In HubSpot, we are having an issue where certain emails are being logged onto deals that are undesired. Let me explain. On each deal, we have contacts associated. Some of the contacts are the customers and have association labels such as "Main C read more

I have a question regarding deal activities. Is there a way to filter the activities on a deal to only show those related to the contacts involved in that specific deal, rather than activities for the entire company? This would make it easier to get read more

How to generate email reminders to Deal owners to update deals status based on their last activity date?

Hi Folks, We are using HS for multiple functions of the company i.e Marketing, Sales & CRM, though we finding challenge on automated follow up emails. As we send emails to Sales deal funnel contacts, it move the contact to marketing contact read more

If there are multiple contacts on a deal, and we have a workflow associated with the deal to send a series of emails - will one email go to all the contacts on the Deal OR will each contact get an individual email?

Hi all, I'm making an e-mail template in which I would like to automaticly show the names of all the deals associated with the receiver (=contact) of the e-mail. The personalisation token 'deal: name deal' works fine for 1 deal. How can I use pe read more

Hey everyone, I have a question about linking emails to deals. I've just finished uploading our entire sales pipeline to HubSpot, have integrated our email client, and have added all of our contact info too. I have a question about how I can lin read more

Hi I'm trying to work out if it is possible to set up a workflow to automatically follow up a quote once it has been moved to Quote stage within say 24 hours and a value of XX. The thing I don;t know is can an email template be set up that auto read more

I made an active list of deals in the sales pipeline that were "Lost". The plan is to contact these people later when our company has some ground-breaking news. Anyway, the issue is that this active list only include the contact associated with read more

Hi, I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. The deal does have the Contact and company as read more

Dear Hubspot Team We have a scenario where, as our deals evolve, new contacts join the conversation (as they are included by their colleagues). These are sometimes not immediately allocated to a specific deal but all emails are tracked by Hubspo read more

Any email sent or received to a contractor about a particular Deal is showing up in all the Deals that the contractor is involved in. This means that a Deal activity gets very cluttered with irrelevant emails. Is there any way of avoiding this? read more