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 ...read 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. ...read 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 ...read 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 ...read 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 ...read 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
9 upvotes
0 Reply
JGray30 on June 18, 2024
Hi I have added association tags to my contacts to distinguish between job roles. Is it possible to search or filter by the Association Tag in Hubspot. As an example search for all Sales Manager or all Service Manager Thank you
0 upvote
2 Replies
Key Advisor
June 18, 2024
Hi @JGray30 Yes, but because association labels are linked to different objects, you need to build a list filter that includes the associate...read more
MFre on June 18, 2024
Hi, I'd like to move automatically deals from stage 1 to stage 2 when a discovery (meeting type) is completed (meeting outcome). Is it possible to do it in Hubspot? Thanks a lot
0 upvote
0 Reply
HHird on June 18, 2024
Hi there! We have switched on this integration and have contacts and invoices synching from Xero-> Hubspot: https://app-eu1.hubspot.com/ecosystem/139768864/marketplace/apps/finance/accounting/xero-data-sync I want to be able to show rev read more
FutureFulfilmen on June 18, 2024
Hi, I am trying to build an active lists with all contacts that are connected to companies in deals that are became client. I can only select pipeline, which seems all contact in the pipeline are connected in the list. It should be an autom read more
0 upvote
2 Replies
Contributor | Partner
June 18, 2024
Hi @FutureFulfilmen , I might be misunderstanding here, but you can create a Contact list with the following filters: Contact is associated to Any...read more
Solved
Mat_Cal on June 18, 2024
Hello, I have a question regarding the HubSpot application, specifically the Prospecting tool. Currently, we have set up leads from certain forms to be automatically assigned to agents. However, sometimes one agent wants to take over leads from ano read more
0 upvote
4 Replies
Hall of Famer | Partner
June 18, 2024
@Mat_Cal I was about to mention that: With the setting disabled, you get the "Assign" option in the table header when you select a lead - similar t...read more
Solved
TShemesh8 on June 18, 2024
Hi all, I am trying to use the new prospecting tool and I can't understand the field "Lead Name" that exists when you add a new lead. I choose a contact from the drop down but it doesn't auto populate that field. It is also mandatory so I have t read more
0 upvote
6 Replies
Contributor
June 18, 2024
Thank you Maria, that is the best solution I could find at the moment and definitely would make my users use it more.