Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o Beitrag ansehen

HI Is there a software uptate to allow drag and drop attachments into a deal/ company/ contacts. I really do not wish to save my files then upload. Drag and drop is easier and does not take up space. Please implement! 🙂

My boss wants to see a forecast of our future revenue, but the problem is our business is not subscription based. The amount changes from month to month and it is difficult to determine what the next month's revenue will look like. He is not satisfi Beitrag ansehen

Hello! we sell construction equipment and take trades. At times we get requests for equipment that we do not have but may get in on trade in the future. So I need a way to keep those listed and in front of us. Any suggested that could be used. We ha Beitrag ansehen

Just set up a CS Renewals Pipeline which enrols sales deals based on certain critera. In the CS deals I want to set a new renewal date property which is calculated 365days from the contract start date of the original deal. I can only seem to cop Beitrag ansehen

I know its not a good idea to use Hubspot forms for this, but is there any simple way to just have a popup modal or slideout card that prompts a Hubspot user to fill out data? When a Deal reaches a certain stage, I want to create a Task that al Beitrag ansehen

Hi All, We are creating a protected page that can only be accessed by members of a list, Our users need to be verified to be on the list which we have made last for 3 months. However if this user trys to access the protected page from a different Beitrag ansehen

Hey all - I'm coming from Salesforce CPQ where we always had the functionality to tag a quote as primary. I can't figure out how to do this. The use case: We need to report on line items for our pipeline but in the case a Deal has multiple quot Beitrag ansehen

Hello, My organization is looking to further tie Hubspot into our workflows by creating an automation that will create a Jira ticket. We are trying to streamline the handoff process between the sales team (handling purchase details) and the sup Beitrag ansehen

Hello, I want my team members to create a deal, but only the manager should be able to add the deal amount and have access to see it (He is not a super admin). I tried users and teams in setting but i couldnt filter the access on the deal the accomp Beitrag ansehen

How is everybody managing their Hubspot instance when there is a change in personnel that requires updates? For example, when a person leaves a company, any smart modules within emails that are specific to that user need to be updated, any workflows Beitrag ansehen

Good day community. Is there a solution as to when a company owner is changed or unassigned, the associated contacts are also changed to match the company? It's been a hassle reassigning contacts that have a different owner to a company. I am aware Beitrag ansehen