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

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

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

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

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

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

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?

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

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

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!

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

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