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MiaSrebrnjak on Janeiro 31, 2024
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. Leia mais
Gerente da Comunidade
Fevereiro 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Leia mais
cp_sk on Abril 24, 2024
Hi, is there a way to send an email to HubSpot and create a deal from the content of the mail? I thought that there is an HubSpot email address where you can send emails to. And from that I want to build a workflow to create a deal. Is t Leia mais
0 avaliações positivas
2 Respostas
Participante
Abril 24, 2024 17:00
Thanks @PamCotton , but unfortunately I can't find the email under "Integrations" and there is no extra "Email" tab. But I found two mails addresse...Leia mais
Solucionado
BHopkins78 on Abril 23, 2024
We have several businesess that have more than 1 location but we only want to send 1 quote but have all the locations on the quote. We thought we had a work around by adding the other locations as "products" but the issue we ran into is that is show Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Diamante
Abril 24, 2024 11:09
Hi @BHopkins78 and thanks for the tag @PamCotton , I've been pondering this for a bit, and I think the biggest challenge is that there is n...Leia mais
jforte on Abril 23, 2024
HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly Leia mais
Top colaborador(a)
Abril 24, 2024 05:34
I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️
JCameron2 on Abril 05, 2024
Hey everyone! Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through Leia mais
7 avaliações positivas
5 Respostas
Participante
Abril 13, 2024 23:38
Good cameron
IMunsterman on Abril 05, 2024
Hello everyone, we are facing an issue with creating cumulative percentages in our quotes. We often sell Development hours with a quality assurance percentage added on. Then, we apply a project management percentage on the subtotal of Development h Leia mais
0 avaliações positivas
4 Respostas
Autoridade no assunto | Parceiro Platinum
Abril 09, 2024 11:59
Hey @IMunsterman have you tried doing this with calculated properties and workflows?
Solucionado
DJohnson4 on Março 28, 2024
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
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leia mais
Solucionado
KArbova on Março 26, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 27, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...Leia mais
Solucionado
NBosnian on Março 20, 2024
Hi Everyone, My organization works with academic research Universities. The Universities are divided by department (chemistry, physics, biology, etc.) with multiple labs in each department. I would like to organize each university in a simil Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Top colaborador(a)
Março 20, 2024 16:54
Hi @NBosnian , I think you're on the right track with how I would set it up. There are a few things that come to mind such as parent-child compa...Leia mais
Solucionado
SBanthia on Março 07, 2024
Whilst analyzing data, we have realised that we have a lot of active customers with whom we have established no contact (from sales perspective). We want to focus on establishing contact, nurturing relationship and farming for opportunities. I Leia mais
3 avaliações positivas
2 Respostas
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Março 11, 2024 11:59
Hey @SBanthia so this is a great question. You have a lot of features that can support the nurturing, activation and upskalling process in Hub...Leia mais
Solucionado
DRStowe on Março 05, 2024
We are new to HubSpot and needing some direction on ecommerce and phone orders. The process in our old CRM: Website (woocommerce), order placed/paid, imported into CRM, packing slip printed, order fulfilled, shipping label printed, order sent o Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Participante
Março 07, 2024 06:27
Hi @DRStowe , Nice to meet you! I have a solution for the packing slip section of your question We have an document automation app for HubSpo...Leia mais
Adriane on Fevereiro 27, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H Leia mais
Participante de valor | Parceiro Elite
Abril 08, 2024 07:40
Awesome, thank you for confirming @Adriane 🙌
Solucionado
SBanthia on Fevereiro 16, 2024
I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am Leia mais
2 avaliações positivas
1 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Diamante
Fevereiro 16, 2024 10:33
Hey @SBanthia HubSpot's default lifecycle stages might not fully capture the nuance of a customer showing interest in a new service. ...Leia mais
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