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 Leer más
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.
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 Leer más
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...Leer más
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 Leer más
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 Leer más
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...Leer más
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 Leer más
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 Leer más
Hello @JOrlando19 , thank you for posting in our Community!
Checking more details about this integration, I can see this information comes directl...Leer más
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 Leer más
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 Leer más
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...Leer más
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 Leer más
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 Leer más
Hi @AGarrity10
It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...Leer más