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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

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jolle

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

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MBoyd0 on August 31, 2022

Phone Number Formatting in Quote Templates

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

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MBoyd0

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

How do you deal with schedule payments?

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

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Syeda_Fatima

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

Almost simultaneous clicks at same company

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

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karstenkoehler

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

SaaS subscriptions tracking

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

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danmoyle

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

Multiple entries for the same contact keep occuring.

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.

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karstenkoehler

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

Round Robin for Hubspot User of one Team

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

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BukunmiOdetayo

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

Workflow on most recently closed deal

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

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coldrickjack

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

How to capture qualifying questions on hubspot based on lead stage?

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

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Levi

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

Move sent/closed quote to a specific stage in deals pipline

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

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TiphaineCuisset

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

Calculate deal amount with pricing region factor and currency rates

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

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swiss-oliver

Contributor | Platinum Partner

July 28, 2022 02:04

Hi Kristen, thank you for tagging the experts!

Solved

ADvoršak on July 07, 2022

Custom user interface

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

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Mike_Eastwood

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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