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Solved
CONeill7 on September 14, 2022
Hey, We use Calendly as our scheduler but haven't been able to get our "date demo booked for" to automatically be populated in hubspot when a deal is created. We have the Calendly - Hubspot integration active, is there a way for this to happ read more
0 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
September 15, 2022 05:41
@CONeill7 of course! Very good point on limiting the number of meetings booked per day. As far as I know, that sadly isn't a HubSpot Meetings featu...read more
Solved
MBoyd0 on August 31, 2022
Hi! How can I get phone numbers to be formatted as phone numbers in Quote Templates? The numbers are validated in the Contact and Company records, but they show up as +12345678900 in the Quotes. They are in the templates as Personalization Token read more
0 upvote
5 Replies
Accepted Solution
Participant
September 06, 2022 13:10
Thanks so much for the offer, but I did figure out a workaround that is a lot easier! You can just edit the format of the phone numbers while you're ...read more
Propagam on August 29, 2022
Hey guys, I'm currently setting up the deals + quotes + invoicing workflow automation for my company. I've come across some issues as I've started doing the setup. Our current setup that we're trying to achieve is with QUICKBOOKS, STRIPE read more
0 upvote
6 Replies
Participant
September 12, 2022 03:44
Hello Flocks, We are honored to announce it as one of the top HubSpot apps in the new Customizable #CRM collection has launched #FormPay ...read more
Solved
JBuck73 on August 23, 2022
Hi all, wondering if anyone else has seen this and what it may or may not mean. Manager sends sales email to a few hundred individuals at many companies. Click report is showing multiple individuals at the same company (different emails) clicked the read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 23, 2022 08:06
Hi @JBuck73 , Some companies have frameworks in place which check incoming emails for potential security risks. This is especially the case in...read more
Solved
Stijn on August 11, 2022
Hi, First of all, I'm referring to software subscriptions, not the communication subscriptions in CRM. We are a SaaS company, using Marketing Hub professional, Sales hub Starter, Service Hub professional and CMS professional. We sell subscri read more
0 upvote
3 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 11, 2022 08:44
That's true. Fortunately, Stripe integrates with HubSpot (it's actually the architecture for Payments) so you should still be able to use it as a sub...read more
Solved
EGardner5 on August 07, 2022
I have a situation where I am getting multiple entries for the same contacts. I keep deleting the new entries but they keep popping up a few days later. How can I stop this from happening.
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
August 07, 2022 21:46
Hi @EGardner5 , In that case, you'd have to find out who set this up or who installed this integration. This information is unfortunately not ...read more
JSteg on August 07, 2022
Hi there, I would like to build a sales pipeline automation so that Leads get a hubspot owner attributed in a round robin principle, BUT - We need to restrict what the people can see. Thus we so far put the 3 of them in a seperate team from read more
1 upvote
9 Replies
Top Contributor | Partner
August 15, 2022 07:42
Hey Jan, My apologies. I was going to send it but it slipped my mind. So, here's another thing I thought. This might not be as difficult as I...read more
Solved
Bwillyrich on August 04, 2022
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
0 upvote
6 Replies
Accepted Solution
Contributor | Elite Partner
August 05, 2022 06:07
Ok, thanks for the additional context! So I've mocked this up in my own test portal and I believe it meets the requirements of what you are looking t...read more
Solved
GBhawnani on August 03, 2022
I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot. Would really appreciate if someone could guide me on the best way to achieve the same or point me to a re read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Elite Partner
August 03, 2022 21:42
Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link . Otherwise you need to setup require...read more
BP20 on July 19, 2022
We have added some extra stages in deals after closed won, all of them with 100% probability since it's connected to the integration part of our solution. I've now created a quote template so that our sales reps can use hubspot instead of an exter read more
0 upvote
1 Reply
Community Manager
July 20, 2022 02:54
Hi @BP20 Thank you for reaching out. I'm wondering if its coming from a specific workflow - I would recommend connecting with HubSpo...read more
swiss-oliver on July 11, 2022
Hi there, I have a question re the calculation of the deal amount based on a) a currency rate and b) on a 'pricing region factor' defined by the property pricing region. So basically what I'm looking for is the following: Sales reps enter an read more
0 upvote
4 Replies
Contributor | Platinum Partner
July 28, 2022 02:04
Hi Kristen, thank you for tagging the experts!
Solved
ADvoršak on July 07, 2022
Hi, our deal has a few 10s of custom properties. Working with them in HubSpot is a nightmare, because field titles and field content is visually poorly separated, listed in one long column and there's a good chance of non-intentional changes. I read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
July 07, 2022 15:25
Hi @ADvoršak Have you tried Playbooks ? This is recently added to Pro Accounts and allows you to create a series of questions for your te...read more
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