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ArdenM on February 03, 2023
Hey folks! I'm trying to use a Custom Code Action to generate a date 60 days from the date of workflow execution, and then copy that to a date picker property (using the copy value to property action). However, no matter what format I set the date a read more
0 upvote
0 Reply
katherineladue on February 03, 2023
We have a client who has two pipelines - Sales and Customer Success. When a deal reaches closed/won on the Sales pipeline, a new deal is auto-created on the Customer Success pipeline and assigned to a CSM team member. The deal owner from the Sales d read more
0 upvote
0 Reply
AS11 on February 02, 2023
Hi everyone, Does anyone know if there is any way to apply required stages/properties when deals go backwards in stages? Thank you!
0 upvote
1 Reply
February 02, 2023 22:04
Hi @AS11 There isn't. In a way it would prompt for the same fields that are already defined. On a different note, I would strongly advise ...read more
TexasYes on February 01, 2023
Does anyone know if it is possible when building a Quote to have a place for custom language under each product line item that comes from the library? In other words, perhaps the line item is generic and so built in the library (such as "Landing Pag read more
0 upvote
1 Reply
Community Manager
February 02, 2023 10:24
Hi @TexasYes , Thanks for reaching out! I wanted to add some experts to our conversation. Hi @johnelmer , @Josh , @himanshurauthan ...read more
Solved
LLuik on February 01, 2023
Hello everyone! Does anyone know if it is possible when using the meetings feature to only allow people to book meetings if they are using a 'work' email (aka no google, yahoo etc.). Thanks 😉
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 01, 2023 06:06
Hi @LLuik , This is currently not possible but has been requested already by many other users: https://community.hubspot.com/t5/HubSpot-Ideas...read more
IPaksoy on January 31, 2023
Hi there! While managing the stages after creating the pipeline, some of the internal values are using words and some are numerological. Starting from here, I'm going to ask if there is a way to edit or change the Pipeline Internal Values. If s read more
1 upvote
2 Replies
Thought Leader | Elite Partner
January 31, 2023 06:02
@karstenkoehler for the win. Once a stage (or property) is created the internal value is set, @IPaksoy I'd definitely upvote the idea though. ...read more
Simoneponti89 on January 30, 2023
Hello, I'm trying to find a way to create a family of products that automatically have a discount applied to them. For example, if a customer of mine has purchased product A and I want to cross-sell, a discount is automatically applied to pro read more
0 upvote
1 Reply
Top Contributor | Partner
January 30, 2023 14:02
Hey @Simoneponti89 , are you referring to discounts on line items and quotes?
MIacovazziPau on January 30, 2023
Hello, I would like to be able to take the # of employees from a contact or company property and create a formula to create the amount of a deal automatically. For example, # of employees x $45 x 35%. This is to save time on our sales team read more
0 upvote
1 Reply
Hall of Famer | Partner
January 30, 2023 11:10
Hi @MIacovazziPau , Yes, this can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-propert...read more
MyriJen on January 30, 2023
I have hosted a PDF using the "document" feature in Hubspot. To access this document, people have to enter their emails. You can this document & process in here . I am able to see from Hubspot, names & email of people who viewed that do read more
0 upvote
2 Replies
Participant
February 01, 2023 16:07
Hi @MyriJen , This is currently not possible using the "Documents" tool, but you may consider using the CloudFiles extension to achieve this in...read more
adamlfoster on January 27, 2023
Is there any way I can automatically delete all call recordings after 72 hours?
0 upvote
1 Reply
Hall of Famer | Partner
January 29, 2023 21:34
Hi @adamlfoster , There currently don't seem to be any out of the box settings for this ( Settings > Calling ) and it's not possible to s...read more
STanveer on January 26, 2023
I need to make the following workflows: 1) When two deals are moved to closed won, the contact lifecycle stage is changed to Evangelist 2) Update Deal Name in the format {Amount} - {Contact First Name} {Contact Last Name} whenever the deal is read more
0 upvote
2 Replies
Member
January 26, 2023 21:05
Thakyou friend, I shall try to implement this
Solved
MCoughlan6 on January 24, 2023
Hi guys, I currently have a workflow setup that is triggered when a deal is closed won. What I'd like to do, is only trigger the workflow if the deal is close won, AND there is a specific line item included in the closed deal. If it helps to exp read more
0 upvote
3 Replies
Accepted Solution
January 24, 2023 06:39
Hi @MCoughlan6 You'd simply add and "AND" rule to the enrolment trigger and make it a line item property. There are a couple of ...read more
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