I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (fir read more

Hi everyone, We are currently revamping our deal page to streamline the creation and tracking of deals/pitches made/sent. I saw a new (to me) feature called 'deal tags'. Nice feature to add colour coded tags to your deals. I played around wi read more

Hello, Is there any way to do an uneven percentage split test within a HubSpot workflow? For example, I have a control treatment that I'd like 75% of contacts to receive and a test treatment that I'd like to send to the remaining 25%. Can this read more

We are looking to see if it is possible for a quote to be generated and sent to a customer when a deal hits a specific stage or if, for example, the deal hits a milestone like 90 days prior to the expected closed date. This particular use case read more

Hi, Is there a way to track whether a user has selected a meeting time in a HubSpot form iframe, preferably by listening for existing messages or by making other changes only to target site's source code? If achieving the above is not possible, is read more

I was wondering if someone had a workaround to achieve the following: Part of our deal pipeline is a deposit stage . To work past this stage, two files are required . When these files are read more

Hi, I'd like to use the meeting scheduler functionality to see when a specific team member is available. When my BDRs reach out to leads, they aim to book a meeting for the sales rep. This means they need to suggest some times that Sales Rep is av read more

Hi all, is there any way to automatically allocate companies to the categories of A B or C by their ARR in relation to the total ARR of all Stage 4 Deals? And keep updating them once new deals enter Stage 4? A-companies are responsible for 70% read more

Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?  

Hi..... Are there any Help tutorials out there that can be used to create a Proposal Template (RFP) for my reps to pull from as needed? I've seen a lot for Quote templates, but not finding much of anything for proposals. Thank you in advance! read more

When I create a new template or sequence my screen jumps making it very hard to do this task. Do you know why this is happening and how I can fix it

Hey all... I have a sequence running where there is an A/B test in both of the first two emails of the sequence. Step 1 is testing different subject lines. In Step 2, half of the emails include an image (a screenshot of our sales deck) and half read more