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DStoenescu on March 28, 2023
Hi, I am trying to create a workflow, but I do not seem to find it. Online it states it should be in the automation menu, but I can only see " Sequences". I have the Sales Hub Professional, so from what I understand, I should have access to it. read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2023 07:32
Hi @DStoenescu , Are you a super admin in your portal? If not, I'd recommend reaching out to an admin to check whether they assigned workflow more
NMackle on March 28, 2023
Hi everyone, We use the meeting tool to enable customers to book meetings in our calendars (linked with Microsoft Outlook). Is there a way to automatically link the Hubspot contact in the meeting description when they book a meeting? At the mom read more
0 upvote
0 Reply
HSHoo1 on March 24, 2023
Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
March 27, 2023 09:19
Hi @HSHoo1 You basically need to build a report with the calculated property as a data property. You can chose to plot it against some more
sd_soundstripe on February 17, 2023
My organization has a bunch of workflows that were setup before I joined. There's a workflow that's triggering a task and assigning to sales based on when a deal is closed-lost. But wtih 250+ workflows in use, how can I find what workflow is trigger read more
1 upvote
4 Replies
February 20, 2023 07:04
Yes - that task is attached to a deal and contact. The history indicates it was created as part of a workflow. The problem is - I can't figure out more
Simoneponti89 on January 30, 2023
Hello, I'm trying to find a way to create a family of products that automatically have a discount applied to them. For example, if a customer of mine has purchased product A and I want to cross-sell, a discount is automatically applied to pro read more
0 upvote
1 Reply
Top Contributor | Partner
January 30, 2023 14:02
Hey @Simoneponti89 , are you referring to discounts on line items and quotes?
MCoughlan6 on January 24, 2023
Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal. If it helps to exp read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
January 24, 2023 06:39
Hi @MCoughlan6 You'd simply add and "AND" rule to the enrolment trigger and make it a line item property. There are a couple of more
PawsTeam on January 23, 2023
Hi there, I am looking to create a report tracking the conversion rate for each of the team, based on the average amount of times contacts are called before they become a won deal. What is the best approach for this?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 23, 2023 10:02
Hi @PawsTeam , Unfortunately there isn't an out of the box solution for this. The general approach here would be to set up a Number of more
JormaManninen on December 27, 2022
Hi! The quotes template or theme uses the Finnish word "kuukausi" month in English instead of the abbreviation "kk" which is normally used in Finland in quotes and other sales collateral. The problem is that the word "kuukausi" is so long th read more
0 upvote
2 Replies
HubSpot Moderator
December 27, 2022 12:20
Hi @JormaManninen , happy Tuesday! Thanks for reaching out to the HubSpot Community and bringing this to our attention! It sounds like this more
KHerrod on December 21, 2022
This may seem a little nuanced, perhaps you all can point me the right way! I work in the New Client Onboarding dept - we receive the client after they've signed a contract with Sales. We help them get set up and implemented with the software pro read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
December 21, 2022 11:10
Hi @KHerrod Thanks for the additional info. So in step 1, when you say "I currently have all the tasks (20+) created and separated more
ArjenSchipper on December 02, 2022
Is it possible to add a optional bonus to a quote in HubSpot? (our case: if we reach target X, then we would be eligibe for invoicing a X amount of bonus) Thank you in advance!
0 upvote
2 Replies
Top Contributor | Partner
December 02, 2022 14:31
@ArjenSchipper Is there an issue you currently have by using the amount and setting it to zero?
KAgosta on November 22, 2022
Are there any potential updates to the current list of templates? We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. If not, are there any recommended contract software vendors? We're als read more
0 upvote
1 Reply
Community Manager
November 23, 2022 03:28
Hi @KAgosta , Thank you for your feedback regarding quote templates. This help article has the most up-to-date information on how to 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 05:07
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 more
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