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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Hi, Tring to create workflow where a slack notification gets sent out in the event of an order eing processed on the Canadian ide of our business. We have something similar setup where a slack messsage is sent out to the team when we sign up a ne 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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 ...続きを読む
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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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 続きを読む