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As I am in the process of hiring a SDR, I have created them a new pipline with an abundance of leads to churn through, with the intention of scheduling meetings for me. Once the meeting has been booked, it would be ideal to have that deal from their pipeline transferred into one of my respective pipelines, under the 'initial meeting scheudled' funnel and me as the new deal owner.       ... Exibir mais

auto-populate campaigns from analyze tab w/ campaign filter to the compare emails page ... Exibir mais

Hi,   I'd like an option to clone staged pages and keep historical pages when publishing to the original URL.   This issue dates back to this thread: https://community.hubspot.com/t5/CMS-Development/Publishing-cloned-staging-page-resets-historical-data/td-p/182015   I'm experiencing the same problem. We changed themes and wanted to create a new look for our local landing pages.   We wanted to publish local landing pages quickly, so we cloned a template page and at first, we thought that we could just change the URLs in settings to publish to the same live URLs.   It doesn't work that way. It creates a whole new page, erasing all historical data attached to old page.   Thus, I will need to manually recreate the design for all the pages to keep historical data and the same URL.    Are there any workarounds? Are 301 redirects appropriate for this? Is there a way to even copy and paste the modules or source HTML to each page if cloning isn't an option instead of manually re-designing each landing page?   Thank you.  ... Exibir mais

I have a landing page and I want to add a pop-up form on this page, I don't know how to add this type of form. because all I can add the embedded form I can't see the pop-up form that I create. and how I can prevent scroll on the page ... Exibir mais

When the customer signs an offer electronically (e-signature), it should still be possible for the signatory to enter a comment field, where he can fill an order number or other information when placing the order ... Exibir mais

We sell software on a subscription basis and like to show discounts so that customers can see every single concession we make on price. As a result, while the list price of our yearly subscription is 15% lower than the monthly one, on a per month basis, we typically list it on quotes as 12x the monthly price, and then manually apply a 15% discount. It would be convenient to add that discount as part of the product configuration. That way, when adding the yearly line item to a deal, instead of populating just the unit price, billing frequency and term, it would also pull in a discount for that product/currency combo. ... Exibir mais

We need to be able to export Weighted Deal Stages to Excel Spreadsheet.  At this time we can only export Amount in Home Currency property instead of the Projected Amount property.   ... Exibir mais

Hello! We host multiple webinars and have to create a marketing form for each of them. It ends up being very difficult for us to trigger workflows for all those webinars as we need to add them up manually as a new one is created. We would love to trigger a workflow based on a submission of a form in a specific folder, for example: webinar form folder, it would simplify our work a lot! ... Exibir mais

My team needs to log important internal emails to Accounts/Companies in Hubspot from gmail. The manual option (copy and paste into Hubspot's email logging is not ideal). We would like the ability to use your log drop down feature in gmail (like we can do for bcc forwarding) and log any email to whatever account we need. ... Exibir mais