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SShahid4 on Março 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
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 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...Leia mais
Solucionado
RPetrovsky on Março 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 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Março 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...Leia mais
Solucionado
CKnobloch on Fevereiro 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 Leia mais
1 avaliações positivas
1 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Fevereiro 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...Leia mais
Solucionado
samval on Fevereiro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
sarahbecherer on Fevereiro 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 Leia mais
0 avaliações positivas
2 Respostas
Colaborador(a)
Fevereiro 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 ...Leia mais
Solucionado
SDC2001 on Fevereiro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
EGONZALOPALOM on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Janeiro 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...Leia mais
Solucionado
SofiaAkhlaghi on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 09, 2025 09:25
Hi @SofiaAkhlaghi , This can be done with funnel reports: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports (Gene...Leia mais
Solucionado
SofiaAkhlaghi on Dezembro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Orientador(a) | Parceiro Platinum
Dezembro 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 ...Leia mais
Solucionado
Faisal_Nawaz on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 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...Leia mais
Solucionado
NDooly on Novembro 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 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Novembro 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://...Leia mais
Solucionado
fabbriccontact on Outubro 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Outubro 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...Leia mais
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