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.
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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
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
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
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
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
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
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?
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
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
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
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
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
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
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
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
@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
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