CRM

Hallo Team, ich baue gerade eine neu Version unserer Onboarding Pipeline auf und will dabei mit Ticket Tags arbeiten. Ich öffne ein neues Ticket in der Onboarding Pipeline. Dieses ist einem Unternehmen zugeordnet. Dem Unternehmen ist nun ein...

Hello, For every one of our opportunities, our sales have to notify a potential signing date. But sometimes as the oppportunity evolves they tend to forget to update the signing date. I would like to create a workflow that sends an email ev...

Is there a way to create a workflow updated property or formula property that checks whether a date property's value is in this month? Thank you!

Hello, I am completely new, testing out the functions, and am trying to figure out how I can sort my contacts so that the contacts that latest have filled out a form on our webpage is in the top of the list. I thought Latest Activity would show this...

Hello, Its me with another formula field question, I need to create properties that calculate the number of days a deal is in each quarter. So our projects can last anywhere from 1 month to a year or more, so we would like to calculate how many ...

Hello, I'm having an issue with formula fields. I want a field that tracks funding we get from partners to help with deals. So what I need is if a partner gives 20k on a deal worth a 100k for the client portion field be populated automatically with...

Hello Everyone, I'm using zapier to get line items but facing a problem that Zapier's line item could not fetch the Line items at once and if I take the line items one by one, it is generating separate invoice for each line item. Is there any API ...

Hello, I am checking the visibility rules for marketing consents. I have set the rule so that a specific consent is displayed to specific clients. Unfortunately, when checking the preview on a given client, all consents are displayed. What am I doi...

Hello all, We are using the started version of Hubspot and currently need to update fields such as Lifecycle Stage and Lead Status based on another custom field. Is this possible? For instance, we have a custom field LemlistStatus, and if it is 'Un...

Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man...

HI all, i want to know how i have custom properties in hubspot contact and when i integrate the calendly with hubspot the i want the custom property is Filled in with value i fill before hand is there a way to do it?

Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (...