Hello everyone, I was hoping that someone could help me out here.. I would like to have a report that I can pull in order to see how many calls vs how many qualification, meetings set, deals made, etc. However, when I pull the report, it w read more
Hi HubSpot community:) I am looking for a solution to this kind of problem: "One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Ei read more
Hi, I have been using Hubspot for at least 3/4 years, this has never been an issue in the past and I'm not doing anything differently. But for some reason I can no longer upload files of any kind. If I try uploading via 'Attachments' nothing hap read more
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal?
Hi! I have need to create form for handling customer orders etc. Cannot use any payments options because they are not valid here in Finland. But need to get solution where: Customer choose correct line items and give amount information with form. read more
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Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more
Can anyone reccomend a HubSpot Partner that can set up GDPR compliance for our instance? There are a lot of moving parts and I would feel more comfortable if we had an expert implement and review this for us.
Hi, When using the "meeting module" within "Sales". The meeting itself is registered, but not connected to company info. I have already added "Company" in the Form - but this will not appear within the CRM-system itself. Do I have to se read more
Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more