@田島 良い一日だった、 解決策を見つける前に、あなたが説明した要件に挑戦させてください: 各ミーティングで全く同じURLを使用すると、異なる潜在顧客とのミーティングが連続して行われる場合、グループが重複する可能性があります。例えば、潜在顧客Aとのミーティングがあり、彼らはまだミーティング中だ...read more
I've noticed that the service object is missing from the index page, and currently, we can't perform automation actions for it. It would be incredibly helpful to have the service object read more
Hey @DKahlon ! A while ago HubSpot refreshed their platform, removing the original Sales, Marketing, and Service tabs from the menu.
Instead o...read more
I have a round robin meeting scheduler with 5 members. Is it possible to set it so that one of those people gets 65% of the meetings and the other 4 people get the remaining 35%? I've attempted to achieve this through a workflow, but it only allows read more
Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. read more
Hello community, I wanted to get your views on this.
We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items.
The goal is to restrict users from editing or addi read more
@BrightBull - The three solutions are good, the top two would take very little time to implement. What is your specific ask here? How to implement ...read more
I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (fir read more
@LCárcamo - A work around here is to build a custom report using 'Leads' as the data source and export this, you could even schedule this to send r...read more
Hi everyone, We are currently revamping our deal page to streamline the creation and tracking of deals/pitches made/sent. I saw a new (to me) feature called 'deal tags'. Nice feature to add colour coded tags to your deals. I played around wi read more
Hi @Wijtmans ,
This requires an additional custom property and/or additional workflow, it's not possible (at least yet) to set this up directl...read more
Hello, Is there any way to do an uneven percentage split test within a HubSpot workflow? For example, I have a control treatment that I'd like 75% of contacts to receive and a test treatment that I'd like to send to the remaining 25%. Can this read more
Hi @SDay29 ,
If you're okay with manually running the test analysis and comparing results, you can create a branch in your workflow based on a...read more
We are looking to see if it is possible for a quote to be generated and sent to a customer when a deal hits a specific stage or if, for example, the deal hits a milestone like 90 days prior to the expected closed date. This particular use case read more
Hi @GPFlores15 ,
I do not believe you would be able to generate the workflow through automation, I believe the workflow would have to be man...read more
Hi, Is there a way to track whether a user has selected a meeting time in a HubSpot form iframe, preferably by listening for existing messages or by making other changes only to target site's source code? If achieving the above is not possible, is read more
I was wondering if someone had a workaround to achieve the following: Part of our deal pipeline is a deposit stage . To work past this stage, two files are required . When these files are read more
Hi, I'd like to use the meeting scheduler functionality to see when a specific team member is available. When my BDRs reach out to leads, they aim to book a meeting for the sales rep. This means they need to suggest some times that Sales Rep is av read more
Hi @ERejto ,
As of now, proposed times only work for the calendar of the user who is making the proposal: https://knowledge.hubspot.com/meeti...read more