Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com read more
Good day, colleagues, We are about to implement the Lead Scoring model and are curious about the right place to have it—on the level of lead or company (that is associated with a company). I assume it is not correct to have it attached to each c read more
Hi, It’s better to keep lead scoring at the lead level rather than the company, as individual leads can vary in engagement or decision-making pow...read more
I'm trying to find a way to see my deals and their stages trough a timeline like this one. Is there a way to do it in Hubspot or using an hubspot app? Thanks, Rémi
Hi @RémiDuchamps ,
With HubSpot reports this cannot be achieved, no. I'm unfortunately not aware of integrations either which would solve for ...read more
Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th read more
I changed the fields in "product type" property. I fogot to change the internal name to match so now i'm having two issues: 1. this property is now used in deals so I can't change the internal name and I need to. Any work arounds? 2. This field is read more
I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m read more
Hi @TSoule , I completely understand your frustration - this is a great idea. To request features, you can post in the Ideas discussion here (I re...read more
Hi HubSpot folks, I am currently very interested in the sales process and splitting invoices into deposit and a remaining debt. I discovered the payment schedule option in the quote creation mask - as you can see in the screenshot. I would lov read more
Hey @JanRa hope you're having a nice 2025 so far! There's absolutely a way to test this out - you can use the fake payment information right here ...read more
Hi Hubspot Community, as the title suggests I am looking for a solution that enables a quote to have in the line items table the monthly costs e.g. 50€ per month. (dont mind the 120€/ Monat in the screenshot it should be 50€) and in the su read more
Hi @CResch , that's correct, if you add a line-item that is recurring to an onetime invoice, HubSpot will automatically make the line-item a one-t...read more
For some reason the quoting tool was changed and this is causing all kinds of problems for my sales team. I would like for it to be changed to allow selection of the quoting template to be moved back to first in the process instead of last. You not read more
Having custom templates and not be able to select until the end is crazy. If you have custom templates for different type of quoting not being able t...read more
I have a custom field with scoring field type called "New Deal Score". I started creating workflow for priority automation based on deal score. So I set filter condition as deal score above 80 as high priority & found contract won deals also hav read more
We use HubSpot Round Robin assignments and love it, but there is no way to filter out the spam leads without human intervention? Is there anyway to incorporate a workflow for when leads submit a form that are very obviously spam, that they don't ge read more
Hi @tayloravictor ,
How are you determining they're spam? If it's something easy to filter for (keywords in a message field, certain email dom...read more