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JSvendsen on December 09, 2024
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
0 upvote
2 Replies
Member
December 09, 2024 05:13
Hi @jforte , Thank you for your reply! From what I understand, your suggestion seems more focused on reporting. However, my main challenge lies w...read more
Kirbs on December 08, 2024
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
0 upvote
1 Reply
Key Advisor
December 08, 2024 06:55
Hi @Kirbs Not sure I'm fully understanding the question/issue ... When you have your Zoom account connected and are creating a meeting...read more
Keegan4123 on December 08, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
December 08, 2024 02:13
Hi @Keegan4123 , If you want to send emails with deal information and information from associated contacts with a specific association label, ...read more
AJ_Kakrot on December 07, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
December 08, 2024 02:08
Hi @AJ_Kakrot , There is currently no way to detect via filters in workflows if a field was updated by someone specific, only whether it was u...read more
Solved
LDeniz on December 06, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 06, 2024 09:49
Hi @LDeniz , Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action...read more
Urgent_help on December 06, 2024
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
0 upvote
2 Replies
Key Advisor | Diamond Partner
December 06, 2024 07:48
Hi @Urgent_help , I understand how frustrating this situation must be, and I want to assure you that you’re taking the right steps by addressing ...read more
Solved
Himalaya1997 on December 06, 2024
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
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 01:54
@Himalaya1997 not out of the box, no. This would require working with the HubSpot API. As far as I know, it can't be done with the default workflow...read more
fconsultant on December 05, 2024
What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"
0 upvote
2 Replies
Key Advisor | Diamond Partner
December 05, 2024 07:51
Hi @fconsultant , To align sales and marketing teams effectively in HubSpot here are few tips for you to try : Use HubSpot to set clea...read more
Solved
JordanHorwitz on December 04, 2024
I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 04, 2024 12:44
@JordanHorwitz not possible as of now, as far as I know, unfortunately.
Solved
JNyfox on December 03, 2024
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
1 upvote
2 Replies
Accepted solution
Participant | Gold Partner
December 04, 2024 02:02
Hi @JNyfox , Thank you for reaching out! HubSpot doesn’t natively allow splitting a single deal amount across multiple services while maintaini...read more
Solved
w1234 on December 03, 2024
When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"
0 upvote
2 Replies
Accepted solution
Key Advisor | Diamond Partner
December 03, 2024 13:43
Hi @w1234 , In HubSpot, while you can set a task due date using a dropdown of default timeframes or the "Custom Date" option, there isn't a buil...read more
Solved
Martindb on December 03, 2024
Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more
1 upvote
8 Replies
Accepted solution
Thought Leader | Platinum Partner
December 04, 2024 08:05
Hi @Martindb deals is the standard object in HubSpot for the Sales hub. Transactions must be a custom object in your portal. the solution is th...read more
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