I want to create the below flow, but I'm unsure how to do it based on the triggers. Workflow Name: Auto-Create Contact & Log Email Communications Trigger: When an email is received in (sales email address) Conditions: Check if Lire la suite

We are a small nonprofit new to Hubspot. We moved from Aplos as our CRM to Hubspot as our CRM. We are trying to figure out the best way to configure Hubspot for our nonprofit needs. We have a few questions in that regard: How do we send end-of-ye Lire la suite

Hi, we just finished with implementing the Prospecting Workspace in HubSpot and we have got some questions. What to do if a lead is stuck in a lead stage "attempting to connect". Is it possible to create an automation to change a lead status fr Lire la suite

Hi, I'm trying to add members of my team to the Prospecting tool. I can't see a way to change this so additional members have the ability to access a dashboard on Prospecting.

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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?

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 Lire la suite

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 Lire la suite