I am currently working on a business need that revolves around one of our Deal Pipelines. The pipeline is based on Company records and has Associated Contact record(s). This user wants to automatically send an email to the Contact if the Deal has read more

Hi community, I am just wondering if anyone is managing loan deals in the HubSpot and trying to figure out what makes the most sense for revenue tracking. When you set up a deal in HubSpot, what do you typically put in the “Amount” field—just read more

Hello, The "Deal Score" feature on Hubspot is really cool (also for how we can visualize it), but we can't modify it. What would be the best way to have our own Deal Score, with criterias with ponderation we choose? Example : Deal Score is a sum read more

Hi! I'm the sole recipient of deals coming to our B2B pipeline from a Hubspot form on our website. How can I change the recipient(s) for my coming holiday and then back again after my return?

Hello, So grateful for any tips and advice! We provide waste collection services to our customer's sites. We currently use Marketing Hub and want to start quoting from Sales Hub. I am after a data structure which will force users to only ad read more

NEED TO CHANGE THE CRORES TO MILLIONS IN AMOUNT In the amount module ho can i do that pleas e provide some tips for that

Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread read more

While attempting to import historical deals with associated line items I discovered there isn't a valid Knowledge Base to accomplish this. I did attempt the method described in Sample import files , but it didn't work. With the help of HubSpot Supp read more

I know right now this is not possible, but hoping another thread will help push it up. Many many use cases that need this functionality. One example is a calculated margin/commission. If the product amount goes up, right now we are manually read more

Hello, first time caller here. We use Hubspot as a lead management tool for our rep network. We struggle to get reps to log into Hubspot to update deals. They receive leads through an automated webform embedded in an email when they become deal o read more

We have line items on all of our deals with custom properties on the products. One of which is a retail price, the deal, and the product's net price is in our wholesale amount. Currently we manually add up the retail totals from each deal and input read more

Hi there, We are moving from an SLG Model to a PLG Model, and we are going to have people buy/upgrade inside the app using Stripe. How should I represent the purchases/upgrades inside Hubspot? The Stripe Data Sync Integration seems to integr read more