Is it possible to use a workflow to associated multiple contacts to one deal? Buyer 1 Buyer 2 I know this can be done maunally, but really trying to avoid an extra step for sales team.

Hi there, When setting up a Custom Quote Template...how is one able to force a page break? Currently, when download the template it looks different to the screen version. How are we able to better format the quote template at set up read more

Hi HubFans, I understand that there is no automatic association available between parent deals and child deals of two separate pipelines . But we're looking for ways to semi-automatically associate them and have created single-line text proper read more

I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing read more

I have a set of contacts we’d like to only allow the “XX Sales team ” to enroll in sequences. With that contacts segmentation, is there a way to allow them into Sales Hub and achieve that? Would a “partition” make sense, and could we operate read more

Is it possible to have the line items added to a quote product/subscription details in multiple languages? Ex: the same product but with a description in English/Spanish/French/Etc when generating the deal/quote? Thanks!

Is there a way to automate meeting reminders for meetings that are booked inside the contact record?

Time for me to post an actual question in the community instead of answering questions. 😉 I've started playing around with the quotes tool and it all makes sense - edit the template, select the building blocks, what to display. What I am mi read more

I'm in a workflow that was created in "workflows" and when clicking into an if/then branch to make an edit, I am now receiving the following message: This action can only be edited in workflows. This action is too large to display in workf read more

Does anyone know if it is possible when building a Quote to have a place for custom language under each product line item that comes from the library? In other words, perhaps the line item is generic and so built in the library (such as "Landing Pag read more

I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more

Hello, we tried 3 times to connect whatsapp to Hubspot thanks to the new native integration, but each time, we get this message after completeing all the steps (we well received the 6 digits code through the phone number we linked) Any idea read more