We have a customer that requires a 2 step approval process.
We added a manual step to the workflow that combines a Deal property and a task.
Unfortunately I can only add a event based delay using either a quote property change or a pre read more
Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more
Hi. We have a current setup where Each Country is represented by a HubsPot team. Looking at the companies, they are also linked to the company owners hubspot team. This is fine for the most part, but we allso have a team that are handling companies read more
This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more
Hi - we've integrated HubSpot with Monday.com so that when a deal is created in HS an item is created in a Monday.com board. The data for Deal Owner currently comes over as an ID number; is there a way to have it come over as a name instead? Thanks. read more
Hello I was looking for ideas for a way to set a trigger within HubSpot to email a request to our Accounting Department. We have salespeople creating new companies and calling on them to land new business. When they have landed a new custom read more
Hello everyone! I would like to ask some of you for help in setting up a workflow. I would like to send an email to those who have placed their third order from our website. On hubspot I found the properties "Deal Type-New Business" however I think read more
I am a member of an in-house marketing team, and our sales team is beginning to use the sequencing tools in HubSpot. We want to ensure we are not over-messaging our contacts and would like to know if we can view all sequences in our account in a cal read more