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.
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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 Leia mais
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...Leia mais
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 Leia mais
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 Leia mais
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 Leia mais
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...Leia mais
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 Leia mais
Hi @MRoberts8 and thanks for the tag @PamCotton , Due to the fact that ‘Line Items’ and ‘Deals’ are considered separate objects in HubSpot the...Leia mais
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 Leia mais
Hi @ramiren ,
I would use a multi-checkbox property to track the language of their form submissions, so you have insight into all of the lang...Leia mais
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
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais
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 Leia mais
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. Leia mais
Hey @JAugustinova , thank you for posting in our Community!
It seems there may be a configuration issue within HubSpot that's causing line i...Leia mais
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?
Hi @MThome ,
Out of the box, the board view should give you two small icons, the first of which corresponds to a contact associated to the dea...Leia mais
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 Leia mais
Your idea is a good idea. If you want to get there fast, we built a recipe for that: https://www.auxilio.io/en/recipes/contract-renewal-management-f...Leia mais
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 Leia mais