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If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...Reply
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SolvedIs it possible to add a hyperlink to a template inside an automated task assigned that we would like for a team member to use in their follow-up with a contact? We don't want to automatically send the email because there are attachments that need to...Reply
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Looking to creat a call counter field (not in a report). Basically every time a sales call activity is made, to +1 to a numberic field in a workflow Here's the issues I'm running into: The Activity Date field is very limited as to how you can us...Reply
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Hi. We have deals that can last for up to 4 years, but the invoicing should be done more frequently. We have built an integration to the invoicing system (ERP) and need to find a way to trigger monthly (or quarterly) invoices to be sent to ERP. Doe...Reply
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Hi everyone I'm looking to replicate what's on this site It's some form of CTA or Live Chat integration that follows the user as they scroll. Once the user clicks the button it brings up an email capture and then links to a meeting schedul...Reply
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SolvedHi, I'm trying to build a workflow that auto-populates fields as much as possible; the idea is that, once a deal is Closed Won, it creates a new deal, which is straightforward enough. However, when selecting 'Choose an Action': 'Create Record' a...Reply
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SolvedLooking for a solution to manage the following: We have multiple shifts of sales reps that cover off different timezones and need a way to be able to route leads that come into HubSpot based on rep availability schedule (ie if leads come in bet...Reply
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I'm trying to use a workflow to automatically create tasks into a queue that are created when a line item on a deal has one of its property/fields changed to a specific value, ex. "Start Negotiations" = True. So if a deal has three different lin...Reply
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SolvedOur telephone calls are not automatically reporting into the: Reports - Sales Dashboard - Activity KPI's. emails and meetings are - just not calls? How do we set this up or troubleshoot?Reply
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SolvedI want to create a workflow to change a deal stage if a meeting is cancelled. Possible? Thanks.Reply
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Hi Community! We have an SDR Team comprising 2 people. We have set up a Round Robin meeting booker for them, using a sdrteam@company.com type email solely for these meetings + 1 shared Zoom account that they can both access - this is the only c...Reply
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Hello, There's an unexplained issue where someone with the ability to publish emails is not able to publish some emails in deal-based workflows. You can see on the review screen, right below the error, that it already is an automated email. ...Reply
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