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
Hey Folks, How can I add SCAT, NPC, or CES to the Chatflow after each conversation ends? How can we integrate AMP email with Chatflow so we can conduct the survey. The integration will be done by developers Any idea?
Hi community! We have sales portal which has marketing contents and event calender. It's kind of house of content that sales team can access our materials easily. In addition, we have event calendar too. I am curious about do you have anything l read more
Hi @EnesCinar , For the content, you can use the Document tool of HubSpot's sales Hub where you can build an entire library of content to share ...read more
Restrict view and reply to assigned conversations Hi! I have a very specific support project. Once one of our psychologists replies to potential client in the shared inbox of web chat, it's important that the conversation becomes not available anym read more
I create a template, then send it, from within Hubspot. On the recepients side, the font, and bold have randomly changed and the actual font is inconsistent. How do I resolve this?