We are looking for a free/cheap tool in order to launch a Referral Program. Give a 25€ discount to a collegue and if him/her buys you get 25€ to your account.

Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more

Hi, I am an independent CRM Consultant working for 3 companies. Is it possible to have inside my account these 3 accounts? Each having its own leads and clients etc? I also need to do the CRM of my own company. Thank you!

Hi all, We have a customer that requires a 2 step approval process. We added a manual step to the workflow that combines a Deal property and a task. Unfortunately I can only add a event based delay using either a quote property change or a pre read more

Is it possible to get notifications for live chats, even if it's been assigned to another person in my team?

Hello, I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so tha read more

i Have a company property which has radio select. I wish to have 1 of the radio select options to have mulitple select dropdown as an option

Hello, I am looking for solution how to count number of contacts which were last contacted in specific time period (month, quarter e.t.c) by each company. The maid idea is understand the share of contacted contacts in last month for each compan read more

Have a list 460 already in Hubspot, want to add an action or activity plan - call & add to social Media. Not sure of best way to do this?

I have 2 deal pipelines in Hubspot. A and B. I want to create a workflow that allows me to check if the account/company in pipeline A matches pipeline B - if so I want to overwrite the deal properties like deal stage etc for the company in pipeline read more

Within our organization, we're looking to run campaigns aimed at reactivating cold SQLs (Sales Qualified Leads) and Opportunities (Opps). We're wondering about the most effective approach using Lifecycle stages (or maybe lead status). Our plan is read more

I'm new to HS, using it to track my sales, with many outbounds each day. Question: each morning, is there a listing in onde place of all the emails I'd sent the day before? Thanks!