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SShahid4 en Marzo 12, 2025
I need to see my cal.com meeting on hubspot as leads. Not able to create the workflow that would trigger this. Need help on this. I am new to hubspot
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1 Respuestas
Administrador de la comunidad
Marzo 12, 2025 17:53
Hey @SShahid4 , thank you for posting in our Community! To sync your Cal.com meetings with HubSpot as leads, you’ll need to integrate Cal.co...Leer más
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RPetrovsky en Marzo 06, 2025
Has anyone successfully set up a way to receive a second notification if a form has not been responded to? I have tried creating the workflow but I am having trouble getting it to work. Thanks in advance!
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Marzo 06, 2025 12:30
@RPetrovsky this requires a Professional subscription. You would enroll contacts when they submit a form, delay for 1 day, the send an internal ema...Leer más
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CKnobloch en Febrero 26, 2025
Hi Community, I'm a BDR, and whenever I book a meeting for my Account Executive (AE), I have to open a deal and assign my AE as the deal owner. However, we have specific attribution rules where, if I have a certain number of touches on an acco Leer más
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1 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Febrero 26, 2025 13:30
Hi @CKnobloch , The challenge here is accurately pulling this information specifically based on that activity happening within 30 days of a de...Leer más
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samval en Febrero 23, 2025
Good morning, I'm creating a report that shows the median time spent in deal stages for deals created in the last month. However, this report seems innacurate. It shows no time for the deal stage "Chased Pitch, but I have 5 deals sat at this stage Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 23, 2025 04:20
Hi @samval , This is expected behavior, please see the definition of this field: Cumulative time in [stage ID] : the cumulative time s...Leer más
sarahbecherer en Febrero 17, 2025
I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th Leer más
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2 Respuestas
Colaborador
Febrero 17, 2025 12:22
Of course! Here you go...! In the Deals Won This Quarter By Rep, all 4 sales reps are included in this report, but I blocked their names our for ...Leer más
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SDC2001 en Febrero 05, 2025
Want to create an overdue tag for my deal pipeline on the below parameters. - I can set specific time frames in days, that we expect each stage of the pipeline to take. - Once a deal within the pipeline reaches that alloted time frame for that sta Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 05, 2025 01:10
Hi @SDC2001 , This should be straightforward with these default properties: Date entered [stage ID] : the date and time the deal ente...Leer más
EGONZALOPALOM en Enero 27, 2025
hi i want to add meeting duration from logged meetings in my report but i can't find this property, there's call duration and conversation duration, but not meeting, please, can you help on that. even if i want to create a custom property for th Leer más
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1 Respuestas
Administrador de la comunidad
Enero 27, 2025 17:34
Hey @EGONZALOPALOM , Happy Monday. Thank you for reaching out! I investigated more and currently, HubSpot does not have a native property fo...Leer más
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SofiaAkhlaghi en Enero 09, 2025
I am trying to analyze which channels form my sales funnel that generates mot sales. For ex see picture below, the left pie shows the generated contacts based on source (google, email etc) the source is a specific contact property. The left pie sh Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 09, 2025 09:25
Hi @SofiaAkhlaghi , This can be done with funnel reports: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports (Gene...Leer más
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SofiaAkhlaghi en Diciembre 19, 2024
Hey all! I am searching for a view in companies view where I an see the deals assosiacted with the companies but also the deals that are won for every compnay, ideally a column in the view attacehed weher number of deals won is shown. Is this p Leer más
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2 Respuestas
Solución Aceptada
Guía | Partner nivel Platinum
Diciembre 19, 2024 11:54
@SofiaAkhlaghi , I understand what you want to do. If it's like @Phil_Vallender said, and you want to see the number of deals won next to ...Leer más
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Faisal_Nawaz en Noviembre 22, 2024
Hi everyone, I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this propert Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 22, 2024 04:58
Hi @Faisal_Nawaz , I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports bas...Leer más
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NDooly en Noviembre 01, 2024
Hi I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this? Tks, Neal
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 01, 2024 11:33
Hi @NDooly , if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...Leer más
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fabbriccontact en Octubre 23, 2024
I've built a report that gets the average cumulative time spent in specific deal stages. On the side, I also have the avg time we should be spending on these stages. This is a fixed number. Is there a way / how can I compare the values I have in th Leer más
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2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Octubre 24, 2024 10:04
Hi @fabbriccontact , As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...Leer más
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