We would like to use playbooks to guide our inside sales team through the informaiton they need to gather on every call. We currently use paper "call" sheets that dictate what our customers are buying, part numbers, serial numbers, etc. This is pret read more

Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more

I am wondering if anyone has used Playbook similar to a survey before? When our deals close and the project is completed, we do internal and client debriefs. I'd like to move these from Airtable into HubSpot. The current challenge is we can only acc read more

I've run into an issue where a Playbook I created is not displaying the option for my team members to log it as a Meeting . They are only able to log it as a Note . In Playbook Settings, I checked the box for "Log Playbook Submissions," and a read more

My playbook recommendations are persistent across all stages no matter the stage. This is related to the new 'recommend a playbook by stage' feature. Is this expected? Set up: I have an SDR Qualifying Notes playbook. The rule is se read more

Hey Community, Did you know that Sales Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling Growing your business takes time, energy, and investment. What read more

Hey Everyone, I've started using playbooks to give ready made answers so that when we are scrubbing contact data we have clear records of everything we knew for each contact at the time of scrubbing them. Is there an easy way to access all of the a read more

While we've used CRMs in the past, its mostly been for record keeping however, I would very much like to start using Hubspot more actively with sales and would appreciate some plointers. Our workflow is as follows 1) We get an email or a call fr read more

Hi Team 👋 , I am trying to work out the most effective way to input lead qualification data into hubspot when the sales team are on the phone to a prospect. Currently we use a physical printed out form that the Sales team follow on the cal read more

Hello, I am looking for other HubSpot users who sell automatically renewing products on an annual basis. Specifically I am looking for examples of what tools they use to set up the payment process, the automatic reoccurring action, and the integrat read more

Hi, Have a couple questions: 1) When i'm chatting with a visitor, how do i transfer the chat realtime to a team member? Both on mobile & web 2) Every visitor who leaves an email id in the live chat app is been automatically included in t read more