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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

MiaSrebrnjak on Janeiro 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leia mais

Responder Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 avaliações positivas

11 Respostas

MiaSrebrnjak

Gerente da Comunidade

Fevereiro 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Leia mais

cp_sk on Abril 24, 2024

Send email to HubSpot and create deal from it

Hi, is there a way to send an email to HubSpot and create a deal from the content of the mail? I thought that there is an HubSpot email address where you can send emails to. And from that I want to build a workflow to create a deal. Is t Leia mais

Responder Connected Email Deals Sales

0 avaliações positivas

2 Respostas

cp_sk

Participante

Abril 24, 2024 17:00

Thanks @PamCotton , but unfortunately I can't find the email under "Integrations" and there is no extra "Email" tab. But I found two mails addresse...Leia mais

Solucionado

CSimpson19 on Março 29, 2024

Help with sales total

Hi! New to HubSpot so sorry if this is obvious. I want to add properties that we have on our e-commerce site like VAT (Tax), Shipping Costs etc and deduct that from the "real" total. I then want the real total displayed in reports. I've adde Leia mais

Responder Deals

1 avaliações positivas

5 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Abril 04, 2024 07:56

@DianaGomez happy to help @CSimpson19 , While you can't incorporate your custom properties into the default "Deal Amount" value, you can cre...Leia mais

Solucionado

DJohnson4 on Março 28, 2024

Specific Deal Type counts

Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse Leia mais

Responder best practices Contacts Deals Enterprise How-To Marketing Sales Workaround Workflows

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 28, 2024 07:57

Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais

TShemesh8 on Março 22, 2024

Rollup field is empty

Hi all, I created a rollup property for MRR as we have certain products that are not considered recurring and I couldn't use the standard MRR property. The property seems to be working well on new deals - when I add a line item it makes the calc Leia mais

Responder CRM Deals

0 avaliações positivas

4 Respostas

TShemesh8

Participante

Abril 02, 2024 07:06

Hi all, I wanted to give an update and ask another question: I reached out to HS support, was not helpful at all, didn't understand the problem a...Leia mais

Solucionado

SDay29 on Março 21, 2024

Automate movement to a deal stage based upon task completion

Hello, I have a deal pipeline set up with various stages and am looking to automate movement to the next deal stage once certain tasks are completed. I have a deal workflow created with 3 tasks that our reps need to complete prior to moving to t Leia mais

Responder Deals Workflows

0 avaliações positivas

2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 21, 2024 12:49

Hi @SDay29 , I would probably set up a separate workflow to check for task completion. In that separate deal based workflow you would en...Leia mais

Hatch on Março 15, 2024

organizing deal properties for all deals at the user level

Hello, I recently learned I can adjust what I can view for deal properties and I can reorganize them. From what I can tell, this only affects the deal I'm editing it in and it only affects my view. Is there a way I can (within the limitations of my Leia mais

Responder Deals Free

1 avaliações positivas

3 Respostas

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Março 18, 2024 09:49

Hey @Hatch so you can ask an Admin to setup the left bar of any record to see the properties needed. once this is set up, important step her...Leia mais

Solucionado

Hildegaard on Março 15, 2024

How do you manage users who leave the company but owns various objects?

Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re Leia mais

Responder Admin best practices CRM Deals Enterprise Reports Settings Workaround

1 avaliações positivas

3 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Março 20, 2024 11:45

Hey @Hildegaard so this is a very good (and frequent question) In general the best suggestion is to deactivate the user as soon as it leave th...Leia mais

Solucionado

NJ_001 on Março 04, 2024

Setting Up an Automated Renewal Funnel for Support Contracts

Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr Leia mais

Responder Deals How-To Workflows

0 avaliações positivas

7 Respostas

Accepted Solution

RSchweighart

Top colaborador(a)

Março 06, 2024 13:53

These are some great solutions from the community! @NJ_001 , this is a slight stretch on your use case, but HubSpot has an ability to create and...Leia mais

ECole on Fevereiro 29, 2024

Trying to track the order products are purchased by customer

I am trying to figure out a couple of things. 1) whichs of our products are purchased first by contacts. We have a number of free courses that generates a $0 deal and want to be able to say "X% of people purchases this product as their 1st purchase Leia mais

Responder Deals

1 avaliações positivas

4 Respostas

ECole

Participante

Março 01, 2024 09:35

Any suggestions on where to start with the cross-object report? There isnt a property that counts the sequence of associated deals to a Contaact, tha...Leia mais

Solucionado

Arnunes on Fevereiro 27, 2024

Labels on attachments

Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea Leia mais

Responder best practices Deals Documents Enterprise Professional

0 avaliações positivas

1 Respostas

Accepted Solution

Josh

Especialista reconhecido(a) | Parceiro Platinum

Fevereiro 27, 2024 15:10

Hi @Arnunes , At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...Leia mais

Adriane on Fevereiro 27, 2024

Unlock Deal Cloning in HubSpot: Easy workaround with two short workflows

We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H Leia mais

Responder best practices CRM Deals Enterprise How-To Professional Quick Tutorial Sales Workaround Workflows

6 avaliações positivas

6 Respostas

Jnix284

Participante de valor | Parceiro Elite

Abril 08, 2024 07:40

Awesome, thank you for confirming @Adriane 🙌

EMann on Fevereiro 22, 2024

Conditionally Require Property based on Previous Property Answer

Hello everyone, I feel like this is possible to do, that I've seen it before, but for the life of me I cannot figure out why I can't set it up. We have a stage in our Sales Pipeline that is "Deal Lost" i.e. the job was lost. There's an addi Leia mais

Responder Deals Professional

0 avaliações positivas

5 Respostas

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Fevereiro 22, 2024 14:41

Yes, of course. Most of the personalizations are available in the paid versions of the Hubs.