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 read more
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 read more
@eas my recommendation would still be to create a custom object for the interaction of a contact with a course – otherwise you will not be able to ...read more
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 read more
@JGrek you could still do that – the unsubscribe status affects the email address, not the contact record. Once you update the email address, you s...read more
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 read more
Hi @tiago_bezerra ,
I tend to agree with having it be a new deal, but what I would do (If you have Professional or Enterprise level) is crea...read more
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 read more
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 read more
Hey @darshanhira23 Welcome to HubSpot community your extensive experience in optimizing CRM systems and your passion for leveraging data analy...read more
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 read more
Hi @BeckaD , HubSpot does not allow properties to base their values on dates as they cover the entire record. One way you can track the dyna...read more
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 read more
The default value is a fallback in case no value is captured by the system. If you are setting the owner prior to the send, and even consider running...read more
Hi @Hyroxware ,
Just to confirm, for any other day of the month, the same date should be returned, only for the first of the month the propert...read more
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 read more
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 read more
Hi @kennedyp and thanks for the custom description. I followed all the steps but unfortunetly did not make it. After adding a custum field ...read more
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. read more