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Solved
DCrinnion on March 19, 2024
Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
March 19, 2024 15:48
Thanks @DCrinnion - when you set up conditional logic, you can also specify whether the field should be required, see below: h...read more
Solved
Shams-hibooks on March 18, 2024
I created a meeting but forgot to add a Zoom link and two other attendees. How do I edit the meeting to include the Zoom link? The meeting has already been accepted. Please note, that the attendees are not in Hubspot but are outsiders.
0 upvote
7 Replies
Accepted solution
Top Contributor
March 18, 2024 18:29
Hi @Shams-hibooks , Were you talking in general, or for a specific meeting? Here's in general instructions: Navigate to your meeting lin...read more
VictoriaGumaer on January 26, 2024
Hi Community, I just wanted to reach out with an update on how the new Product Library will integrate with the product selection side panel that reps use across our Deals, Quotes, Payment Link, and Invoices tools. If you did not see my first update read more
3 upvotes
2 Replies
Participant
January 26, 2024 14:58
I have to agree wholeheartedly with @KGarland here. We use the product library and the quotation function in HubSpot because of the ability to crea...read more
BOverstreet5 on January 16, 2024
We have 4 primary lines of business that we want to set sales targets for. These targets are not meant to be a sum of individual goals that we also plan to create for indiv sales folks. Our deals are aligned to a pipeline for each of those 4 busin read more
0 upvote
1 Reply
Community Manager
January 17, 2024 16:49
Hello, @BOverstreet5 thank you for posting in our Community! In this case, it seems like you want to establish sales targets for each of yo...read more
Solved
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
Accepted solution
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: https:...read more
Solved
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 | Elite 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 the...read 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 in...read 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 directl...read 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 ...read more
Solved
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 o...read more
Solved
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 fi...read more
Solved
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 th...read more
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