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MiaSrebrnjak on January 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. read more
Member
March 25, 2024 12:05
When it comes to customization, the possibilities are endless! From tweaking fields and workflows to integrating with other tools, there's so much we...read more
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
SDay29 on March 21, 2024
Hello, I have a deal pipeline set up with various stages and am looking to automate movement to the next deal stage once certain tasks are completed. I have a deal workflow created with 3 tasks that our reps need to complete prior to moving to t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2024 12:49
Hi @SDay29 , I would probably set up a separate workflow to check for task completion. In that separate deal based workflow you would en...read more
Solved
NJ_001 on March 04, 2024
Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr read more
0 upvote
7 Replies
Accepted Solution
Top Contributor
March 06, 2024 13:53
These are some great solutions from the community! @NJ_001 , this is a slight stretch on your use case, but HubSpot has an ability to create and...read more
Adriane on February 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 read more
Top Contributor | Elite Partner
February 27, 2024 22:31
Great workaround! I might also suggest Clone Attack by hapily...
CGammon on February 22, 2024
We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up?
1 upvote
2 Replies
Participant
February 27, 2024 09:36
Hi @CGammon , while it depends on the use case and project, we usually set up these workflows in each new account: Recurring Lead alert/task: Let ...read more
Solved
JWillems8 on February 05, 2024
Hi all, Looking for some advice on why my properties are not updating. I've set up a Today's date property using this thread: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-date-property/m-p/389836 Now I have 4 empty read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
February 06, 2024 00:28
Hi @JWillems8 , If you have Operations Hub Professional, your best option would be a daily scheduled workflow that sets the today's date. ...read more
Solved
NJ_001 on January 28, 2024
Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2024 07:27
@NJ_001 typically this has to be updated manually, unfortunately. Glad I could be of help! 🙂
APumphrey on January 22, 2024
I would like to change the deal status when a customer opens a email but can not find the trigger for that. Can anyone help with this?
0 upvote
3 Replies
Member
January 23, 2024 15:45
I should have clarified this better I was looking for the deal stage to change based on if the customer opened a quote. I have thought about this fu...read more
AxelD on January 18, 2024
Hi, I can't find an option to "transfer" a Product assosiated with a Deal to my duplicate To elaborate, I am creating a workflow that, when a deal reaches a certain phase in Pipeline 1, it creates deal in Pipeline 2 with all its properties read more
0 upvote
2 Replies
Participant
March 02, 2024 03:17
@trevordjones there is one more recently appered solution CLoneNer, and people love it. So @AxelD you can try it out. Best
Solved
OllyLD on January 17, 2024
Hi all. Hope someone can help. Currently we have Sales Pipelines set up. When Closed Won a CS deal card is created in Onboarding Pipeline to allow CSMs to onboard our clients. However one company may have two or. three different close read more
1 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
January 19, 2024 08:04
Hey there @OllyLD . I agree with @PamCotton on the first go-round at a solution. I also have a thought on your set-up. I think of Deals and...read more
Solved
WRowland9 on January 13, 2024
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more
Accepted Solution
Most Valuable Member | Diamond Partner
January 16, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more
CTrulli on January 08, 2024
This is our second time using a workflow to enroll contacts into a sequence after filling out a form. The workflows are essentially identical, except for the form that is used for the trigger since this sequence will be used for different contacts. read more
0 upvote
1 Reply
Hall of Famer | Partner
January 08, 2024 11:07
Hi @CTrulli , Are the sequences shared with the users you're trying to send them from? https://knowledge.hubspot.com/sequences/share-sa...read more
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