CRM & Sales Hub

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    • Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked as "closed won" & another property called "auto-renew" which is basically a trigger to recreate that exact deal and treat it as a renewal. The first instance we do this, the deal is recreated exa more
    • Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms based on where the person visits us. I want to be able to have different sequences for each of these two forms. There will be no crossover between these two as they are in much different locations. more
    • We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals as lost. If we then look at lost deals for a given time period we often see a lot of lost deals and a high total lost value for customers we have actually sold our product too, heavily skewing the vi more
    • We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to the prospect from the account executive who closes the deal The logic above is very possible. What does not seem possible is, within a workflow, to have an email come from the account executive withou more
    • Question for the group: We have one service that is completed over six months, and it is billed twice. 1/2 at 3 months and 1/2 at 6 month mark. I don't believe we are utilizing the Deal amount to it's best feature. The team had been creating two deal cards to be able to show the revenue in our reporting. But not associating the two deal cards together. Is there a better best practice? Any way to use one deal card but split out the re more

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sjudson on December 04, 2023
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
0 Reply
DKahlon on June 17, 2024
Question, Is there a way to import line items when we don’t have unit price but only net prices? I’ve experimented with formulas in spreadsheets, but I’m looking for a more efficient solution within HubSpot without modifying the spreadsheet. Any in read more
1 upvote
1 Reply
Top Contributor
June 18, 2024
Hey @DKahlon As witten in this article i can see that when importing line items with deals, the import will not update the deal amount. To more
CFell on June 17, 2024
I don't believe its possible to offer a prospect options in the quotes tool. For example, selecting between product A + B, or A+ C, (total value would be different depending on the option selected.) Another use case would be if you buy product read more
0 upvote
0 Reply
TToivola on June 17, 2024
Hi everyone, Hoping to get some guidance on this! Our customers book meetings with Onboarding via Hubspot meeting scheduler which creates a Scheduled meeting on the Deal. In our current flow we need to log the meeting after it is held and a read more
Top Contributor
June 18, 2024
@TToivola You can consider adding the meeting notes directly to the Deal record. This way, all relevant information about the meeting will be more
MArango7 on June 17, 2024
Hi, We connected our customer service email, to our Help Desk, allowing us to receive customers' emails directly on the Help Desk and reply to them. Customers fill out and send a web form on our website. The form has a fro read more
0 upvote
0 Reply
MVanGruensven on June 17, 2024
Hello, We have discovered that not all tradeshows have scanners available to capture contact info. We came home with many business cards from a recent tradeshow and want to scan the cards and then import them into HubSpot. Previously we used the Sc read more
1 upvote
3 Replies
Key Advisor
June 17, 2024
@MVanGruensven wrote: Hello! Thank you for responding. We were hoping to scan and directly load into HubSpot. Unfortunately, the Scan Contacts more
bruceBrownlee on June 17, 2024
I doubt that it is not possible to delete erroneous Company Owner history records, but would like to confirm. Our automation attributes clients sales to the Company Owner in the Company Owner History as of the date of sale. We have frequent errors read more
0 upvote
5 Replies
June 17, 2024
Good point Frank, I think digging in on the Company Owner changes is a good direction. I see both CRM UI and CRM UI Bulk Action listed as SOURCE. more