Hi folks, is it possible to automatically create a billing subscription from a deal (similar to how the "convert deal to subscription" feature works) when a deal is closed won using Workflows or some other feature?
Hi We just set up the Commerce Hub with 3 product variants and 3 payment links (where you can choose the amount between 1-10). Now we need to add the shipping cost. Which means: A customer can add 1-10 articles to the basket and then can checko read more
Hi Jigar Thank you so much for your help. This was very useful and we were able to add the shipping cost in the way we needed. Have a lovely da...read more
I already submitted this in the Ideas Forum. But please let me know if you have a better alternative to my workaround. My eCommerce client is looking to attribute revenue to their marketing assets and email campaigns, but Campaign revenue a read more
Hi @ARez , thanks for chiming in. Could you provide more details on your alternative solution? What do you see this process looking like? And if Cam...read more
We are using hubspot for quite some time now and we have one invoice that we can't open. It also apparently wasn't sent to the customer when it was supposed to. When clicking on "Download invoice" this message is displayed: When clickin read more
Hi, hope someone can help! I was playing around with the Commerce tool thinking it might be something I'd find useful for the future. I created a dummy subscription as a recurring payment, then created a dummy invoice associated with that subscripti read more
Hi @WhitePhantom ,
Like quotes, invoices in HubSpot are created so that they can then be accessed via a direct link or shared through an email...read more
I have an invoice with line items with taxes and I want to add a one time discount after subtotal to show that a deposit has been paid on this invoice, then send the invoice to the client so the balance can be paid. Pretty straight forward invoicing read more
Hi @Travellur , I do not think it's possible to have a one-time discount AND tax rates at a line item level on the same invoice. Are the tax rates d...read more
Hallo, ich habe eine wichtige Frage, bevor wir entscheiden können, auf Hubspot komplett umzusteigen: Wir verkaufen jährliche Lizenzen einer Software und möchten diese Lizenzen Kontakten zuordnen, damit wir einen gesammelten Überblick haben, read more
Hallo Paul, der Integrationspartner "Maesn" hat bereits eine Integration von Hubspot zu sevdesk gebaut. Diese übertragen die Rechnungen zu sevde...read more
Hello I am finding it hard to come aross information about how to sync or create invoices that are created in HubSpot to Xero. I know that Hubspot does not have the option to do a 2 way sync between HubSpot & Xero for invoices. I also read more
Hi @HAdams7 ,
I built out a pretty robust zap sync'ing between HubSpot and Xero using Zapier. It's triggered off a paste into a Google Sheet. ...read more
Hi All I have a very specific use case I am trying to achieve and hoping someone smarter than me has done this or knows how to. I have a Power Automate flow populating data into Hubspot which then reacts and creates a deal with a lot of info i read more
Hi @Pickers , does the payment link change per email? If not, you could just hard code it into the email and skip what I'm suggesting below for the ...read more
Where do I go to automate and customize a receipt after a donation is made? It only sends out a receipt for the amount of the transaction. There are no details on our 501(c)3 info or anywhere to add a personal thank you. Any help would be great!
We are using Hubspot to do transactions rather than stripe. That would make it easy using stripe. I wanted to use a workflow to send an automatic e...read more
Hi everyone, I’m currently managing an e-commerce store and using HubSpot to track customer data and Shopify for sales and inventory management. I’ve set up the integration between HubSpot and Shopify, but I’m running into some challenges: Invent read more
Hey @Dexterhale thank you for posting in our Community!
Syncing challenges can be tricky. For inventory updates, ensure the integration set...read more