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
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JLobdell on June 23, 2024
I recently executed a quote for a client a few months ago and it had a delayed start date for 2 line items on it. He paid the initial fee's on the same quote with his credit card, but I don't see in payments where he was drafted for these delayed li read more
josef_dipity on June 22, 2024
Hello! I was wondering if there was any way we could get this test/dummy pivot table report to show the difference instead of the total between the "GALLONS SOLD" and "NET PRICE" for the 05-2024 and 06-2024 deals?
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GPFlores15 on June 21, 2024
I want a workflow that will automatically set the Call Type when logging a call, based on the type of object the call is made from. For example, if a call is made from the lead object, I want the Call Type to be set to "Prospecting" which is one of read more
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Catalina24 on June 21, 2024
Hola, he creado un panel pero me aparecen datos errados de valores con un "MRD" no sé que significa.
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PBaxter on June 21, 2024
Hi, Anyone had a go at configuring the new pipeline rules? We have separate pipelines for selling and service delivery, and clone a deal from one pipeline to the other - so when we 'close win' the sales deal, it ends, and a new delivery deal read more
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CP7 on June 21, 2024
Hi, I am sure this is not a unique requirement. I want to create a simple dashboard that shows metrics such as # of activities, # of deals, revenue of deals etc. I have a professional account. This dashboard will be accessible to the sales team read more