CRM

Hey all, our sales team is often asked for quotes from multiple contractors who are all bidding against each other for the same end project. Ultimately, I need to be able to track each quote separately. It's tedious for the sales team to create ...

Hey there, I would like to set up a workflow that, when I label a meeting as a no-show, it either re-enrolls the person into the sequence they were in, or sends them an email, but looks like I would need marketing capabilities for the latter.

1. Managing Duplicate Leads per Company Due to previously faulty workflows, we now have multiple Leads associated with the same company for what is essentially the same opportunity. Here's what I've done so far: Created a rollup property o...

I have a list of past meetings in HubSpot where the meeting outcomes are blank. I tried importing updated data to fill in the outcomes, but HubSpot says existing meeting records can't be updated. Is there an alternative way to bulk update meeting ou...

How can I set the default meeting outcome to 'Scheduled' when logging a meeting in HubSpot?

Hi everyone, Is there a way to create a workflow that sends a notification when my contact database reaches a certain threshold (e.g., 10,000 contacts or 80%)? I'm looking to monitor the overall volume and trigger internal alerts once we hit spec...

Hello, im looking to create a workflow that supports a bid management process. The use case is as follows: A logistics provider recieves requests for spot transportation from its client. Here we created a custom object (tender) to represent t...

Hello everyone I’m looking to streamline contact creation in HubSpot and would appreciate your expertise. Here’s what I’m trying to achieve: Step 1: Use the “add” contact form popup (top-right when viewing a deal) to add a new contact. This sh...

I have a scenario where the contact owner can be changed after we create some tasks. So lets say previous owner completed a couple tasks and few tasks left. Then we change the contact owner and we need to automatically change the remaining not ...

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...

I want to create 2 workflows - To display total count of deals based on their sub-criterias i.e. in-person, virtual etc where I only want to know how much in-person deals are completed. Based on the above workflow's number, I want to trigger an e...

Hello, I have the following issue: We are building a campaign with 2 branches that depend on the specific link click from the first email. The first email has 2 options for click (X and Y). If the user clicks X, we want to send him to the fi...