We have a lot of prospects that live in Florida and we are hoping we can "Pause" their sequence during the hurricaine. Is it possible to use a workflow to do this? Will it work correctly? Contact Workflow>Contact State is Florida>Now in Seque read more
Can a Deal property be referenced in any way to define a number of product line items to be included on a quote?
Currently we sell implementation of a Software called SumoQuote - a CPQ software that allows us to define the quantities of a dea read more
Hello! I've recently come across an issue with enrolling contacts into a sequence who have previously unsubscribed from marketing emails. Here is the scenario in detail: We are running a campaign that pushes contacts to a landing page where the read more
Hi there. I fail to find any documentation / guidance whether you can customize the format of dates on a quote. Our company sells to german market and german format of a date is DD.MM.YYYY. Despite german date and number settings under Profile &a read more
I get that you restrict usage of playbooks to paid seats only, but a super admin should be able to edit the playbooks with full functionality.
At the moment, it's restricted for anyone without a paid seat to create playbook questions that upda read more
Hello! We operate worldwide and so our leads come in at all times day and night. We put the contact filter "Create Date" to "Today" but sometimes a few contacts fall through the cracks because "Today" is midnight through the current time. For exampl read more
Hi, I am trying to set up a Calling system for our HubSpot Account. I checked the pricing plans: I am only getting 500 Minutes for a whole month in the starter account. We have right now 4 Calling Agents. They each call 7 Hours per day. read more
Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a read more
I have created conditional sections on my Company record based on Products that were purchased. I currently have a workflow that will update the "Product Purchased" based on the Deal Type. Ex (not really selling cats!) Deal Type =Cats, then Products read more
I am wondering about a discrepancy I have found while testing a workflow.
We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals.
Now the strange part:
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
@jmangiameli Log inbound calls, missed calls, and voicemails to CRM for Outbound phone numbers is essential. As you only offer very few international numbers and the HubSpot provided phone numbers lack often in call quality make this is essenti read more