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If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp...Reply
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Hi there, Does anyone know how to create a workflow to assign a company to deals automatically? I can't seem to figure it out. Thanks, TinaReply
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SolvedIm tryign to create a workflow that will send a notfication to sales reps when any of their contacts complete or unenroll from a sequence. Has anyone done something similar?Reply
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Solvedhi, So when my deal reaches closed won, i have a property "start date" and a property "end date" that i need filled. Start date is date of step so it's easy to fill with workflow. End date is 60 days after start date. But in the workflo...Reply
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SolvedIs it possible to add a hyperlink to a template inside an automated task assigned that we would like for a team member to use in their follow-up with a contact? We don't want to automatically send the email because there are attachments that need to...Reply
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Looking to creat a call counter field (not in a report). Basically every time a sales call activity is made, to +1 to a numberic field in a workflow Here's the issues I'm running into: The Activity Date field is very limited as to how you can us...Reply
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SolvedWhere can I to capture the payment agreements with the clients to follow up with dates and past due portfolio?, in general the collection. Where can I manage my CAC or Customer Acquisition Cost in Hubspot? I want to know the costs to win the ...Reply
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SolvedHi everyone, I am new to hubspot and still figuring out how we can establish and automate our processes. Here is my question: How can I set up a few automated mails once a person schedules a call with me through the meeting link created on hubsp...Reply
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SolvedI would like to add a non-HubSpot created column property to the quotes the sales team sends out to potential customers. The issue I am having is that I can create the deal property but it won't show on the actual quote. Is this something that can b...Reply
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Hi everyone, the Hubspot support seems to rarely have the following issue: Customer is working with outlook, no Office 365 or Google, just Outlook 2010/2016/2019. Everything is working great, but how do we sync outlook with hubspot without hav...Reply
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SolvedDear community, I am currently evaluating our live chat and was wondering how much chats an average company (preferably b2b) has. I would be very happy if you share your experiences so that I can compare them with our results. I'll make a sta...Reply
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SolvedHello We're using the Hubspot Meetings tool quite a lot and it would be great if the client had the opportunity to add a message or a note when booking a meeting with us. This way we would actually have a way to prepare better for the meetings ...Reply
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