (contact properties, event-based triggers, associated objec...read more
Solved
LDeniz on December 06, 2024
Automatically updating meeting outcome when deal moves stage
I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 06, 2024
Hi @LDeniz , Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...read more
Solved
MNold21 on December 06, 2024
Controlling properties
I have a segment property and a product property. I want to create a form for a specific landing page that will ask what they are interested in. This will tie to the segment. Then I want another field to show up asking which product, but only want t read more
Reply Discussion CRM Enterprise
0 upvote
2 Replies
MNold21
Participant
December 06, 2024
Thank you!
Hyroxware on December 06, 2024
Help with Deleting a Property Option in Deal Properties
Hi everyone, I'm trying to delete a property option within a Deal Property, but HubSpot is telling me there are 6 deals with this value. However, when I filter my deals using this property and option, nothing shows up. Could these deals be in a de read more
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
December 06, 2024
Hi @Hyroxware , Could you confirm that you're a super admin and/or have permissions to view all deals in your CRM? There might be records you ...read more

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