How can I create a template for sequences where reps can go in and enroll their own contacts to it? I created the sequences I want, would the next step be to just tell them about it and they clone it themselves?
Hi @alexagatiss ,
Yes, you simply need to make sure your created sequence is shared with the team. If it is, they can start using it: https:/...read more
Hello! Our sales team is in the process of diving into the Leads tool as our pre-sales pipeline. One big issue we're finding is that any activities associated to the lead (notes, emails, calls, etc) do not automatically get associated to the deal wh read more
@SFouracre no, this would not be sufficient, please see my previous reply. The company domain name is required.
And yes, a company record i...read more
This week, it seems like the autopopulation feature for creating companies has been discontinued. This is a major hindrance to my workflow efficiency. Does anyone know if this is temporary or why the autopopulation feature is no longer working?
Hi, I've added products and created deals using these products. I've now started adding Unit costs to the product but when I run a report it isn't pulling through to historical deals. I need to add the items again in the deal then delete the ol read more
Hi @SMarwaha and welcome, it's so great to see you here! Great question, thanks for asking the HubSpot Community! I have been looking for solut...read more
Hi, We are currently updating our sales process where we now use the lead objects. The problem is that sales tend to forget to qualify and close the lead object in the lead pipeline prior to creating the deal. This cause misalignment in our reports read more
Hi @marie9423498 ,
There are indeed missing settings at the moment to solve this – ideally, there would be an option to limit deal creation to...read more
I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr read more
Hi @BeckyPatterson
yes, you can do this with automations.
I'd also suggest implementing a deal tag to show visually on HubSpot
those deals t...read more
Hi. I am interested in if there is a 3rd party service that provides essentially the role of an ai sdr or biz dev. I know there is data enrichment and different types of email automation but I am interested in a ai sdr service where the deliverab read more
Hi @BillX ! Alina from AiSDR here. We created our platform as a Hubspot-native AI agent that is aimed to step beyond simple enrichment and autom...read more
We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of read more
Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great read more
Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more
Hi Tim,
You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily av...read more
Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use read more
Hi @LNitti ,
It's currently not possible to force users to create a deal through the lead object and not the sales pipeline directly, unfortun...read more