I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.

Hi there, Is there a plan to develop the ability to insert a note for Closed Lost Reason along with the option from the dropdown? For example, we have a bunch of competitors, and sometimes customers decide to go with them instead of us. I'd read more

Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more

Hi All, I just recently signed up for an external platform that imports my call with the call disposition in the Call Title. It doesn't seem like I can add the Call Title to the Call summary under the Activity section of the Contact. Is there a wor read more

Hello, I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow. E.g. if a contact is under Business Unit A then add any deal associated to them int read more

For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more

I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more

Can't quite seem to crack this. Here's some context: As part of a marketing campaign a number of contacts have received an email. the CTA was "sign up for this meeting/event". Some contacts who received the marketing email may have forwarded it t read more

Hi everyone, Can someone help me on this task? A need to split a business value with 2 or more people to garantee im paying comission balanced by the lead founder and the one who took the business til the closure. example: i have a 1MM c read more

As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more

Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more

When a member of my team shares their appointment booking link, the contact selecting the time gets this response from the browser: "Make sure you have received a confirmation email for the meeting request or a proposal for a new meeting time. Crea read more