Hola. Quiero crear un informe de actividad ( llamdas, notas, correos...etc) pero en el piplane quemanejo hay dos tipos de negocio, claro me salen todas las activiades de slo dos negocios, como puedo seleccionara para que salga uno solo. Los negocio read more

Hi there, title is kind of self explanatory; we have contacts that enroll in workflows as they are just meeting sudden criterias (more than one contact from the same company for example) when an Outbound email campaign is done. Problem is those read more

Hello - I'm trying to create an automated workflow where after a deal is set to "closed won", the deal owner will receive an email 5 days later asking to populate non-required information in a property field. Is there an easy way to do this? Id read more

Hi there, I've just signed up to HubSpot and want to know the best way to use CRM for both B2B and B2C. I have a cleaning company and have a list of potential clients that I want to target for B2B, I plan to load them all into the CRM as 'prosp read more

Hello, We will be participating in an event and when we scan each business card, we want to add also the country where the contact is based from. Can the scanner identify the last part of the email and match with the country? Or can we add it m read more

Is there a way to do imports it an existing database using an alternative ID field? I would like to use our Customers numbers as the Unique Identifier field during importing updated information into the customer records.

Hey everybody! I would like to create a workflow that automatically adds ARR from the deal created to the connected company example: I have company X, with 0 ARR I create a deal in the pipeline for company X worth 10000$. The workflow then adds t read more

Essentially the questions above. I want to design my sequence where the second email is attached to my personalized, first email. Then my 3rd email be a new thread. Is this possible? The information that I am finding suggests that you can either hav read more

Hi everyone in Community, One question from my sales team. It would be beneficial to have few line items included every deal/ quote we create. These line items are included in every quote, but there is always a possibility of human error and that t read more

Hello, I've created workflow to deal pipeline as it makes tasks when deal is moved from stage to another. I wanted these tasks to be reminders to sales reps that they for exmple remember to create a quote or ask a follow up on a send quote. I've p read more

Hi all! New here and we're relatively new to hubspot. We used to use Gmail and Front when we chat with our clients and now hubspot. The issue my team and I are facing is that when we respond to clients on hubspot, we don't see the emails on Gmail so read more

Hi HubSpot Community! I am getting desperate as nothing seem to remedy my problem with calendars so far. Can anyone give me a tip as what to use for the follwing problem?: We have a small service team, that we need to manage, assign won dea read more