I'm lookin at a workflow someone else at my company made which has three branches. One for when a property is TRUE, one for when its FALSE and one for when no condition is met. The second two are identical. Is there/was there any reason not to jus 続きを読む

hi, we have courses a contact can roll in on our page. We have them as custom objects in hubspot, too and when someone enrolles to them, we associate them to the object in hubspot. can i use this as a workflow trigger? For example, to send 続きを読む

Hi there, is there anyway to manually mark a contact in Hubspot as bounced? I recently sent an invite via a sequence and got a few bounce back emails. These contacts have not been marked as bounced in Hubspot and will receive the next task/email as 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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. 続きを読む