Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more
Hi @bigabiga I’ve seen setups like this and yeah — you'd think it’d be more common or better supported out of the box, but HubSpot doesn’t make t...read more
Hello - this is my first time posting here, so I hope this is the right place. I have been using the "Open Tasks" report successfully for years, but just today it started sorting backwards by task due date. As you can imagine, this is less than ide read more
Thank you for the quick reply @Sabrinacomai . I'm glad to know it's not something I did. This change is unfortunate. I can't imagine any scenario i...read more
Hi all! We are brand new HubSpot converts (previously with Dynamics) and I have a two part question related to handling previously closed deals. In Dynamics, if we had a deal that was closed and then the contact/company came back to us after the fac read more
Hi @Patti_R ,
I am an advocate for re-opening a new deal, especially if there is any notable period of time between when the original deal was...read more
Hi, I’m looking for a way to log meetings right after they end, without having to manually access the website. Is there an option to automatically receive an email at the end of each meeting, allowing me to input information that will be uploaded read more
Hi, I wanted to see if it was possible to turn off reminders for a meeting after the meeting has been scheduled. An example would be I schedule a meeting with a contact, and set a reminder for 30 minutes before the meeting, but they send an email read more
That’s a really good use case—sometimes those auto-reminders feel redundant after direct contact. I’ve found that once the meeting is booked, the rem...read more
Hi, I've seen this posted a few times and people submitting ideas, however given that the functionality doesn't exist currently, I'm wondering how other people are working around there not being a native last activitydate on Hubspot custom objects? read more
Ah, interesting. Thank you Trevor, how far does that flow? They are associated but not directly. So we have the contact, then the master object w...read more
Hi All, I want to know is there a way to map one contact field of HubSpot to map to SF lead and Contact Fields, Additionally i want to know that currently my process is updating values at lead level but i dont want HubSpot that value at SF Contact l read more
Hi @Ishan5 ,
Using the native integration, you won't be able to map one contact field to both contacts and leads as you'll have to choose whic...read more
Can Hubspot be used for setting appointments with clients? Also, can it be used to send out automatic text reminders to clients about their appointments?
Hey @TCP-Bookkeeping clients can set appointments with you through the meetings scheduler .
You could use some data syncs and potentially custo...read more
Hi,
I want to prevent from users from creating a duplicate company, if it has the same domain, it shows them a warning message but is it possible to configure so it will prevent them (in the standard functionality?)
If not, can we do some develo read more
Hi @OBetzalel ,
As far as I know, there is no dedicated setting that would prevent this. I'm not aware, either, of any development that could ...read more
I was listening to an episode of Ops Cast where the guest made an interesting point: doing a full data clean before reporting can be a hassle—and by the time you’re done, you might only be 10% better off . Instead, they suggested building small re read more
Hi @JOnwah ,
Great question – I'd argue that this depends a lot on the fields you're planning to clean up, the stakeholders involved, the auto...read more
Hi there, We are moving from an SLG Model to a PLG Model, and we are going to have people buy/upgrade inside the app using Stripe. How should I represent the purchases/upgrades inside Hubspot? The Stripe Data Sync Integration seems to integr read more
I know the scheduler allows you to send an email reminder to contacts about an upcoming meeting. Is there also a way or a feature via HubSpot that allows the user to set up text messages to remind contacts about upcoming meetings, thus reducing no-s read more
Hi @SMonroeEsq ,
HubSpot doesn’t natively support SMS reminders for meetings, but you could potentially set it up using third party tools lik...read more