Hi, I'm wondering how to make a workflow that gets triggered when a quote is published. We don't have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an interna Leer más
Hi! In the Prospecting Tool, what would you suggest we do with the leads that were marked as "Qualified", but then we lost the Deal? Do we double back and then mark them as "Disqualified"? Just in general, trying to understand how to close Leer más
Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d Leer más
We want to set up a min value of 0 for lead scoring. The way we have lead scoring set up currently is to deducts points after a time lapse in engagement. To prevent negative scores, we created a custome property (Active engagement) to be used in i Leer más
@karstenkoehler - If the score is negative, it is challenging to spot the burst of activity hence the score becomes unreliable. Is there a way to r...Leer más
One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to Leer más
Hi @rmaza ,
It is in contact-based workflows, see here https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-usin...Leer más
I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert Leer más
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...Leer más
Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin Leer más
Hi @AGarrity10
It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...Leer más
I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati Leer más
Hi @amywill01 ,
As far as I know, this is not possible. I agree however that this would be a useful feature. There is a related request in the...Leer más
I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se Leer más
Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid separa...Leer más
Sales & CRM ANZ HUG | Developing your Sales Operating System. Making your sales job easier using HubSpot
Thursday, December 9th | 1:00 PM (AEDT)
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As a part of the HubSpot User Group(s) (HUGs) Leer más