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
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!
@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
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
Hi @CKnobloch ,
The challenge here is accurately pulling this information specifically based on that activity happening within 30 days of a de...Leia mais
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
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
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
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
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
Hey @EGONZALOPALOM , Happy Monday.
Thank you for reaching out! I investigated more and currently, HubSpot does not have a native property fo...Leia mais
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
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
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
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
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
Hi @NDooly ,
if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://...Leia mais
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
Hi @fabbriccontact ,
As @PamCotton mentioned, creating a custom property and report would be the best way to accomplish this. In this scenar...Leia mais