Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more

hi testing 1 24

Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i read more

I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas read more

We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea read more

Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few read more

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri read more

Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot read more

I have a custom user property "Open ticket count" in which I want to calculate number of tickets a particular user have. Now I want to know if there is anyway to create a ticket workflow in order to update that "Open Ticket COunt" custom user proper read more

What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"

I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more