Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 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 Leer más

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 Leer más

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?

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 Leer más

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 Leer más

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 Leer más