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mvandooren on September 22, 2023
Hello, I'd like to know the following: By syncing products from Shopify to HubSpot, will the same products be added as a products/catalog on HubSpot, allowing to add (the same Shopify) products to a HubSpot sales quote? Thanks,
0 upvote
4 Replies
Contributor | Gold Partner
September 23, 2023 05:29
@Shadab_Khan We will give it a try. In the final stage of negotiation with a customer, once that is done I expect we can try in October. Stay more
DLavi on August 31, 2023
Is it possible possible to have: - one line item on a deal (recurring type( that will have more then one start-end dates and prices? - two (or more) line items on the same deal with different start-end dates and prices, but with the same SKU? read more
0 upvote
1 Reply
Community Manager
August 31, 2023 17:38
Hello, @DLavi Thank you for posting in our Community! I want to share our knowledge base here with more information and invite our top experts more
JillianMolina on August 28, 2023
I'm exploring copying data from a contact or company when an associated deal is created. For example, we have a custom "lead source detail" on a contact record and would like that information to copy over to the deal, similar to how Deal Name automa read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 28, 2023 16:08
Hi @JillianMolina , This requires workflows and can be set up easily. In a contact based workflow, enroll contacts when your custom property more
LSwain on August 24, 2023
I'm trying to upload a simple spreadsheet with contact information and it's giving me this error: Something went wrong when processing your file. Check your import file and make sure each column with data has a header. Unfortunately, I cant f read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 24, 2023 13:59
Hi @LSwain , Sometimes there's a space character in a column that looks empty or white text on white background or something similar. Try more
Andrea-Smith on August 22, 2023
I've been using the Sales Hub along with the Email Sequences feature to streamline my outreach process, but I've encountered an issue and I wanted to see if anyone else has come across this and if there's a possible solution.
0 upvote
2 Replies
Key Advisor
August 22, 2023 08:29
Hi @Andrea-Smith Could you describe the issue, share what you expect to happen, what isn't happening and add some screenshots so we can more
EAboukoube on August 21, 2023
Hello, My booking link keeps throwing an error message:  Why is this happening?
0 upvote
3 Replies
August 21, 2023 11:07
Hmmm, and is your HubSpot email extension showing that it is active in your email as well? You might want to also try clearing your cache before more
dmattauch on August 08, 2023
Hi, my deal amount is based off MRR, and i add all line items from catalog. amount is calculated great, line items are added with quote. But when quote is signed, it removes the line items of the quotes from the deal, change the mrr and read more
0 upvote
2 Replies
Top Contributor
August 08, 2023 08:36
Hey Josh, Yes everything is set with MRR being the default deal amount. But it is changing indeed when quote is signed. Very strange. I more
ZMarius on August 02, 2023
To send the email, the customer must be in marketing contact?
0 upvote
3 Replies
Community Manager
August 03, 2023 10:37
Hi @ZMarius , Thanks for the additional context! Have you considered sending a 1:1 email through HubSpot to your contacts? The 1:1 more
davidlazar on July 27, 2023
We have 3 different regions US, Europe, Australia. We have a Book a meeting calendar on our website and need to make sure that a person from US is not going to book a meeting with someone from the EU team. Times might overlap so that a US morning is read more
1 upvote
2 Replies
Top Contributor | Partner
July 27, 2023 16:42
Hey @davidlazar Each member should set up their availability hours to EU, US, and Australia time accordingly. In this case, Round Robin will more
BComer on July 25, 2023
We have around 50-60 properties exported from our accounting program into Hubspot for each customer (such as sales by each month for the past 3 years and sales by YTD). We need an easy way for the sales guys to view these properties when we are look read more
0 upvote
5 Replies
July 27, 2023 08:43
Tom, thanks for the response. I was thinking about this issue this morning and a perfect scenareo for us would be if playbooks (or something similar) more
ITDEPT on July 13, 2023
Hello, We a professional Sales Hub subscription. I hope I'm posting this question in the correct "community location". Our boss was told (most likely by some cosultants) that we would be able to sell a product (physical merchandise that read more
0 upvote
2 Replies
Accepted Solution
July 14, 2023 10:35
Thank you BérangèreL. My question was regarding all 3. Yes, we had initially submitted a support ticket, I only posted to community since we got more
cshiels on July 04, 2023
Hi, I'm wondering if it's possible and how to set it that when a task is marked complete it is mandatory to create a follow up task until a deal is in a certain stage (in our case it would be WON or CLOSED). Can someone assist?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 04, 2023 06:22
Hi @cshiels , There isn't currently any way to change this in the HubSpot user interface or make a follow-up task creation mandatory. more
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