Looking for help. The client requires the Deal to be moved to Future Interest Deal stage with a specific future date to bring it back to previous deal stage to reach out to that contact after that date . I am stuck as date centric workflows are not read more
Hello, I know this is an exhausted subject but I just can't seem to find relevant information. I simply want to be able to design my quotes from ground up. The current Quote Customizer is just to simple - I can't even change the order of blocks read more
Hi there, If you have a free account that was previously a paid account and you want to delete a specific template, you may get an error message saying the template cannot be deleted because it is used in a sequence.
Because sequences is not read more
Hi there, Im trying to update some line item properties Start Date in one go and I tried doing that by importing this file: However, when I try to upload the file, it gives me the following error: Any idea why its not wor read more
Hello, In our company, we only schedule physical meetings with a field technicians in our customers' homes. They don't take appointments themselves. We have Google calendar connected with Hubspot, where a scheduled meeting appears on the team m read more
Did you know that Sales Hub Professional recently introduced three new features :
Call transcription and Coaching
Growing your business takes time, energy, and investment. What read more
Hi Once I have created a deal and published a quote and then the work is complete, should I delete the quote? Or leave it sitting in that section? I just feel my system needs a clean up with old deals and quotes visable.
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Hi, We are using the chatbot function with no open answers (since we need to choose between live chat or bot chat in our subscription type). Simply, we want to help the visitor to find the right pages and stay on our website. 1) Our chat flow read more
I am trying to set up a ChatBot to appear on my website, roxtonindustries.ca,'s mobile view. Unfortunately, after many attempts to tinker with it, it is refusing to show up on phones or tablets. It works fine on desktops and laptops. We have tried a read more
When logging to a contact from within HubSpot, HubSpot chooses to log to every associated record. Since we have contacts and companies that have multiple deals in progress, all of these deals get logged to (calls, tasks, emails). Our deal pi read more