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 Beitrag ansehen
Hi @GijsTempelman ,
You could send a notification to apply an association label for "Onboarding contact" whenever a deal moves into "Closed wo...Beitrag ansehen
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 Beitrag ansehen
@GLajko Thanks for sharing such a detailed breakdown, this is really solid feedback!
Since this was posted as a discussion, I’d recommend als...Beitrag ansehen
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 Beitrag ansehen
Hey @Jenny26 !
Unfortunately I believe the new quote builder does not currently resolve personalization tokens inside snippets while editing....Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Hi @Araisfc
Thanks for laying this out so clearly — controlling lead flow by capacity instead of percentages is a really smart (and very rea...Beitrag ansehen
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 Beitrag ansehen
Hey @Danieldelacruz - thanks for following up so quickly! I just found this Community post , where our Product Team notes that re-enrolling conta...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
Hi HubSpot team, My Meetings tool appears to be broken at the account level.
My Google Calendar is connected and Meetings is enabled, but attempting to open or edit Meetings returns:
“That object was not found or is unavailable.”
The default m Beitrag ansehen
I feel like I have a pretty unique case. My company uses Hubspot to execute all of our Sales deals around our products, so there's a whole process around contract execution and signing, etc. But we sell badges for our event completely out Beitrag ansehen
Hi @annecaylin , this isn’t that unique actually, I’ve seen this pattern a lot with events and hybrid revenue models.
You’re thinking about i...Beitrag ansehen
Hello everyone, Here’s my situation: we handle up to 100 quotes per day (Deals), and the same contact may be associated with multiple Deals. I need an automated follow-up sequence of three emails over a five-day period, with each message sent by Beitrag ansehen
@Felipeboll my bad, I hadn't thought of that - no, you would still need a deal-based workflow as that's the only way a contact will get one email p...Beitrag ansehen
When I am trying to log call earlier to 30 days it is showing "upgrade to log call prior to 30 days". Even calls before 30 days are not visible under call (under activities section) of deals. This was not the case earlier. Why is it happening now? Beitrag ansehen
@SSingh822 from what you described, that is expected behavior. HubSpot imposes strict limits on free users. The moment you upgrade, these limits ar...Beitrag ansehen