I have a round robin meeting scheduler with 5 members. Is it possible to set it so that one of those people gets 65% of the meetings and the other 4 people get the remaining 35%? I've attempted to achieve this through a workflow, but it only allows Leia mais

Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. Leia mais

Hello community, I wanted to get your views on this. We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items. The goal is to restrict users from editing or addi Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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% Leia mais

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