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SShahid4 3月 12日, 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
0 いいね!
1 コメント
コミュニティーマネージャー
3月 12日, 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...続きを読む
解決済み
RPetrovsky 3月 06日, 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!
0 いいね!
3 コメント
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殿堂入り | Solutions Partner
3月 06日, 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...続きを読む
解決済み
CKnobloch 2月 26日, 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 続きを読む
1 いいね!
1 コメント
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名誉エキスパート | Diamond Partner
2月 26日, 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...続きを読む
解決済み
samval 2月 23日, 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 続きを読む
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
2月 23日, 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...続きを読む
sarahbecherer 2月 17日, 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 続きを読む
0 いいね!
2 コメント
投稿者
2月 17日, 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 ...続きを読む
解決済み
SDC2001 2月 05日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 05日, 2025 01:10
Hi @SDC2001 , This should be straightforward with these default properties: Date entered [stage ID] : the date and time the deal ente...続きを読む
EGONZALOPALOM 1月 27日, 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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
1月 27日, 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...続きを読む
解決済み
SofiaAkhlaghi 1月 09日, 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 続きを読む
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
1月 09日, 2025 09:25
Hi @SofiaAkhlaghi , This can be done with funnel reports: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports (Gene...続きを読む
解決済み
SofiaAkhlaghi 12月 19日, 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 続きを読む
0 いいね!
2 コメント
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ガイド役 | Platinum Partner
12月 19日, 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 ...続きを読む
解決済み
Faisal_Nawaz 11月 22日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 22日, 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...続きを読む
解決済み
NDooly 11月 01日, 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
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 01日, 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://...続きを読む
解決済み
fabbriccontact 10月 23日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
名誉エキスパート | Diamond Partner
10月 24日, 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...続きを読む
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