Is it possible to capture the stage a deal is in when it goes to closed lost? Use case: To see trend by rep of what stage a deal is in when it is moved to closed lost. Id rep sticking points or reps who are not using the pipeline stages correct read more
Hi, Would it make sense to have an autimation that marks an associated contact and company's lifecycle stage as 'other' once a deal has been lost? I am struggling to get out sales team to also update contact and company levels once a deal has be read more
Hi there, I want to create a report to view the effectiveness of my marketing campaigns. Is there an option to show a report with the budgets of a campaing compared to the created revenue? At the moment I can't find a way to add expenses to read more
Hi Community, I need to create a report on marketing efforts, Hubspot's propertyies e.g. original source and source drill down where too limiting for us, so I created a new one called ' manual source. Now my question is how can I show the number read more
Hey team, I'm trying to find a way to create a graph that shows the growth of my database month by month. I can do new contacts added per month but I'm after a cumulative total per month, e.g. Jen = 100, Feb = 200, Mar = 400 etc. Help!
Hi all, I'm having an issue opening certain reports today. Some reports will open just fine and others, it's as if nothing happens when I click on it. Any idea if this is an internal issue with HubSpot, or should I pursue some troubleshooting? read more
Hi, I am looking for a way with custom reports, or calculated properties or datasets to calculate cost per contact. For example, when we organize a Webinar with 100 registered contacts. I want to divide the amount in the field: 'Campaign spend' read more
We have a "Reuqest Demo" form implemented via Hubspot on our external website. When a user submits the demo form, a contact is created on Hubspot. I want to pass the Contact's "Record ID" to Google Ananlytics 4 as a user property for tracking p read more
The Custom Report Builder allows indeed to have both contacts and companies fields, but it doesn't allow to edit the fields in the report directly (Which Views allows).
We need this to create a process update report, whereas the interactions read more
Greetings! I need some help with my problem. I created two embedded forms in Hubspot and put them to my Web Server through the footer on my WordPress panel. All forms are working fine, and leads are going to the Contacts as they should be. But for s read more