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Simon_C on October 26, 2022
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently read more
Recognized Expert | Partner
October 28, 2022 10:27
@Simon_C super helpful, thank you! This will make it easier to update reports and get everything aligned properly between service and sales. I'm ex...read more
Solved
Brammetje0803 on October 01, 2022
Hi, Is there someone over here who knows a way to make workflows with a time? For example: 4 hours after the time of a meeting has been exceeded, now the deal has to go to the next stage of the pipeline. Now we have when the date has exceeded read more
1 upvote
5 Replies
Accepted Solution
Guide | Platinum Partner
October 07, 2022 05:37
@Brammetje0803 no problem! At this time, there are no time-base HubSpot properties that I'm aware of, only date-based ones. However, you're n...read more
Solved
MWilliams3 on August 25, 2022
Hi, I'm trying to give my customers the option of enrolling in a series of emails without me having to touch it. They will need to select what they want to enrol in from a form submission. Simple enough I thought. The idea is that they wil read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
August 25, 2022 05:17
Hi @MWilliams3 , By default, the first workflow would keep on running. There are however settings in the options tab of the workflow where you...read more
stuartbalcombe on August 10, 2022
One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based read more
Community Manager
August 11, 2022 00:49
Hi @stuartbalcombe Thank you for sharing this with the community!!
Solved
BSheehy on June 28, 2022
I have a workflow with an Enrollement trigger on the Contact that sends specific emails to the enrolled Contacts after 1, 14, 30 and 60 days. If the Contact fails the Enrollement trigger at a later stage in the workflow after they have been init read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 28, 2022 03:00
Hi @BSheehy , You can specify this behavior in the Settings tab of the workflow: Hope this helps!
JKohlmeier on June 14, 2022
Howdy - I work for a retailer and one of our vendors sells a digital download and would like us to purchase a block of license keys and then send them out when the customer purchases. Ideally in an automated fashion. We currently receive the read more
0 upvote
3 Replies
Contributor
June 17, 2022 08:33
Thanks for looking into it!
Casie on June 13, 2022
I want to change the owner of the records in HubSpot whenever someone sets up a scheduled meeting with them, is there already a way to do this? If not can this please be looked at, would make life easier if in workflows we had the option of "Meeting read more
1 upvote
2 Replies
Participant
June 14, 2022 01:18
Yeah sadly this wouldn't work for us as we need it to update from whoever booked the last meeting as they become the owner, so would be ideal if we c...read more
CPudenz on June 07, 2022
Is there anyway to automatically update the Unit Price field when the Billing Frequency is changed? ie. Annual billing for $120,000 updates to $10,000 when the billing frequency is changed to monthly? Right now it appears we have to manually divide read more
Member
June 29, 2022 06:48
Hi Himanshu, did you mean currently Hubspot does not* offer this? How do you customize the quote to do so?
Solved
AThompson1 on April 19, 2022
It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system). It is also necessary to keep any declined quo read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 19, 2022 21:27
Hi @AThompson1 , You can create multiple quotes on a deal. They will all appear in the right deal sidebar in the Quotes section: ...read more
Solved
laure2 on March 24, 2022
Hi, I am having issues find the right suitable workflow for my sales pipeline; For instance, i have a stage : Formal offer This stage ends by sending a quote (not using quote tool on hubspot). After this stage I have a stage called negoc read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 24, 2022 22:25
Hi @laure2 , In my opinion, you're not gaining anything from having additional deal stages here. Even the deal stage "Negotation" could potent...read more
AlKo on March 08, 2022
Hello, We use Zapier to push 4 deal properties from Hubspot to Zendesk Support. Zapier can only use deal information, not contact information, so I created a workflow to copy 4 fields from the contact's contact properties over to their deal proper read more
0 upvote
1 Reply
Community Manager
March 09, 2022 14:22
Hello @AlKo , great question! I would like to invite @Bruno_Teixeira @Dan1 @Edyta7510 our top experts to share any recommendations. Than...read more
MMcBride1 on February 28, 2022
I would like to create a workflow in HS based on reporting. Specifically, I would like to receive a notification when an agent at our company has paid a certain amount of commission to the company per year. Once an agent "reached their cap," we ca read more
1 upvote
1 Reply
Participant | Diamond Partner
February 28, 2022 16:01
Hi there! I’ve added a series of screenshots to show one way to do this. It’s several steps, but once the automation is set up it would be hand...read more
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