CRM

Hello everyone! The "date entered" deal properties created by default in HubSpot are populated automatically. We have revamped our process with a new pipeline and moved legacy deals to the new pipeline. However, we’ve found that we cannot populate ...

Hello everyone, In deals amounts are based on the currency option but since the company currency is set to USD an automatic calculation property was created. However right now even though the amount is changed from TL it’s not automatically calcula...

Hello, We have a complicated sales process I am trying to automate, or at least streamline in HubSpot. Our customers often have several locations which we have decided to make as children accounts in HubSpot. For this example, lets say the custo...

1. What are the differences between Deals & Orders in HubSpot? 2. What workaround do you suggest to integrate POs to the Companies that are our suppliers.

Hello all, Keen to get some thoughts on a complicated request. In our business, Sales Reps are contantly 'working' thier portfolios e.g reqesting ownship of Companies and also asking for Companies to be removed from their portfolio. When th...

Hello Community i am Trying to solve a use case where the Sales don't have to calculate the discount % rather can give the amount of the line item directly in the Deal line item custom field and directly get the percentage of the discount applied t...

Hi Everyone, In my business, revenue is quite unpredictable, but we came up with estimates based on the size of the client team. E.g.: - 0 to 5 employees, 100$ monthly revenue - 6 to 10 employees, 200$ monthly revenue Etc. I wanted to...

I am setting the Close date of a Deal manaully via Workflow. The Workflow is doing the job, but HubSpot is still setting to the Date the Deal is closed Won. When looking at the Close date property audit, the date was set by HubSpot Processing. In...

I have a field where I ask about the product being offered and depending on the product offered - we will have different questions at each stage of the business. However, the conditionals in "Pipeline" are the "step entry". When I do the conditional...

hope this is the correct place to post.. We are looking for ways to record when deals are cancelled (after closed won and partially paid/fuliflled). so if a deal is already moved to closed won, and say halfway thru their contract (deal) the client...

Hello, I am currently creating a work flow that creates multiple deals, from one form submission, with different deal ID's. I have created the flow below, that creates multiple deals, however they all share the same deal ID. Any suggestions? ...

HubSpot has a "close" date. I have a custom field that says "Due date" which tells the estimator when the design is due and they can prioritize estimates. Its not tied to the close date. Is there a way to customize the deal card so it shows this? I...