Hi! I have a question, has anyone had experience integrating HubSpot with quoting tool ‘IT Quoter’, especially for quote generation and order fulfilment? ITQuoter | Landing Page Thanks!

We are a membership based organisation and offer memberships to companies. However we deal with a contact at each of these companies (many have multiple contacts) I need some advice or guidance on: How best to connect a company with the contacts Leia mais

A bit of a complex query, however I am after some good learning video'r or guides to help me navigate better understanding: how to use your inbox from Hubspot when you have connected it (so working from within HubSpot) How leads and the lead pipe Leia mais

Our domain name was previously associated with another company by a different name and when sales people generate proposals for us using HubSpot, the company name is auto-filing to the old company name. I'm constantly having to correct the salespers Leia mais

How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.

How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Selec Leia mais

Im new to Hubspot and we are evaluating the product for upgrade and support potential and after setting this up, my summary Deal page for each opportunity lost all of its content (below the line on the left). I have found the fields that were Leia mais

Every time I export data from the Deals section it excludes the company field and the contact field. I have tried ticking a few different boxes when selecting what data to export but that info still does not appear. Even when those columns are prese Leia mais

Hello, I am running into a slight issue. I have created a workflow to make it easier for the sales team to create contacts on the go all at once when they create a new company. Store Owners Name and Email address as properties on the company are Leia mais

Hi team, is there a way to automatically update a deal with the MRR once a quote has been created? We have a deal property called "MRR" that's populated by sales at the beginning of the sales process. It's merely an estimate and I would like Leia mais

Hi HubSpot Community, I’m customising a quote template and have encountered a persistent black line that I cannot remove, despite extensive attempts using custom CSS. What I’ve Identified: The black line appears near the top of the quote. Leia mais

Hey all! Hoping someone else has ran into this issue before. We have a sales rep who is suddenly out of office for the next month, so their meeting scheduler is no longer showing availability. There are 29 of their contacts enrolled in various sequ Leia mais