Hello, I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow. E.g. if a contact is under Business Unit A then add any deal associated to them int read more

For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more

I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more

Can't quite seem to crack this. Here's some context: As part of a marketing campaign a number of contacts have received an email. the CTA was "sign up for this meeting/event". Some contacts who received the marketing email may have forwarded it t read more

Hi everyone, Can someone help me on this task? A need to split a business value with 2 or more people to garantee im paying comission balanced by the lead founder and the one who took the business til the closure. example: i have a 1MM c read more

As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more

Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more

When a member of my team shares their appointment booking link, the contact selecting the time gets this response from the browser: "Make sure you have received a confirmation email for the meeting request or a proposal for a new meeting time. Crea read more

I would like to use HubSpot's Meetings tool so that each member of my team can share their availability calendar through a link and have each confirmed meeting converge into a single Google calendar. How can this be resolved?

Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that read more

We're just starting with HubSpot Sales Professional. We've got an existing website / domain (using WordPress) that we're going to continue to use. I want my quotes and other docs to use the existing domain. Is it ok to hook up the brand dom read more

We import a list and we have two associate contacts, one is the company that referred the client and the other is another company associated with the client, most clients have both. We want to be able to create a task with a smart field pull code read more