La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Hello, I'd like to know the following:
By syncing products from Shopify to HubSpot, will the same products be added as a products/catalog on HubSpot, allowing to add (the same Shopify) products to a HubSpot sales quote?
Thanks,
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 Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Septembre 21, 2023 03:10
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-...Lire la suite
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.
Au panthéon de la communauté | Partenaire solutions
Septembre 21, 2023 00:12
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...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Septembre 21, 2023 00:15
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...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
Contributeur de premier rang | Partenaire solutions
Septembre 19, 2023 03:07
Hey @MHussain8 Make sure you have enough permission to edit and publish your chatflow : https://knowledge.hubspot.com/chatflows/create-a-live...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Septembre 19, 2023 00:07
Hi @SQasim3 ,
Which HubSpot tool are you referring to when you say "client contract"?
HubSpot does have AI assistants, see here: https:...Lire la suite
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...Lire la suite
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 Lire la suite
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...Lire la suite
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 Lire la suite
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