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SQasim3 on September 18, 2023
Hi community! Do you know how i can genrate ai funktion or an app with my client kontract cloumn in hubspot so that can see when i have a new kontract and then ai genrate a text about it and also a picture and if i agree with that picture or text t read more
0 upvote
1 Reply
Hall of Famer | Partner
September 19, 2023 00:07
Hi @SQasim3 , Which HubSpot tool are you referring to when you say "client contract"? HubSpot does have AI assistants, see here: more
GHuntley on September 13, 2023
We have a requirement to report on deal margin & margin % as well as revenue, and would like these properties to be automatically updated from the most recent published quote. Is there a way to do this?
0 upvote
2 Replies
Accepted Solution
Top Contributor | Diamond Partner
September 13, 2023 06:12
Hi @GHuntley , Not being user about the use case but I would think you'll need to use calculated properties for this, under Deals. If its more
TH7 on April 20, 2023
Contacts have the hubspot field "Currently in Sequence". It shows up as "Now in Sequence" in workflows. I would like to grab the owner name of that related sequence and cannot figure out how to do it. Every so often we move sales companies t read more
0 upvote
1 Reply
Community Manager
April 21, 2023 12:00
Hi @TH7 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any more
JOrlando19 on April 03, 2023
I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more
Community Manager
April 04, 2023 09:32
Hello @JOrlando19 , thank you for posting in our Community! Checking more details about this integration, I can see this information comes more
Looma_Cat on November 17, 2022
Hi all! We're implementing Hubspot Quotes and using the esignature functionality but I noticed the eSign Date personalization token is not functioning correctly. For all created, published, and signed Quotes the eSign Date is displayed as Decemb read more
0 upvote
1 Reply
Community Manager
November 21, 2022 08:07
Hi @Looma_Cat , Thank you for reaching out to the Community! December 31, 1969 is the default date properties revert to if no other date more
ChrisChiha on June 08, 2022
Hello, So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it. So far i was able to fetch property value from the deal, company and contact object read more
Accepted Solution
Top Contributor
June 09, 2022 05:53
Hello @TiphaineCuisset , Please note that i was able to solve the above issue by referencing the custom object type ID found the the index page more
nthatcher-airbr on April 18, 2022
Every month, we have deals created for our customers (Company-level) who utilize our On-Demand feature. The amount of this deal is determined based on how much On-Demand they consumed in that particular month. It's a snapshot of how much On-demand w read more
Accepted Solution
Hall of Famer | Partner
April 19, 2022 00:35
Hi @nthatcher-airbr , This can be achieved with a calculation property. Navigate to Settings > Properties > Create property and more
AGarrity10 on April 14, 2022
Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin read more
Accepted Solution
Most Valuable Member | Diamond Partner
April 15, 2022 05:12
Hi @AGarrity10 It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along more
TSaunders on February 02, 2022
I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se read more
Accepted Solution
Key Advisor
February 03, 2022 19:02
Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid more
CMcKenna9 on January 21, 2022
I have a question regarding the capabilities of HubSpot's Meeting scheduling solution. I love the option of being able to provide slot availabilities in my calendar and sending them to my clients so they can select which time works for them to quic read more
Top Contributor | Partner
January 27, 2022 12:40
Sounds like @PamCotton has a decent solution for keeing the functionality directly inside HubSpot. Another solution would be to make sure you more
MWillochell on December 21, 2021
does anybody know or have had trouble with the live chat on mobile going off the screen on the left hand side on desktop it is fine just on mobile any help with this matter is greatly appricated. also its a wordpress site
1 upvote
2 Replies
Community Manager
December 23, 2021 13:48
Hi @MWillochell , Thanks for reaching out! I wanted to refer you to @cdewey22 's reply in this thread regarding display options: more
MStevens711 on December 07, 2021
We have contacts who tell us to "circle back around in x months..." or "Reach out after the first of the year..." and we'd like to ability to "snooze" them so they are suppressed from our emails and sales sequences for whatever period of time they'v read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 08, 2021 06:30
Hi @MStevens711 , For sales emails, I'd recommend creating a task for follow-up here . The task owner will be notified when it's due and more
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