Tips, Tricks & Best Practices

Filtrar por
  • Todas las etiquetas
  • Payments Links
  • Payouts
  • Recurring Payments
  • Refunds & Chargebooks
  • Reporting
  • SNA
  • Taxes & Fees
  • TOS
Ordenar por
Más reciente
  • Más reciente
  • Más me gusta
Estado
Todo
  • Todo
  • Resuelto
  • Unsolved
  • No hay respuestas
Resuelta
ArnaudA en Octubre 01, 2024
Hi Community ! I am currently trying to create a property that calculate the deals count over a specific period of time. What I am trying to achieve : - Calculate deal count for the first quarter of the year - Calculate deal count for th Leer más
0 Me gusta
6 Respuestas
Solución Aceptada
Participante
Octubre 02, 2024 08:03
Hey @karstenkoehler , once again, this is bringing a nice solution! What I'm going to do : Create a boolean property at deal level : Purchased b...Leer más
Resuelta
MSchallinger en Septiembre 25, 2024
Hi all, Wondering if anybody has found a way to use a workflow to update multiple currencies on products. Basically to use the base price/currency and then re-calculate the additional currencies based on the exchange rate set in the HubSpot curr Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Guía | Partner nivel Gold
Septiembre 27, 2024 04:45
Hi all, I have received a few private messages from people asking for more details about my custom code comments above and the possible use cases. ...Leer más
Resuelta
MMatoušek en Septiembre 20, 2024
We are building eshop on website upgates.cz they are providers of easy builder of eshops. So we are creating our own eshop on their website that will be put on domain obrstoly.cz. For example, we use hubspot for landing pages, and than the landin Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Diamond
Septiembre 25, 2024 09:56
Hi @MMatoušek , if there's no direct integration available connecting HubSpot to a custom platform can be challenging - but it's not impossibl...Leer más
Resuelta
ManuelWill en Septiembre 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 Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Participante
Septiembre 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...Leer más
Resuelta
PhilippL en Agosto 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 Me gusta
3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Septiembre 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...Leer más
Resuelta
NLily en Agosto 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Septiembre 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...Leer más
Resuelta
NPizza4 en Agosto 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 Me gusta
1 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Agosto 16, 2024 09:07
Hi @NPizza4 , Create a Payment based workflow Enrollment criteria of Payment Status Failed Send notification Add delay until property ...Leer más
Resuelta
ALaguros en Agosto 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 Me gusta
2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Agosto 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? ...Leer más
Resuelta
PSM en Julio 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Agosto 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...Leer más
EBerkowitz en Julio 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 Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Julio 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 ...Leer más
AJarred en Julio 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 Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Julio 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 ...Leer más
Resuelta
Digillex en Junio 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 Me gusta
2 Respuestas
Solución Aceptada
Asesor destacado | Partner
Junio 27, 2024 02:40
Hey @Digillex Ensure your website is optimized for search engines. This includes using relevant keywords, optimizing meta tags, ensuring mobi...Leer más
cancelar
Mostrando los resultados de 
Buscar en lugar de 
Quiere decir: 

¿Quieres iniciar una conversación o hacer una pregunta?

Crea una publicación.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.