I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed Leer más

I am trying to figure out the best way to create stages in a pipline. For context: we have a subscription product and additional supporting products that can be used as a one-off. they can be purchased at the same time or add ons can be purchased Leer más

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 Leer más

Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc Leer más

Hi, I want to create a logic as follows: We don't have the operations hub professional so we can't create a scheduled workflow. We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No). Leer más

Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon Leer más

Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s Leer más

Hello, I'm importing lists that do not have email or phone numbers on them. Without either of the two, the existing contacts are not being updated and rather a new contact is created. My focus is more on the address as these are real estate Leer más

Also I wanted to ask if we send emails though the sequence close to the limit, can it influence somehow the deliverability?

I have a sequence with two mails. First mail was sent but I have a error for few user : The desired email sending time slot is unavailable Do you hnow what that error means ? Thanks

Hello there, I'm the head of sales and i wanna see a report, which shows number of deals and leads, that have change the stage. Tasks, emails, other activities - doesn't show the progress of the week, only changing the stages at a funnel shows some Leer más

I do like like the current design on the deal page with these running across the top of my deals how can I change this? It is making it difficult to see the actually deals in their stages. My other Hubspot account has a different set up I am try Leer más