Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a read more

As you can see in my screenshot; We create quotes for our customers where we set a (1 single) price item for 1 product, without the "1 x" in front, as this is merely a way to set/show a price for our customer, and if there are no products listed read more

Switching to Hubspot from another live chat platform, I'm having trouble finding a true proactive live chat feature. Is there a way to see a list of live shoppers on the website and directly reach out to them without using a chat bot? We are missing read more

Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex read more

Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)

Hi, I am trying to create a workflow, but I do not seem to find it. Online it states it should be in the automation menu, but I can only see " Sequences". I have the Sales Hub Professional, so from what I understand, I should have access to it. read more

Hi everyone, We use the meeting tool to enable customers to book meetings in our calendars (linked with Microsoft Outlook). Is there a way to automatically link the Hubspot contact in the meeting description when they book a meeting? At the mom read more

When creating a new note in a Deal object the only way I am currently aware someone can also attach the note to the associated contact on the deal is to click on the "associations" tab and manually search up and select the contact. Is there an opt read more

Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response read more

Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i read more

Hello, Hubspot community! I know there is not an out-of-the-box solution for this but wanted to see if any other users have faced a similar issue and have any workarounds. We have a demo request form that is hooked up to our sales reps cal read more

Under Sales > Meetings we have meeting calendar links setup so that others can book appointments. We give this link to a call center located in a different timezone so that they can schedule contacts when they call our hotline. We noticed that th read more