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NKramer on February 06, 2023
Essentially the questions above. I want to design my sequence where the second email is attached to my personalized, first email. Then my 3rd email be a new thread. Is this possible? The information that I am finding suggests that you can either hav read more
0 upvote
0 Reply
Solved
A_Walters on February 06, 2023
Hi, My team is currently running a large outbound campaign and wondering if we can limit the number of enrollments in a sequence per day via a workflow? -AW
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 06, 2023 12:03
Hi @A_Walters , Unfortunately not, no. Out of the box, without custom development, workflows do not have any cap / throttling features. ...read more
Solved
MDavison3 on February 05, 2023
My B2B SaaS company needs to configure HubSpot to support free trials, paid subscriptions and ongoing renewals of subscriptions. Not all deals will go through a free trial, some may go directly to a subscription. Would it be best to create 3 pi read more
0 upvote
2 Replies
Accepted Solution
February 06, 2023 02:10
Hi @MDavison3 I would definitely have two pipelines - one for net new subscriptions and one for renewals. If you have a Pro or Ent subscri...read more
JesseP on February 03, 2023
Hey all! I am taking the line items from a quote and adding them to the products area within the deal record. Is this something that we can do today? Is it through automation or workflows? Thanks! JP
0 upvote
1 Reply
Community Manager
February 06, 2023 06:51
Hi @JesseP , Thank you for reaching out to the Community! Our product team added the option to associate line items when creating a new d...read more
Solved
PStruckmann on February 03, 2023
Dear All , we are considering to upgrade to sales professional . neither the forum nor our hubspot rep seems to be able to answer the simple question if we require contacts that are enabled in 1 : 1 sales auotmated messages through sequences ( read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 03, 2023 04:59
Hi @PStruckmann , Contacts do not have to be marketing contacts to be enrolled in sequences or to receive one-to-one emails. See here: ...read more
Solved
HenriqueBattu on February 03, 2023
In our company we have a pre-sales pipeline, when a deal reach at its last stage in this pipeline, we automatic create a deal in the sales pipeline with all the informations. But, sometimes in pre-sales, we have deals with the contact without knowi read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 03, 2023 05:31
Hi @HenriqueBattu , No, it's not within a Professional subscription. Did you review the second part of my reply? [T]he only approach ...read more
CSmith84 on February 02, 2023
When you want several people in the same meeting/call. How do yu do that? It s possible in Outlook to invite multiple people to a call. How does Hubspot do that ? OR how does Hubspot see when you have several contacts int the same meeting?
0 upvote
3 Replies
Hall of Famer | Partner
February 02, 2023 07:28
Hi @CSmith84 , as far as I know, that's currently not possible in the HubSpot meeting tool.
Solved
JCarve on January 31, 2023
HELP! We used Jotform to build a form because Hubspot don't have e-signature option. We would like to embed the Jotform form to our Hubspot landing page so that everything will happen within Hubspot only. Please help. Thank you.
0 upvote
1 Reply
Accepted Solution
February 01, 2023 01:03
Hi @JCarve What is your specific use case for collecting e-signatures on a form? What type of form are we talking about? Jotform has...read more
bmsfox on January 31, 2023
I am currently auditing a client's Lists and proposing some best practices and organization structure to help them keep their portal clean, useful, and efficient. The bulk of their current lists (not many, about 160) have been created for eit read more
1 upvote
3 Replies
February 01, 2023 01:36
Hi @bmsfox 6,000 contacts und 160 list aren't numbers at which I have seen sluggish performance, if we were talking about 6,000,000 contacts...read more
Solved
DSnadecki on January 31, 2023
Hi Community, I am getting alerts when I open an email in my sent mail folder, that I sent to a prospect. This is really annoying. I have asked Hubspot support for help, but they haven't been able to fix. They asked me to block my IP address, b read more
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2023 04:18
Hi @DSnadecki , @DSnadecki wrote: Ok, this seems like a major defect in the Hubspot software. It's really not. Please take a moment ...read more
Solved
HGorelick on January 31, 2023
Hi, We created a drop-down list for the reason why a deal was closed lost. How can I trigger a workflow/sequence based on which option in the dropdown list was chosen? Thanks.
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
January 31, 2023 13:09
Hi @HGorelick , If you want to trigger different action based on what was selected, a 'Value equals branch' is the easiest option: ...read more
Solved
KSurkus on January 31, 2023
Hi There, I am trying to work out the best way to set up a workflow: When a deal reaches it's close date (but is not a closed deal), to send an email to the deal owner. I don't fully understand the wording on the times, so would appreciate their read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 31, 2023 06:37
Hi @KSurkus , This should work. As soon as the Close date moves into the past (meaning it's not in the future anymore and it's passed the ve...read more
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