Is there a way to move to the next deal stage if a quote is entered using HubSpot quotes? I looked at workflows, but there was not a clear way to do it based on a quote being entered. My best guess was a deal related trigger being Quote create read more
Hi there, is there an intention to widen the scope of the Group Meetings tool? A massive limitation is it's ability to only work with "paid seats", while I have lots of colleagues that are not in sales or marketing and that I need to work with a read more
Hi @AlexMenzies ,
I understand what you're saying and I agree. However I think that the paid-seat-principle is by design and one of the built-...read more
Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to.
Hi @Melissa_Melo23 ,
If you want to be able to identify sutdents by cohorts / classes, I'd recommend setting up a custom property and assignin...read more
Hi, I'm having a problem here, could someone please help me troubleshoot the following error occurring in this workflow I am creating " The property couldn't be set because the contact isn't associated with any target records." For more conte read more
Hi @Melissa_Melo23 ,
This likely has to do with the order of your workflow actions. Currently, you're trying to update a deal first before you...read more
As of July, when saving a quote, the product description doesn't start until page 2; almost like there is a page-break before the first product description. Anyone else run into this? Hubspot said the description was too long. They couldn't te read more
Hey @Shades hope you are doing great.
Sorry to hear whats happening with your quote's export.
I couldn't recreate what you are experiencing, yo...read more
Hello Community! We set the inbox up with a general outgoing email address as one does with Hubspot inbox. However, we would like to tailor this to be set based on the user responding to the customers. If it's a sales rep, I'd like the return em read more
Hey @MHussain8 Make sure you have enough permission to edit and publish your chatflow : https://knowledge.hubspot.com/chatflows/create-a-live...read more
Hi community! Do you know how i can genrate ai funktion or an app with my client kontract cloumn in hubspot so that can see when i have a new kontract and then ai genrate a text about it and also a picture and if i agree with that picture or text t read more
Newbie! I am about to get started on our proposal template modification and personalization. Before I get started, I'd love to see your best proposal (custom) templates! We are in the DTC/Home improvement category. Thanks!
Hi @Nward01 , Proposals are a great thing to automate. We have an App that is on the HubSpot marketplace that enables you to automate and personali...read more
We are struggling as we try to figure out how we can use the quote feauture within Hubspot. Our pricing is not neceasirilly per unit based (product price x unit price) etc.. Ours is fee based so simialr to how one might price for merchant services read more
Hey @KBixler hope you are doing great.
I think what you are looking for is using a special deal property that has the percentage you are going to...read more
I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against read more
I'm trying to create an alert (Workflow, Report etc.) that will inform the AE that a Deal has been moved to a specific Deal Stage BUT the meeting that should be scheduled for that "next step" has not yet been scheduled. I've tried setting a Workflo read more