Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more
I've created a deal property called 'has open tickets?' that I use a workflow to populate based on any associated tickets being in status group = open. This field is only viewable for our hubspot teams. My goal is to make it so that a deal canno read more
Hi @SLear ,
This can unfortunately only be done in Enterprise subscriptions – when you can prevent users from editing fields: https://knowled...read more
If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it.
Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions.
The Quest for read more
Hey guys, I'm having trouble setting up a property for "Today's Date". I browsed the forums and found that Hubspot doesn't have a property for Today's Date (weird), but users can create a Property and update it daily with a workflow to circumvent read more
Hi @JWatkins7 ,
This workaround has been refined over the years and here's a more recent approach I recommend you try: https://community.hubs...read more
This feels like a dumb question, but I'll throw it out here - how do you get a date field on a quote? Like we want someone to provide the date they sign (or have it filled in when they sign), and then state that the contract is valid for 1 year. Thi read more
Hi @ParkerShort , If you need a solution quickly you could achieve this using our document automation app for HubSpot called Portant . It give...read more
Hi there! I've been looking around but cannot seem to find an exact answer. I am building products in HubSpot for rolls of material. The roles have a lenght and width and I want to auto calculate the m2 based on these two feilds i.e Feild 1 read more
Hi everyone, We need to find a way to find the deals closed on the same day or in consecutive days under a company. This is necessary for us to be able to locate the split payments. Can you advise if there is a way to do this?
Hi @MDoyduk ,
Unfortunately, HubSpot does not natively support a property that groups deals with similar close dates. I've seen attempts to catego...read more
Hi there, I'm attempting to create a workflow for our deals that also uses properties from the associated company. For a single deal, we might have multiple associated companies with different labels (e.g. Client, Architect). I want to upd read more
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 read more
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 read more
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...read more