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Arsath on March 07, 2026
POC to Production sales process in HubSpot – one deal or two deals?
We are implementing HubSpot for a service company where the sales process includes a POC (Proof of Concept) before the final production contract. The pricing model is different in each phase: • POC runs for ~30 days with a higher price per call read more
Reply Discussion Deals How-To Professional
1 upvote
2 Replies
emma-
Member
March 08, 2026
Hi Arsath, interesting scenario—POC → Production phases come up quite often with service companies. Chris’s single-deal setup with separate POC and ...read more
NousherChohan on March 07, 2026
Whatsapp Integration Issue
Hello Everyone, Hope you all are doing well! I have been trying to automate our business whatsapp by creating the workflows in hubspot. But whenever I try to connect whatsapp into hubspot, it is giving me error stating that my whatsapp is restricte read more
Reply Discussion Starter
0 upvote
0 Reply
Solved
NPradhan0 on March 06, 2026
Product Usage Data in CRM
Do you believe the product usage data should live in HubSpot, yes or no? There are plenty of use cases I know, and it is crucial, but still getting your views. Data Team believes (which is right from their perspective) that product usage data sh read more
Reply Discussion Best Practices
0 upvote
6 Replies
NPradhan0
Participant
March 07, 2026
Definitely, that is what I was thinking too. Thanks for taking time for a productive discussion, Karsten.
Solved
connorohess on March 06, 2026
Automate Report Filter Changes
Hi All! This might be a bit of a stretch, but I'm trying to create a workflow or report feature that alters a report filter on a schedule. For context, I created a report that displayed this year's cumulative closed deal amount, overlayed with read more
Reply Discussion Reports Workflows
0 upvote
2 Replies
connorohess
Participant
March 06, 2026
Hi Karsten, I think I figured it out. To answer your question, I had the report set up with the following filter: Date entered "Closed Won" ...read more
Solved
Imelda on March 06, 2026
Inspection Details Form to Ticket Wrokflow Advice
I have a contact based wf that's supposed to update the ticket with the inspection date and time based on a form the inspectors are filling out, seemed to be working well all this time until I realized instead of updating the corresponding ticket on read more
Reply Discussion Contacts Tickets Workflows
0 upvote
6 Replies
Tzuriel
HubSpot Employee
March 06, 2026
Hi @Imelda Honestly the "Internal error" message doesn't have too much info. I would try again and if the error persists, get in touch with ...read more
1stClaas on March 06, 2026
Customer Agent and Chatflow GDPR issue
Hey, we want to run chatflows inside our platform. However, even understanding it is originally a sales tool, the flow keeps connecting to google or linkedIn services, things our customers don't consent. Now, how do other companies solve this? read more
Reply Discussion Chat GDPR
0 upvote
3 Replies
EugeneAtKiwi
Contributor | Diamond Partner
March 06, 2026
Hey @1stClaas Depending on how your tracking codes are set up right now, there'd be a few ways to check how particular tracking codes are set. On...read more

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