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Simoneponti89 on January 30, 2023

Hello, I'm trying to find a way to create a family of products that automatically have a discount applied to them. For example, if a customer of mine has purchased product A and I want to cross-sell, a discount is automatically applied to pro read more

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MrJustinGivens

Top Contributor | Partner

January 30, 2023 14:02

Hey @Simoneponti89 , are you referring to discounts on line items and quotes?

MIacovazziPau on January 30, 2023

Predicting a deal amount automatically

Hello, I would like to be able to take the # of employees from a contact or company property and create a formula to create the amount of a deal automatically. For example, # of employees x $45 x 35%. This is to save time on our sales team read more

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karstenkoehler

Hall of Famer | Partner

January 30, 2023 11:10

Hi @MIacovazziPau , Yes, this can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-propert...read more

MyriJen on January 30, 2023

How to Download A List of Everyone who "viewed" a document?

I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more

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FCorbaci

Contributor

January 30, 2023 12:14

Hey there, I see there is an idea submitted for this issue here, you can upvote it https://community.hubspot.com/t5/HubSpot-Ideas/Create-Lists-Wor...read more

adamlfoster on January 27, 2023

Deleting HubSpot call recordings

Is there any way I can automatically delete all call recordings after 72 hours?

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karstenkoehler

Hall of Famer | Partner

January 29, 2023 21:34

Hi @adamlfoster , There currently don't seem to be any out of the box settings for this ( Settings > Calling ) and it's not possible to s...read more

STanveer on January 26, 2023

Workflows

I need to make the following workflows: 1) When two deals are moved to closed won, the contact lifecycle stage is changed to Evangelist 2) Update Deal Name in the format {Amount} - {Contact First Name} {Contact Last Name} whenever the deal is read more

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STanveer

Member

January 26, 2023 21:05

Thakyou friend, I shall try to implement this

Solved

MCoughlan6 on January 24, 2023

Workflow for line items

Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal. If it helps to exp read more

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Accepted Solution

franksteiner79

Guide

January 24, 2023 06:39

Hi @MCoughlan6 You'd simply add and "AND" rule to the enrolment trigger and make it a line item property. There are a couple of ...read more

CdeKermenguy5 on January 24, 2023

Whatsapp integration trouble

Hello, we tried 3 times to connect whatsapp to Hubspot thanks to the new native integration, but each time, we get this message after completeing all the steps (we well received the 6 digits code through the phone number we linked) Any idea read more

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danmoyle

Thought Leader | Elite Partner

January 24, 2023 05:43

@CdeKermenguy5 I haven't seen this error, but between HubSpot Support and support at WhatsApp, that's where I'd start. It seems that your HubID isn...read more

onvista on January 23, 2023

Deal: Recurring revenue from line items

How to calculate a Deals' monthly and annual recurring revenue based on its associated line items? We are using a workflow to bulk convert custom objects (Subscription objects) into deals. In the process, we assign a line item to each deal bei read more

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PamCotton

Community Manager

January 23, 2023 15:35

Hello @onvista , thank you for providing screenshots and extra information! I would like to invite our top experts to this conversation @impulsekri...read more

PawsTeam on January 23, 2023

Conversion Rate Reporting

Hi there, I am looking to create a report tracking the conversion rate for each of the team, based on the average amount of times contacts are called before they become a won deal. What is the best approach for this?

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karstenkoehler

Hall of Famer | Partner

January 23, 2023 10:02

Hi @PawsTeam , Unfortunately there isn't an out of the box solution for this. The general approach here would be to set up a Number of ...read more

EGillaspy on January 18, 2023

Change a Sequence Email Template

What if you haven't sent any emails or started the sequence, but you realize you want to change the first email template. Can you either: Change the first email template in the sequence OR Clone the sequence, change the first email template, t read more

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DianaGomez

Community Manager

January 19, 2023 10:20

Hi @EGillaspy , hope you are doing well. Since you haven't sent any emails or started the sequence, I will use the second option, to make sure...read more

SRayment on January 18, 2023

Update ability to place a custom object in Sales section

The custom object tool is fabulous and it would be great if it could be placed somewhere other than the contacts drop down. Ours, for example, is more applicable to sales or even reporting. Hoping this feature is updated

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SRayment

Participant

January 18, 2023 14:18

Thanks so much!

SHinojosa3 on January 17, 2023

Merged Deals

Is there a way to see how many deals were merged in a particular month? We are working on a report to track all our deals each month and would like to know how many of those deals were merged. Thanks for any help you can provide.

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SHinojosa3

Participant

January 21, 2023 11:53

Hi, Thank you so much for the input. Unfortunately, when we tested it out with HubSpot. This workaround did not work. It will not capture merged ...read more

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