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 @TChappell5 ,
Yes, this is possible and a default functionality of HubSpot. Keep in mind however that workflows in HubSpot deliver marketin...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 there, Just adding my two cents here as a potential solution: For simplicity, I'd try my best to keep everything under one deal, creati...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
They've really upleveled the view here! If we didn't have something that worked well, we might leverage it. If you continue to run into any blockers...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?
Hi @LTuohimaa , To temporarily reroute deals coming into your B2B pipeline from a HubSpot form during your holiday, and easily revert the settings...read more
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
@Caroline_Wilde have you looked into making the sites/locations a Custom Object? That may help and it would be available for workflows. I don;t kno...read more
Hi @Pranesh ,
I might be missing something obvious but I'm only seeing quantities denoted as millions (162.5M, 19.5M etc) or without a quantit...read more
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
Hi @RazorP ,
Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...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
Hi @Keegan4123 ,
This is unfortunately not possible at this stage, correct. However, other users have requested this before: https://communit...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
Hi @StevePapa ,
What you're looking for unfortunately does not exist. There is no feature in HubSpot that would send emails with deal summarie...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 @Keegan4123 .
There you go, this is how you'd configure a deal rollup property: https://knowledge.hubspot.com/properties/create-calculatio...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