Hello, I think it would be very helpful to be able to clone a deal tag. Right now, the options are edit or remove. Considering you can clone so much in Hubspot, not sure why this wouldn't be an available option for deal tags. Hoping it gets on read more

Whenever a contact is merged and we try to unenroll them from a sequence through a workflow, we are getting an error that states "Can't unenroll, because the contact is not enrolled into any sequence". However, we can see in the activity log o read more

Guten Morgen zusammen, gibt es eine Integration, mit der man Angebote direkt in Hubspot unterzeichnen und den Verifizierungsprozess per Mail überspringen kann? Wir müssen unseren Sales die Möglichkeit geben, den Auftrag direkt vor Ort beim Kund read more

Guten Morgen zusammen, ich benötige einen Workflow, der erkennt, dass das Angebot unterzeichnet wurde und dadurch dann die Dealphase ändert. Ist das möglich? Habe beim Stöbern gerade nichts passendes gefunden... Liebe Grüße Michelle

Hi, I want to create a Hub Automation. Here is the situation. I want reps to be notified when multiple people from within the organization are working on the same account and making successful contact with buying committee members. What woul read more

We need to change the bank account that is associated to our sales payment links in our Hubspot account. What is the process for this? Do I have to create a new stripe account with the new bank account and then verify that with our Hubspot account? read more

We use the 4-4-5 Accounting Calendar for our fiscal months. So that all quarters of the year are divided evenly with each quarter having two four-week periods and one 5 week period. We are trying to figure out a good way to accurately report our read more

Hola! Estoy buscando y me gustaría poder medir la primera interacción con un negocio cuando llega al pipeline del ejecutivo de ventas, quisiera saber si alguien tiene alguna idea de como hacerlo, he tratado pero no me da con formula calculada read more

Hi HubSpot Community! We currently have a list of targeted companies, old and new, that will be hovering around 500-600 at any given time. We would like to assign 25 per week/per sales rep. Ideally we would want someone to stop receiving leads once read more

I have the following issue happening when I try and create a Note on an account . The application automatically starts recording characters without any action on my behalf. These characters are not visible and cannot be deleted however when I ente read more

Hello, We're trying to make it so that the total amount for each deal is updated based on the quote amount (including one-time discounts). Is there a way to create an automated workflow for that? Best, Michael

Why can't a super admin edit views that were created by another user?