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Solved
dmattauch on September 29, 2022
Sequence in an email response
Is there any way to launch a sequence in a response of emails vs creating a new thread of emails? Let's say someone sends me an email, and i want to send the response as a sequence : email 1, email 2 if no response, etc.. Any way of doing so read more
Reply CRM Sales Sequences
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
September 29, 2022 21:59
Hi @dmattauch , Replying with a sequence is currently not possible, see here: https://community.hubspot.com/t5/HubSpot-Ideas/Start-sequence-f...read more
Solved
NDemetri on September 27, 2022
Deal Duplicator - Deal Probability
Hello, I am trying to duplicate deals using the deal duplicator tool, when I create the deal and put it into the new pipeline that has been created, the deal probability does not match up with the deal stage that is assigned to it. I have che read more
Reply Sales
0 upvote
1 Reply
Accepted Solution
danmoyle
Recognized Expert | Elite Partner
September 27, 2022 06:19
@NDemetri is this the integration from instrumental.net? That's the only Deal Duplicator I see in HubSpot. I've not used that integration, so I'd r...read more
Solved
swiss-oliver on September 05, 2022
Customize line item field in 'create deal' mask
Hi all, It would be helpful if we could customize the field(s) line items within the 'create deal' mask to display custom product properties etc. Further, it would be great if we could define/select what products should be displayed first read more
Reply Sales
0 upvote
1 Reply
Accepted Solution
CateDuarte
Top Contributor | Diamond Partner
September 06, 2022 05:37
Hi @swiss-oliver , I thought you might want to upvote here: https://community.hubspot.com/t5/HubSpot-Ideas/Product-Library-define-products-...read more
Nmortel on August 23, 2022
Create a standard quote based on product lines
Hi everyone. I would like to know if it was possible to create a model of quotation based on the product lines. Is it possible to have a template to select and the product lines filled according to what the customer wants to buy? To image my request read more
Reply Sales
1 upvote
4 Replies
himanshurauthan
Recognized Expert | Diamond Partner
August 31, 2022 23:34
Hi, Yes, you can achieve the same but, it needs some development efforts. You can follow this documentation - https://developers.hubspot...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
Reply Deals Professional Sales Workflows
0 upvote
6 Replies
Accepted Solution
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
McBainKD on July 25, 2022
Issue with Workflows and the "Atleast one associated deal..." criteria..
Hey all, So I'm looking to build out a workflow that helps automate our Closed: Won deals and moves them into our "Won" column, but I've run into a bit of an issue. A few of things of note: We have two pipelines to track the two streams of read more
Reply Lists Sales Starter Workflows
0 upvote
3 Replies
danmoyle
Recognized Expert | Elite Partner
July 25, 2022 12:58
What property change triggers changing the pipeline stage? The pipeline stage is simply a Deal property. So whatever criteria you want to set up, you...read more
GailFindlay on July 22, 2022
Flexible access to Conversation Templates for all users
Right now all users can see five Conversations Templates. But unfortunately teh five that anyone can see are the first five ever created in your instance. This isn't useful, as the first templates were potentially tests, or after a couple years, woe read more
Reply Conversations Sales Templates
0 upvote
2 Replies
GailFindlay
Participant
July 24, 2022 09:26
I was trying to avoid doing it manually, and no, we dont want more sales pro seats. I was hoping to point out that the current idea of making the "fi...read more
pauldaum on July 21, 2022
Found a discrepancy by copying a contact date property into a deal per workflow
Hi all, I am wondering about a discrepancy I have found while testing a workflow. We have set up a simple workflow, that copies each contacts 'Recent Deal Close Date' into the associated contacts deals. Now the strange part: read more
Reply CRM Deals Enterprise Sales Workflows
0 upvote
1 Reply
TiphaineCuisset
Community Manager
July 22, 2022 03:52
Hi @pauldaum Thank you for reaching out! I'm not sure to which property you're copying this? a custom property? a default one? ...read more
Solved
RBerger2 on July 13, 2022
Meetings in Hubspot
Hey! I am a lead generator and do a lot of work scheduling meetings for my sales team. I am wondering if there is a way I would have access to my sales person's meeting link to use it in outgoing emails. Any help is apprecitaed!
Reply Meetings Sales
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
July 13, 2022 21:31
Hi @RBerger2 , Yes, if you're a super admin, you can see their meeting links by navigating to Menu > Sales > Meetings and using th...read more
Solved
hwagner on July 09, 2022
Using sub-workflows for assignments and notifications
Hi Everyone, I've been working to optimize my workflows for scalability and encountering an issue that I should think is easy to solve, but can't figure it out.. (I have Enterprise) Old System: - I had numerous individual workflows for a read more
Reply Enterprise Notifications Sales Workflows
0 upvote
5 Replies
Accepted Solution
hwagner
Participant
July 12, 2022 17:45
After some exploring, I was able to solve this! By using a combo of the 'Owner Assigned Date' and 'Create Date'
Flo_bi on July 09, 2022
Log inbound calls, missed calls, and voicemails to CRM for Outbound phone numbers
@jmangiameli Log inbound calls, missed calls, and voicemails to CRM for Outbound phone numbers is essential. As you only offer very few international numbers and the HubSpot provided phone numbers lack often in call quality make this is essenti read more
Reply Admin Calling Enterprise Sales
0 upvote
1 Reply
TiphaineCuisset
Community Manager
July 12, 2022 01:41
Hi @Flo_bi Thank you for reaching out! I can see my colleague @jmangiameli replied to you here . Best, Tiphaine
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
Reply CRM Professional Sales
0 upvote
2 Replies
Accepted Solution
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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