Hi all, I’m working on a small HubSpot-related project and would love to get some honest feedback from people who actively sell out of HubSpot. I’m looking for 2–3 sales reps who: Use HubSpot regularly as part of their sales workflow, and Wo read more
Hi everyone, I’ve noticed an interesting pattern with sales tools and automation over time: some features that seem powerful during setup barely get used later, while others — often the simpler ones — become essential for daily work. In my experie read more
Hi all, I have a mail template with an image in hubspot. When i send a mail via HubSpot, everything is fine: the image is in the preview, and when the mail arrives it is visible by the end user. However, if I use the Sales tool for Microsoft 26 read more
Hi @PAtlan , Thank you for posting to the Community! I'd like to tag in some of our Top Contributors to see if they have any tips on this -- Hi ...read more
Hi everyone,
we are using the round-robin meeting scheduler for both inbound and outbound meeting bookings and have run into a structural limitation.
From our understanding, HubSpot first selects a sales rep based on the round-robi read more
I have a deal pipelin where my deals move from "Closed Won" to "Implementation". This triggers the automated onboarding ticket creation as well as certain email sequences. However, the deals are created in such a way the all contact associated read more
Hi @GijsTempelman ,
You could send a notification to apply an association label for "Onboarding contact" whenever a deal moves into "Closed wo...read more
Hi Team, We are currently using the standard HubSpot Meeting Scheduler and have identified several critical accessibility issues that prevent us from being compliant with WCAG 2.1 (and the upcoming European BFSG regulations). Since these issu read more
@GLajko Thanks for sharing such a detailed breakdown, this is really solid feedback!
Since this was posted as a discussion, I’d recommend als...read more
Hi all, Our team uses snippets with personalization tokens quite a bit in the quotes that they build. In the legacy quote builder, the personalization tokens in the snippets would display the actual property data making it possible to for the rep t read more
Hey @Jenny26 !
Unfortunately I believe the new quote builder does not currently resolve personalization tokens inside snippets while editing....read more
Hello! We recently upgraded to commerce hub so we could use the new CPQ tool. Formerly, our team created quotes using the legacy quote tool. We're now transitioning to using the upgraded quote builder. Since we bill for multiple locations the we n read more
Hi @Jenny26 !
This is a great question, and you’re running into an important difference between the legacy quote templates and the new Commerce H...read more
Hi HubSpot Community 👋 We're looking for advice on managing lead volume more intentionally within HubSpot and wanted to see if anyone has solved this either natively or with a third party tool. The problem we’re trying to solve: We wan read more
Hi @Araisfc
Thanks for laying this out so clearly — controlling lead flow by capacity instead of percentages is a really smart (and very rea...read more
I must've hit the finish sequence button when I didn't mean to. Is there a way to restart a sequence without resending the first email again? I don't want to send the first email all over, but I want to get this account back into the sequence. Is th read more
Hey @Danieldelacruz - thanks for following up so quickly! I just found this Community post , where our Product Team notes that re-enrolling conta...read more
Hi all, The most common use-case for the sequence tool is to follow-up on quotes. Unfortunately, this doesn't work in the sales pro hub, because sequences only unenroll when a contact replies or submits a form.
I understand this is possible w read more
Hi @JVermunt ,
If you have Operations Hub Professional, you could use signed quote as a trigger for a workflow that has a custom code action t...read more
Sales meeting scheduler product feedback + idea: Ability to control meeting start times (:00 and :30 only). My booking pages offers options for calls that start at :15 and :45, so my calendar ends up with awkwardly offset meetings (e.g., 1 read more
Hey there, @AEllz - Welcome to the HubSpot Community! I definitely see why this would be a great feature to have, and will pass along this feed...read more