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MKonrad on September 03, 2024
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
0 upvote
1 Reply
Key Advisor
September 03, 2024 23:48
Hi @MKonrad Just a few clarifying questions: When you say customer object do mean the company object or custom objects? You are sa...read more
Solved
SLear on August 06, 2024
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
Accepted solution
Hall of Famer | Partner
August 06, 2024 05:24
Hi @SLear , This can unfortunately only be done in Enterprise subscriptions – when you can prevent users from editing fields: https://knowled...read more
jforte on July 16, 2024
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
Community Manager
August 09, 2024 08:18
Thanks so much for sharing @jforte ! This is great!! ⭐
Solved
JWatkins7 on July 08, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 09, 2024 00:11
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
Solved
MaxUnlockedDigi on July 07, 2024
Hello I am looking to create a "list" that only shows companies that have not yet been called.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 07, 2024 12:46
Hi @MaxUnlockedDigi , This requires two lists: List 1: Companies that are associated to an activity with Activity type = Call (to find t...read more
Solved
ParkerShort on May 21, 2024
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
2 upvotes
2 Replies
Accepted solution
Contributor
May 22, 2024 04:54
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
Solved
mattjohnson068 on May 16, 2024
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
1 upvote
4 Replies
Accepted solution
Top Contributor | Partner
May 16, 2024 08:49
Hi @mattjohnson068 , Calculated properties aren't possible on the Product object, unfortunately. My only suggestion would be that you c...read more
Solved
MDoyduk on April 26, 2024
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?
Accepted solution
Top Contributor
April 26, 2024 19:26
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
Solved
JSmeaton on April 26, 2024
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
Accepted solution
Thought Leader | Platinum Partner
April 29, 2024 06:09
Hey @JSmeaton yes you can choose the primary or secondary company or even a specific association label.  Hope this helps
jforte on April 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 read more
Top Contributor
April 24, 2024 05:34
I asked for Kudos and you showed how to do it @PamCotton ahaha thanks for the kind words ❤️
Solved
DJohnson4 on March 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 read more
Accepted solution
Hall of Famer | Partner
March 28, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...read more
Solved
Hildegaard on March 15, 2024
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
Accepted solution
Thought Leader | Platinum Partner
March 20, 2024 11:45
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
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