Hi, I work in a SaaS company. It`s a monthly service and they can cancel at anytime. Currently we have a deal created for when they buy it. We track monthly and set up fee. If they decide to cancel we create a deal in a different pipeline attache Leer más

One of my sales reps set up a meetings scheduler for a one day event where people can book meetings in 30 min intervals all day. How can we track these people? Does it make sense to just associate it to a campaign? Also, does anyone have any tips a Leer más

Hello, everyone! I’m Darshan Hiranandani, a CRM expert with extensive experience in optimizing customer relationship management systems to drive business growth and enhance customer satisfaction. With a background in business administration and tech Leer más

I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year, the MRR and ARR are adding the two years together. I assumed that by adding Billing Start Dates, it would correctly calcul Leer más

There is the standard Hubspot confirmation email when someone has booked on a sales reps calendar. I'm trying to create an email that is sent out 3-4 hours after that basic confirmation email is done with more information about our company includin Leer más

Is there a way to create a calculation so that if I have a "Date" on the first of the month it will put it back a day to the previous month?

Hi Community! I'm new to HubSpot and currently trying to set up a new sandbox for testing purposes. Should I import the flows/assets I need into the HubSpot sandbox first, before I even connect it to our SFDC sandbox? Or the order doesn't matter Leer más

Would it be possible to somehow give a line item a date that can be displayed on the quote table? My products are services, but on the quote must appear a date when the service is being fulfilled, e.g. Transfer from Hotel A to Hotel B 12/10/202 Leer más

Our company has a really unique situation. We are a private aviation company that sells ownership shares of aircraft. Each aircraft has a 5 year term. We built out a custom object to track the aircraft and their in service and out of service dates. Leer más

Hallo Team, ich habe ein Formular erstellt. Mit diesem frage ich Informationen beim Kunden ab. Anschließend soll, nach Eingang des Formulars, eine automatische Mail an 2 spezifische Kontakte (keine Teammitglieder) geschickt werden. Diese sollen Leer más

Hi, I am currently trying to figure out if I can add subcategories for multicheck boxes. We would like our sales reps to add information about what IT systems our potential customers are using today, and it would be helpful to provide opti Leer más

is it possible to create leads from an active list or a lead score trigger instead of just the lifecycle stage? We have a lot of upsell opportunities so some contacts are already listed as customers and we don't want to reset the lifecycle stage. W Leer más