Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f Beitrag ansehen

Hello! I have a use case where I'd like a workflow to trigger only if it is between two custom property date picker fields. From what I can tell you can only choose stagnant date fields to base this off of in workflows but these will be differen Beitrag ansehen

Hi everyone, My company wants to use HubSpot to send marketing emails, and we have been doing so using the mass email functionalities with marketing emails. However, I like the Sequence processes a lot more and am more comfortable using those. M Beitrag ansehen

We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Beitrag ansehen

I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying Beitrag ansehen

Hello Hubspot Community! We are experiencing a unique challenge with our CRM contact property/segmentation strategy and are seeking advice on best practices for managing multilingual contact properties. Our company publishes web content in Beitrag ansehen

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 Beitrag ansehen

Hey everyone! I'm looking to create an active list that pulls new contacts that are created from a specific form. I can't seem to figure it out. Eventually I'd love to have a list of new contacts that have come in for each of the different forms w Beitrag ansehen

Hello, has anyone experience this change. Line Items and their default 'unit' is showing as percentage instead of USD. Everytime we do addin of the line items, we need to change that back. Is there a way to change the default setup. Beitrag ansehen

I see where I can add up to 4 properties to the Card for any Deal, however I am unable to add the Contact name to the Card. I can't find this property in the selection list. Any ideas on how to add a Deal's Contact Name to the Card view?

My company has a series of one-time payment products and is adding a subscription product. We will bill monthly, and the contract will require a 3-month commitment. We do political work, so most contracts will end soon after the elections in Novembe Beitrag ansehen

We've added a personalization property in a quote template. The property is a number and is formatted as a percentage. However, when the property is displayed in the quote document, it's showing as a decimal. i.e. 10% is shown as .1. I've trip Beitrag ansehen