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CRM & Sales Hub

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A report to show who's been missed
- Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't find a post here about it. Any insight? ...read more
Looking to create a "home page" dashboard for sales
- I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used salesforce for years and this was something out of the box that you could easily customize. I found this post from 4 years ago https://community.hubspot.com/t5/Releases-and-Updates/Introducing-the-New-Ta ...read more
Can deal stages be managed by AI?
- I have a question about structuring deal stages and transition criteria. Everybody seems to do this a bit differently and I understand that each company has different needs and processes. From what I have seen, the closer to the closed won stage, the more "unified" everything is, whereas, at the beginning of the deal pipeline, it can be everything. There are already differences at what point you create a deal. I'm trying to understand how ...read more
SKU's and Pricing
- I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do this in a Pinned Note but there has to be a better way considering you can add SKU's to Hubspot. ...read more
Specific Deal Type counts
- Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money. The only way I can think to do ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

KLallemont on April 16, 2024

Email Template being sent triggering workflow

Is there a way to have an email template that is sent be the trigger in a workflow? My goal is that when a template with the contract is sent to a contact, it will automatically create an associated deal with the name of the contract and place it read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 16, 2024

Hi @KLallemont , It's not possible to filter for templates directly but you can use an email subject line as a trigger. In a workflow, you wou...read more

ARoulston on April 16, 2024

Sequence is greyed out in Gmail

I am trying to enroll contacts in a sequence and it's not letting me. I've tried different contacts and it doesn't change anything. I have not touched anything in my settings since sequences used to work for me. How can I fix this?

Reply Discussion Sequences

0 upvote

0 Reply

dalvo on April 16, 2024

Deduplicating companies

Hi, We have 4,000+ duplicated companies - some were created by our MS Dynamics integration, some by Seamles.ai integration, others by the "Create and associate companies with contacts" setting in HubSpot. The deals are attached to the Com read more

Reply Discussion CRM

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 16, 2024

Hi @dalvo , With a Professional subscription, you can review duplicates one by one: https://knowledge.hubspot.com/records/deduplication-of-re...read more

zacbadgley on April 16, 2024

External Agency Support

I am seeking outside support to help set up a marketing attribution model, improved conversion tracking, and detailed web analytics. I am looking to utilize the HubSpot Integrations and ultimately use HubSpot as our single source of truth when it co read more

Reply Discussion Analytics Tools

0 upvote

0 Reply

PabloGz on April 16, 2024

Event update email on GCalendar is sent to primary address instead of the one added (secondary)

Steps to reproduce the issue: Contact's secondary email address is added to a calendar event as a guest. This event is logged on HubSpot and Google Calendar. The event invitation is sent to the secondary address (the one added). The event is late read more

Reply Discussion Calendar Integrations

0 upvote

0 Reply

PGrassey on April 16, 2024

Sequence Conditional Field

Is there a way to create an if/then field in a sequence that gives a text output? So if a certain field on the company = X then output "Text A", but if the field = Y then output "Text B" in the body of the email. Thanks in advance.

Reply Discussion Sequences

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 16, 2024

Hi @PGrassey , Not directly in a sequence but with the help of a workflow or a calculation property. Typically this is done with workflows: h...read more