We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more

How can I edit or customize my invoice template? I would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".

Hey community! Not sure why our account was suspended. We haven't even used any campaigns, so what was the reason for us to get banned? Can someone help us out, would be really thankful. Any info needed please ping me

I am really amazed. I have a client who would like to purchase sales pro, but he needs more exignature than 10 per user. In the price list I found that it is possible to buy more, for the professional suite, but it turns out that this is not true an read more

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 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

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, 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

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

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

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.