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  • Solved
    SNerz on September 19, 2021
    0 upvotes
    2 Replies
    Hello. I was wondering if you can create product varations in Hubspot. Meaning that we have one product with a base price, but if someone purchases 5 then the price changes, 10 then prices changes again, etc. I would like to be able to set this in t...
    Reply
    Member
    September 19, 2021 23:49
    Thank you. This was helpful.
  • ESchmith on September 15, 2021
    0 upvotes
    2 Replies
    I have both the deals and the companies already in the database. I simply want to associate them by importing a file that has a column for the deal IDs and a column for the company IDs. I know I've used this method before without issue, but mayb...
    Reply
    Most Valuable Member
    September 15, 2021 21:26
    Hi @ESchmith , HubSpot has introduced a new pop-up during the import process: After selecting both checkboxes, you can continu...
  • PTavener on September 05, 2021
    0 upvotes
    4 Replies
    My deals suddenlty are gone. I am using 'All deals' with no filters. I am an admin user and using my usual login. WHat i have noticed is if i stay logged in slowly after refreshing 1 deal will apear at a time, its like they are stuck downloading...
    Reply
    Top Contributor | Diamond Partner
    September 07, 2021 01:33
    Glad you got all your deals back 🙂 @PTavener . If they are falling through API, it takes some time to get them updated in the system. Ho...
  • FelixHoess on September 02, 2021
    1 upvotes
    1 Replies
    Hi. I would like to see a coulmn "Associated Deal" in the Ticket View. At the moment there is "Associated Contact" and "Associated Company" available. Additionaly a Filter would be nice for Contacts, to show Contacts with "associated Tickets...
    Reply
    Recognized Expert | Platinum Partner
    September 03, 2021 06:29
    Hello @FelixHoess , Currently, there are a few options to associate tickets and deals. Option 1: Manually associate inside the deal re...
  • AGardner on August 31, 2021
    0 upvotes
    2 Replies
    I'm building a pipeline in which we'd like to automate the send of a couple important emails to prospects and new clients. Since an automated email in a workflow is send to all associated contacts in that deal, can it be sent to the associated conta...
    Reply
    Participant
    September 01, 2021 06:58
    Thank you, it just seems odd that the only automated email there is an option to send when building a pipeline is a marketing email. We will likely h...
  • Solved
    HAmijee on August 31, 2021
    1 upvotes
    2 Replies
    Is it possible to choose different properties for different pipelines that are viewed on the deal cards for that pipeline?
    Reply
    Participant
    August 31, 2021 06:26
    Thanks @GeorgeThomas I'll add to the ideas threads. Also mention to in my on-barding call tomorrow.
  • Edyta7510 on August 31, 2021
    0 upvotes
    1 Replies
    Hi, The workflows that I have created to follow-up on the contact us form submission, automatically create a new deal (on certain conditions). Contact who submitted the form and their company are being automatically associated with this deal, whic...
    Reply
    Guide | Diamond Partner
    August 31, 2021 06:02
    @Edyta7510 , You could make duplicate deal properties as in the form and have a workflow copy them to those properties. Or, you could reach...
  • Solved
    Edyta7510 on August 30, 2021
    0 upvotes
    1 Replies
    Hi, In one of the business units of my company (=team), there are multiple sales people (2-4) who cooperate on the same deal. I have some questions about how to optimize their access rights. 1. I understand that one deal can only have 1 sales...
    Reply
    Recognized Expert | Platinum Partner
    August 30, 2021 10:32
    @Edyta7510 , 1. You can use a custom property using "HubSpot User" type as a secondary owner. These users would have the permissions as the pr...
  • DeepakKataria on August 26, 2021
    0 upvotes
    3 Replies
    Hello Team, Is it possible to get total deal amount group by deal stages in HubSpot API. Also, Is there any way to fetch deals with start/end filter using CRM SEARH API ( https://api.hubapi.com/crm/v3/objects/deals?hapikey=XXX ) Thanks in ...
    Reply
    Top Contributor
    August 27, 2021 05:31
    Hi @DeepakKataria ! That's true! HubSpot's batch API has a limitation of just 100 records each time. If you have a HubSpot Enterprise account, you ...
  • Solved
    Edyta7510 on August 25, 2021
    0 upvotes
    5 Replies
    Hi, I'm trying to find a reliable way to capture/report on multi-year revenue from deals that haven't been closed-won yet. Can I use recurring revenue fields for that purpose? I can estimate annual recurring revenue, but will need to also tr...
    Reply
    Top Contributor
    August 27, 2021 00:47
    @webdew ok, gotcha. I found a workaround for it "for the time being" using multiple custom properties/workflows, etc. and I'm able to project the...
  • Solved
    Edyta7510 on August 25, 2021
    1 upvotes
    4 Replies
    Hi All, Here's our use case: For each deal in HubSpot we have some custom properties reg. margin /cost of goods sold (COGS). When deal is created, sales team enter these manually (all our products/services require custom values for these). ...
    Reply
    Top Contributor
    August 25, 2021 05:00
    Thanks @karstenkoehler
  • Solved
    mseibert on August 22, 2021
    0 upvotes
    2 Replies
    A colleague has created a deal that I am interested in. I would like to get an email of all activities in the deal. Does HubSpot allow me to do that somehow?
    Reply
    Contributor
    August 22, 2021 08:08
    Bam. Did not read it as it was grayed out. And did not see the layer with the explanation. Thank you so much.
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