Sales Hub Tools

Filtrer par
  • Tous les libellés
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Trier par 
Plus récents
  • Plus récents
  • Plus de mentions Jaime
Statut
Tout
  • Tout
  • Résolues
  • Sans réponses
mvandooren le Septembre 22, 2023
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,
0 Mention J'aime
1 Réponse
Contributeur | Partenaire solutions Elite
Septembre 22, 2023 08:48
Hi @mvandooren , It looks like the native Integration does sync the product data between Shopify Products <> HubSpot Products ...Lire la suite
KSweeney27 le Septembre 21, 2023
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
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Septembre 22, 2023 00:10
Hi @KSweeney27 , You could do this with a quote -based workflow 🙂 Best regards!
AlexMenzies le Septembre 21, 2023
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
0 Mention J'aime
1 Réponse
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
Melissa_Melo23 le Septembre 20, 2023
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.
0 Mention J'aime
1 Réponse
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
Résolues
Melissa_Melo23 le Septembre 20, 2023
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
0 Mention J'aime
1 Réponse
Accepted Solution
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
Shades le Septembre 20, 2023
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
1 Mention J'aime
3 Réponses
Expert reconnu | Partenaire solutions Elite
Septembre 21, 2023 12:44
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
TDaPron le Septembre 19, 2023
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
1 Mention J'aime
2 Réponses
Leader d'opinion | Partenaire solutions Diamond
Septembre 19, 2023 19:47
Thanks for the tag @PamCotton Hi @TDaPron , happy to help. The inbox is designed to have the same send to/from email for all conversat...Lire la suite
MHussain8 le Septembre 18, 2023
I have learn hubspot sales software course. I have learn chatflow in hubspot sales software course but don't show this chatflow in my account.
0 Mention J'aime
2 Réponses
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
SQasim3 le Septembre 18, 2023
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
0 Mention J'aime
1 Réponse
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
Nward01 le Septembre 15, 2023
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!
0 Mention J'aime
2 Réponses
Participant
Septembre 19, 2023 23:43
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
Résolues
KBixler le Septembre 15, 2023
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
2 Mentions J'aime
5 Réponses
Accepted Solution
Expert reconnu | Partenaire solutions Elite
Septembre 20, 2023 12:41
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
Résolues
JTurrell le Septembre 14, 2023
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
0 Mention J'aime
6 Réponses
Accepted Solution
Contributeur de premier rang | Partenaire solutions
Septembre 14, 2023 11:14
@JTurrell Yes, you can filter your Contacts and save them in your view here is a filter : Let me know if you have any fo...Lire la suite
annuler
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.