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ManuelWill on September 09, 2024
Objective: To manage and track monthly training sessions where a fixed number of participants can register and pay. The participants (contacts) are already stored in HubSpot and are associated with their respective companies. Or they can register read more
0 upvote
1 Reply
September 09, 2024 10:37
Hi @ManuelWill , Your approach to managing paid monthly training sessions in HubSpot is on the right track, but I can suggest a few optimizations...read more
Solved
PhilippL on August 28, 2024
We have created an invoice and we have manually set this invoice to "paid". Now the customer wants to return the product within the return period. How can I create a credit note?
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
September 04, 2024 10:18
Hi @PhilippL and welcome to the HubSpot Community. Unfortunately, HubSpot doesn't have a built-in feature specifically for creating credit notes a...read more
NLily on August 20, 2024
Hi all, Im new to Hubspot so aplogies if this is a bit simple, but Im having issues getting to grips witht he product views. My assumption was that each view was a seperate list and you could choose which view to add a new product to when you cr read more
0 upvote
3 Replies
Most Valuable Member | Elite Partner
September 03, 2024 15:38
Hi @NLily and welcome to HubSpot Community! @PamCotton and @TBanga have already confirmed what a "view" is. It sounds like you're wantin...read more
Solved
NPizza4 on August 16, 2024
If the DepositFix charge has failed on the third time, can we notify our internal team to call the customer? If so, does anyone know how a workflow is made for this?
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
August 16, 2024 09:07
Hi @NPizza4 , Create a Payment based workflow Enrollment criteria of Payment Status Failed Send notification Add delay until property ...read more
Solved
ALaguros on August 15, 2024
Hi, Does anyone know how to set up a workflow in HubSpot to notify us every time the payment has failed? It only notifies me once the payment fails. We want to be notified whenever the payment fails (2nd,3rd,4th...)
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
August 15, 2024 12:02
Hi @ALaguros , Have you tried using a workflow with enrollment criteria with the status of failed and allowing for re-enrollment? ...read more
Solved
PSM on July 31, 2024
I'm looking for a good way to create a page similar to the attached image, below but with checkboxes next to the products. This will be sent to clients who can then select what they're interested in and submit it. I tried using a form but that seems read more
0 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
August 01, 2024 11:12
Hey @PSM not out of the box no! This would only be possble through a highly customsed form. I've seen people do this in the past with using a HubSp...read more
EBerkowitz on July 29, 2024
Is there a way to build a subscription account to gain access to content? Our team is looking to create tiers of subscription users so they can access our published content. We envision the most expensive subscription to have access to all papers, r read more
0 upvote
1 Reply
Community Manager
July 30, 2024 04:08
Hi @EBerkowitz and welcome to the Community! 🎉 We are thrilled to have you here! ❤️ Thank you for asking the Community! I'd like to share ...read more
AJarred on July 23, 2024
Hello, I am currently onboarding Hubspot and I now have sales pipelines set up with deals and quotes set up, the next thing I am working on is invoicing. Is there a way to automatically have an invoice created when a quote is signed? If not avai read more
0 upvote
1 Reply
Community Manager
July 23, 2024 18:30
Hey @AJarred , thank you for posting in our Community! Currently, HubSpot does not have a native feature to automatically create an invoice ...read more
Solved
Digillex on June 27, 2024
Tell me about the criteria that I follow to get organic leads from Google and other search engines to my website Digillex which provides the best digital marketing services in Malta, Perth, and Pakistan.
1 upvote
2 Replies
Accepted solution
Key Advisor | Partner
June 27, 2024 02:40
Hey @Digillex Ensure your website is optimized for search engines. This includes using relevant keywords, optimizing meta tags, ensuring mobi...read more
Solved
PSpencer on June 18, 2024
Hi, I need some help getting products on my web pages. I have successfully setup my payment link, I have configured my account settings, and even setup the “physical goods” onboarding experience. I then setup a product (and a line item, though I mus read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
June 18, 2024 13:25
@PSpencer this depends greatly on the theme and module you're using to create your website, but a button link should be able to be changed regardle...read more
Solved
NSmith67 on June 14, 2024
I am a 3d artist and my field is arch viz. My business revolves around supplying real estate developers and realtors with renders and visuals that would showcase their properties that they are selling. My pricing is subscriptions based. I was think read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
June 14, 2024 18:45
Hi @NSmith67 I haven't heard anything about Stripe withholding funds related specifically to HubSpot and they have fraud measures in place you can...read more
Solved
LCoronis on June 10, 2024
We want to be able to have a location field for people to type in where they are located and that will determine the phone number we suggest they call for customer support since we have quite a few. What would be the best way to do this?
0 upvote
3 Replies
Accepted solution
Top Contributor
June 12, 2024 12:10
Hi @LCoronis , I wonder if a support location (store) locator plugin would be easiest to add to your website? You could Google this to find on...read more
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