Our deals require an initial deposit to be made at signing. No delivery work would move forward without payment. How do Hubspot Payments or the Stripe integration track the payment status on deals? Is there a status field that they update? I read more
Hi all, We're on HubSpot Sales Professional. After a quote is signed for a deal, we want to track the deal all the way through operations. That could be many months after the deal is "closed" and there are numerous additional milestones to complete read more
It would be nice after a contact books a meeting to click into thier record from google calendar. Is that possible already? I can do this with tasks, yet can't seem to find this feature within meetings. TIA ~ Rusty
Hi all! I was poking around to see what some of the best practices are for creating ways to associate and track activities for Contacts made at different conferences over the year. I found this old conversation that helped get some ideas fl read more
Often we are asked or a reference when in the sales discovery phase. We have many current customers willing to provide feedback to potential customers. Currently we keep track of the references using a spreadsheet and note every time we use a curr read more
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5 dos and don'ts for effici read more
One of the common themes that is emerging from the calls I have with potential customers is that a lot of them had HubSpot for a while, people left, new people joined, and no-one really knows what is going on their portal.
I now find mysel read more
We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist read more
Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more
Hi everyone, We are new memebers of the community and have very little knowledge of the platform. Our onboarding will begin on next week. I'm doing some preliminary research to learn how easy it would be to build and implement our existing sales wo read more
Hi there, We're an early stage SaaS company, and are looking to build more comprehensive reporting across our entire sales funnel. It's a bit disjointed right now, with lead reporting on the contact record level and then deal reporting for the r read more