Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt read more
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...read more
Hello, We have recently started using the deal approval process feature in HubSpot, and while we find it very useful, we've encountered a challenge regarding notification management which we believe could be improved. Current Situation: W read more
Hey Kennedy, Thank you for your thougtful response. Yes, all the deals are in the same pipeline and creating separate pipelines only to manage ap...read more
Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com read more
If I disable the automation entirely, I will lose associations and that is helpful. A workflow will work? It will not work against Hubspot automatio...read more
Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th read more
I, along with my team, have ran into a inconvience when trying to update, change or enter information on the grid view of objects. If you're making an update to a field in your grid view, the Save button/bar comes up at the bottom. The issue is th read more
Hi BMcGee, So one way around this is, is you could use the 'Shift' key and then use your wheel to scroll and it will scroll you side ways. Bu...read more
How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.
Hey, I have a challenge with HubSpot Sequences and haven’t found a solution yet. Challenge: Part of email templates in the sequence are personalization tokens. Some of the personalization tokens might be changed in time. When I enroll a conta read more
Hi @KlemenHrovat ,
Correct, sequence emails are personalized at the time of scheduling, they don't dynamically reference the token at the time...read more
In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the read more
Thanks for your insight @Gaurav_Aggarwal and for providing those resources. It sounds like the default settings for the round-robin scheduler don...read more
Hello Hubspot Experts We recently added the Sinch Message Media app to our Hubspot account to enable our sales team to send and recieve SMS messages via Hubspot (based in Australia, so can't use the HS function). The app doesn't log the SMS read more
Hi @Marie_ , I understand the challenge you are facing with the Sinch Message Media app not logging SMS messages as activities that count towards...read more
I know that this has been asked before but i have not seen an answer that does what i need. I am looking to, once per week take a snapshot of the number of deals that each rep has in certain stages at that time. My plan is to document this firs read more
Hi @AHewitt90 ,
Have you looked at the historical snapshots report on the sales analytics? https://knowledge.hubspot.com/reports/create-sales...read more
The "latest time" spent in a lifecycle stage properties are not capturing actual time spent correctly. This is especially apparent in the `customer` lifecycle stage where the value is null. I've tested this on multiple contacts (progressing to ` read more
I was wondering if someone had a workaround to achieve the following: Part of our deal pipeline is a deposit stage . To work past this stage, two files are required . When these files are read more