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JRoberts57 on June 11, 2024
I would like to create a workflow that tracks bids for our company, we regularly tender for work within both public sector and privtae sector clients. The idea is that we can track the progress of the bid, assign tasks to members of the team, crea read more
0 upvote
2 Replies
Contributor
June 12, 2024 03:53
Hi @JRoberts57 , What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Cus...read more
SThatcroos on June 10, 2024
Hi, We are in the process of automating our renewals by using Deals and Workflows. We have come to a stop due to a current problem and I am wondering if you can help with any ideas. We have a workflow that will autocreate deal if marked read more
0 upvote
3 Replies
Top Contributor | Partner
June 11, 2024 10:33
Hi @SThatcroos , I actually had this same issue last week and spoke to HubSpot Support on it. This was the response that I received - " ...read more
OBetzalel on June 10, 2024
Hi, We are using the HubSpot <> Salesforce Integration, and the when a contact is created in HubSpot and passed to Salesforce, the lead assignment rules doesn't work to change to the right owner according to the Country field that is passed t read more
0 upvote
2 Replies
Contributor
June 11, 2024 04:23
Hi @OBetzalel Could you add some more information please on how Owners are being assigned. Are contacts being assigned a Contact Owner in HubS...read more
portertjp on June 06, 2024
Hello! I have been doing some research and have been having a hard time finding a solution to our problem. We currently are a buisness that has 2 locations, these two locations will not share contacts. On our website we have two different forms read more
0 upvote
4 Replies
Member
June 11, 2024 23:33
Hi there! To manage different sequences for your two forms without using business units or changing your subscription, you can use tools like Zap...read more
fergu5 on June 06, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a read more
0 upvote
5 Replies
Recognized Expert | Diamond Partner
June 06, 2024 11:53
@fergu5 , Unfortunately it looks like Zapier doesn't have a create quote option in HubSpot, so I misspoke. While we're considering Zapi...read more
OBetzalel on June 06, 2024
Hi, For report purpose, I need to have the current exchange rate for the currency on a deal. The exchange rate only update on close deals, but we need to have this value to get updated from the current exchange rate we set (most recent). Can we up read more
0 upvote
1 Reply
Contributor
June 06, 2024 03:56
Hi @OBetzalel It might be worth checking out some of the apps on the marketplace which have been built to expand on the limitations of the cur...read more
IRemington on June 05, 2024
We've been working to create an email based on specific service type closed. Ideally, the following would be true: If a deal closes AND The deal has a Service Type of X or Y or Z THEN A specific email is trigger (based on the service type) to th read more
0 upvote
4 Replies
Member
June 11, 2024 23:28
Hi there! Based on my 4 years in Airbnb's growth marketing team, here's a streamlined approach: Trigger Email Automation : When a deal cl...read more
GBond on June 05, 2024
Hi, I'm looking for a way of auto-populating a field of a contact based off another record (much as one would do in your email system). Basically setting up rules for contacts. For example one such rule would be: if there email address ends read more
0 upvote
1 Reply
Hall of Famer | Partner
June 05, 2024 05:42
Hi @GBond , This requires / can be done with a workflow: https://knowledge.hubspot.com/workflows/create-workflows (Workflows are avail...read more
YDivino on June 04, 2024
Hello! I just want to ask a question about sending out newsletter. Is it possible to send randomize newsletter to each person who signed-up? Example: I visited a website, and sign-up for their motivational quote newsletter, then I will receive an read more
0 upvote
2 Replies
Hall of Famer | Partner
June 05, 2024 00:02
Hi @YDivino , This is possible, yes, with programmable email available in Marketing Hub Professional and Enterprise: https://knowledge.hubspo...read more
ARudkin on June 04, 2024
Question for the group: We have one service that is completed over six months, and it is billed twice. 1/2 at 3 months and 1/2 at 6 month mark. I don't believe we are utilizing the Deal amount to it's best feature. The team had been creating read more
0 upvote
3 Replies
Member
June 11, 2024 23:23
Hi there! Based on my experience with Airbnb's growth marketing team, the best practice for handling split revenue in a CRM is to use a sin...read more
Solved
OBetzalel on June 02, 2024
Hi, We would like to create reports in HubSpot that shows the weighted amount per line item in the deal. Group by Deal -> Line Item -> Weighted Amount (Line Item Amount * Deal Probability). We are using multi-currency * Is it possible to read more
0 upvote
5 Replies
Accepted Solution
Guide | Elite Partner
June 03, 2024 04:41
@OBetzalel - Unfortunately it isn't possible to create calculated product (line items) currently BUT I've got round this by using a formula field ...read more
MStreib5 on May 31, 2024
Greetings, I'm trying to evolve our internal Sales Hub knowledge base that our users access now and to create an onboarding protocol as we hire new sales teams. We're a Microsoft shop. Has anyone here been through developing an internal know read more
1 upvote
8 Replies
Member
June 08, 2024 08:18
Hello Michael! I found this tool https://visualping.io , which seems to be doing what you need. It can track website changes and notify you via man...read more
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