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  • Solved
    CTowers on August 03, 2021
    0 upvotes
    3 Replies
    Hello! Sounds a bit tricky but seems pretty simple and I can't seem to figure it out. We have a workflow where a customer can setup a meeting, we are alerted of that meeting in app and via email. What we can't figure out is how to create a me...
    Most Valuable Member
    August 05, 2021 21:04
    Hi @CTowers , Such a functionality unfortunately does on not exist out of the box. (This would be referred to as required properties for compl...
  • JDalton1 on July 19, 2021
    1 upvotes
    2 Replies
    We recently upgraded from the free version to Hubspot Starter - Which gives us access to Service Hub- We were initially running two seperate Hubspot accounts, one for sales and related activities and one for service. At the moment, we are...
    Member
    August 27, 2021 04:52
    Yes the guidance in the reply is very useful I was also looking for the same process to apply in my project here and this guide helped me to separa...
  • Solved
    BrianNZ on February 22, 2021
    1 upvotes
    1 Replies
    I'd be keen on any thoughts on the below worflow.... 1) we create a deal and move them through our pipe. 2) at a certain point, we send them an online application form. 3) when this is completed, it creates a ticket for our provisioning team ...
    Most Valuable Member
    February 22, 2021 22:18
    Hi @BrianNZ , The product team is already planning a feature for this: https://community.hubspot.com/t5/HubSpot-Ideas/Use-Deal-Properties-in-...
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