Sales Hub Tools

Hi, I have added a new stage to a pipeline, but it wontlet me re-order the stages and the new one is appearing at the end and I cannot move it. The "hand" icon is there but does nothing

Hi there, I'm setting up a round robin meeting link. Is it possible to set it up with 3 different vc tools all at once? been researching and it seems like it's only one tool for one rr link. any insight is appreciated! screenshot below that only read more

I had a question around HubSpot’s Documents tool and automation possibilities. Is it possible to build workflows or automations based on document engagement, such as: A contact viewing a document A document being opened multiple times Triggering read more

I have a meeting form and I noticed that when someone books a meeting with me through that form, I don't receive a confirmation email. I only see it on my calendar (if I'm lucky enough to check it ontime) any idea what can be the solution? context read more

Hi, We created our HubSpot account in 2019. At the time, there were no "seat" licenses, and our management team had access to view, edit and create different things like message templates. This is a big deal for us because we want the templates read more

Hi everyone, we are using the round-robin meeting scheduler for both inbound and outbound meeting bookings and have run into a structural limitation. From our understanding, HubSpot first selects a sales rep based on the round-robi read more

Hi HubSpot Community 👋 We're looking for advice on managing lead volume more intentionally within HubSpot and wanted to see if anyone has solved this either natively or with a third party tool. The problem we’re trying to solve: We wan read more

Sales meeting scheduler product feedback + idea: Ability to control meeting start times (:00 and :30 only). My booking pages offers options for calls that start at :15 and :45, so my calendar ends up with awkwardly offset meetings (e.g., 1 read more

Today the METRICS banner in Deals Pipeline is very useful to see genral info about this view. The problem is that it is very basic with its deisn. My idea is to let the Admin to this it as he needs and to let it be used as the main TOOLBOX to con read more

We’re excited to announce the launch of Buying Groups onto Public BETA for all Sales Hub Enterprise customers, link here to connect to the BETA. Here is a short demo to help you get up and running: Buying Groups bring powerful conte read more

Just found out HubSpot’s legacy Quotes tool - the one that’s been part of Sales Starter for ages – is now gone for new users . They’ve replaced it with their shiny new “ AI-powered CPQ ” that’s only available if you’re on Commerce Hub Profes read more

I have a client wanting to use HubSpot Quotes for contracts, but the main contracts would actually be with vendors for procurement of products rather than selling products to customers. Has anyone on here ever used HubSpot Quotes and Deals for that read more