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Managing lost revenue from Deal Split
- Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split API to calculate the share based on different variables. With this we're able to properly forecast the amount. Example: FA-Deal is created with 1M$ and shared between Comp 1, 2 and 3 evenly. We f ...Lire la suite
Can I create a report showing various properties of a SINGLE company
- Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties that I select. - Latest Deal - Deal Amount - List of contacts names - Numeric property 1 - Numeric property 2 I can then switch to company B and display the same report with company B's data. The ...Lire la suite
Extracting Param Value From URL Path Using Custom Code
- Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following URL and I'm looking for the param value of "npsevent", I would want the action to copy "CaptureThisValue" to another property. examplewebsite.com/event?npsevent=CaptureThisValue I can predict ...Lire la suite
Microsoft Dynamics Integration
- Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact • The deal tab on the right Is that possible from the hubspot side ? Thank you ...Lire la suite
Join Our Developer Newsletter: Enhance Your Journey!
- Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, and trends to stay on top. Expert Advice and Insights: Access wisdom from experienced developers and industry experts to enhance your skills. Discover Valuable Resources: We curate top tutorials, ...Lire la suite

maggiebutler le 14 Septembre, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n Lire la suite

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abhishekmittal9

Membre

14 Septembre, 2020

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Lire la suite

MWitte le 19 Avril, 2024

How to set up a new contact owner

I have 4 contact owners set up in our hub by a previous admin. I am now the current admin super user and would like to add adidtional contact owners. What is the process to do this?

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1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

19 Avril, 2024

Hi @MWitte , Owners correspond to users in your portal. You would have to invite the people you'd like to show up as owners: https://knowledg...Lire la suite

ZacharyMyr le 18 Avril, 2024

Managing lost revenue from Deal Split

Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split Lire la suite

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0 Mention J'aime

1 Réponse

PamCotton

Gestionnaire de communauté

18 Avril, 2024

Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...Lire la suite

NQuateman le 17 Avril, 2024

Schedule a meeting without sending the contact an email?

Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior Lire la suite

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5 Réponses

Jnix284

Membre irremplaçable | Partenaire solutions Elite

17 Avril, 2024

@NQuateman if you add the seminar to your calendar and then open your contact in your CRM (the one you signed up with), you can go to the meeting t...Lire la suite

Lucca7 le 16 Avril, 2024

Can I create a report showing various properties of a SINGLE company

Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties Lire la suite

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0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

16 Avril, 2024

Hi @Lucca7 , I would recommend using the middle column of company records for this: https://knowledge.hubspot.com/object-settings/customize-t...Lire la suite

JoshuaW le 11 Avril, 2024

Extracting Param Value From URL Path Using Custom Code

Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following U Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

11 Avril, 2024

Hi @JoshuaW , This should be possible with a regex replace: I'm not a regex expert but this code snippet should correspond to ...Lire la suite

Résolues

KMohamed15 le 11 Avril, 2024

Microsoft Dynamics Integration

Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact • The deal tab on the righ Lire la suite

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2 Réponses

Brenner

Conseiller clé

11 Avril, 2024

Hi @KMohamed15 I'm so happy to help you! Yes! It's possible, but, you need to know: activities can only sync from Microsoft to H...Lire la suite

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Microsoft Dynamics Integration

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