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GreenIguana on October 02, 2024
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
0 upvote
2 Replies
Member
October 02, 2024 06:29
Thanks for the response, This functionality is necessary for me to collect data on at what point a user who has not decided to finish the form drops...read more
Solved
Dim1 on October 01, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 00:50
Hi @Dim1 , This is correct and, it seems, currently expected behavior, see also these two thread: https://community.hubspot.com/t5/CMS-De...read more
Solved
ERejto on October 01, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 02, 2024 00:11
Hi @ERejto , As of now, proposed times only work for the calendar of the user who is making the proposal: https://knowledge.hubspot.com/meeti...read more
Solved
MarcelVelano on September 30, 2024
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
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
September 30, 2024 10:53
Hi @MarcelVelano Hope you are doing well. So the best ideas on how to solve this 'd be: - 1st (recommended) solution: Use a custom coded act...read more
Solved
AM84 on September 26, 2024
Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?  
0 upvote
3 Replies
Accepted solution
Hall of Famer
September 26, 2024 15:46
Happy to help @AM84 , you'll need to start by editing the meeting link settings, under overview, there is an option to toggle on the cancel and resc...read more
Solved
LThurman7 on September 24, 2024
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
1 upvote
3 Replies
Accepted solution
Contributor
October 01, 2024 20:36
Thanks for the shoutout @kennedyp Hey @LThurman7 , Nice to meet you! I'm pretty sure we'll be able to help. We have an Proposal automati...read more
Solved
Toni2 on September 23, 2024
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
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
September 25, 2024 10:12
Hi @Toni2 this could be because of unstable internet or needing to clear cache or update your browser. Try to do this, and if it persists...read more
Solved
CORegan on September 20, 2024
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
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
September 24, 2024 07:54
Hi @CORegan this is not common and there must have been a bug or issue for this behavior. Given that you are an enterprise user I'd suggest th...read more
Solved
MarcelVelano on September 20, 2024
Hi everyone, I have done a fair amount of research on this topic but couldn't find any solutions. Maybe here someone found a way. I would like to create an order form that is linked to hubspot and creates deals according to information that the read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
September 24, 2024 08:39
Hi @MarcelVelano , As @Olivia_Bagnall mentioned, this is possible using workflows. If you take that approach and do have the need to add lin...read more
Solved
TMendl on September 19, 2024
I'm reaching out to see if anyone has found a workaround for this issue. We are a B2B company and recently implemented/trained on the HubSpot Prospecting tool for our sales reps to manage inbound leads (marketing, referrals, sales-generated, etc read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
September 23, 2024 04:22
Hi @TMendl so communications are always at a contact level. In general prospecting the company and then working the contact are 2 different ph...read more
Solved
TKhairy on September 19, 2024
Hi, Currently, we're experiencing an issue where, even after receiving a reply, the sequence continues sending emails instead of stopping automatically as expected. According to the documentation, it should stop once a reply is received, so this se read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Partner
September 19, 2024 06:10
Hey @TKhairy Have you checked this setting in your sequence Unenrollment criteria? Please make sure that the default setting to automatically ...read more
Solved
Xiawanbai on September 18, 2024
Is it possible to create conditional logic for a property that only activates when a deal moves to the "Closed Won" stage in the sales pipeline? We have a property called "Deal Type," where the sales rep can select whether the deal is a new sale, read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
September 19, 2024 00:12
@Xiawanbai that's correct, conditional logic cannot be specified per stage, it would apply generally. If that's an issue, you would have to conside...read more
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