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
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?
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 the...read more
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
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
Hello @JOrlando19 , thank you for posting in our Community!
Checking more details about this integration, I can see this information comes directl...read more
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
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
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 o...read more
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
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
Hi @AGarrity10
It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...read more
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
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 separa...read more
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
Sounds like @PamCotton has a decent solution for keeing the functionality directly inside HubSpot. Another solution would be to make sure you a...read more
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
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
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 that...read more