Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a read more
Hi there, I would like to build a sales pipeline automation so that Leads get a hubspot owner attributed in a round robin principle, BUT - We need to restrict what the people can see. Thus we so far put the 3 of them in a seperate team from read more
Hi There I really can't find a solution to this. I want to be able to view the number of calls made in a deal. I know there is no of time contacted that counts all emails etc... But I just want to view the number of calls. One of the main r read more
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
Hi everyone, curious to know how you manage a contact on hubspot when the person change job? Do you create a new contact on the new company, do you add both company under the same contact? Any best practices that has made sense for you?
I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot. Would really appreciate if someone could guide me on the best way to achieve the same or point me to a re read more
Our org recently moved off of the paid version of Sales Hub onto a free account. However, I'm trying to retrieve my old templates and the account only shows the first 5 I've ever created (I had dozens in there). Is there anyway I can retrieve the ol read more
Is it possible to automatically create a deal when an e-mail is send with en increasing Quotation number. The company & contact is known. We use an ERP system for our Quotations and this is always leading, we cannot make offers in Hubspot. read more