I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr Leia mais

Hi. I am interested in if there is a 3rd party service that provides essentially the role of an ai sdr or biz dev. I know there is data enrichment and different types of email automation but I am interested in a ai sdr service where the deliverab Leia mais

We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of Leia mais

Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great Leia mais

Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac Leia mais

Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use Leia mais

Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2025 Goal for Customer ABC is for our sales team to convert them from Product X to Product Y. I want Leia mais

Hello, we have decided to use the new lead object in the sales workspace in hubspot but we are running into some issues. Based on our business model we have decided to use it stricly for new companies assigned to the sales team and not for every new Leia mais

Hi, For one of our educational clients we are using the following business workflows for new prospective families, contacts. Admissions Officer sets the lifecycle stage of the contact to SQL, A Lead is automatically created for that contact. Leia mais

We have a lead type called a "blind refe**al." This is when we are working on obtaining an warm introduction through one of our partners. Our partner has indicated that they have a prospect lead for us, and we track them as a lead until the handoff Leia mais

We have connected Microsoft Teams to Hubspot succesfully and are now in the process of creating links to schedule meetings with our sales staff. The initial meeting will always be done virtually, so I would like to include a Teams Meeting link in t Leia mais

I started a new dynamic sequence today and sent out the first email to a handful of contacts. I got a few auto responses saying they were out of office, and they won't be back until after the step 2 delivery date. I'm a long time Salesloft user at p Leia mais