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kdarnell
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Member since ‎Apr 4, 2019
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Kristy Darnell

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lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
650 upvotes
180 Replies
kdarnell
Member
July 23, 2021
In lieu of Hubspot addressing this issue, I used Zapier to create an automation to automatically add/associate line items to renewal deals based on r...read more
hroberts on April 04, 2019
Configure billing start date for quotes with recurrent Stripe payments
Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration.
Reply Idea Products & Quotes
47 upvotes
24 Replies
kdarnell
Member
January 26, 2021
Bumping this up again. @granthanson , I couldn't agree more with your recent comments. We are still muddling through all the manual entry that is ...read more
hroberts on April 04, 2019
Configure billing start date for quotes with recurrent Stripe payments
Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration.
Reply Idea Products & Quotes
47 upvotes
24 Replies
kdarnell
Member
January 26, 2021
Bumping this up again. @granthanson , I couldn't agree more with your recent comments. We are still muddling through all the manual entry that is ...read more
hroberts on June 04, 2018
Recurring payments with Stripe integration
The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments.
Reply Idea Products & Quotes
34 upvotes
37 Replies
kdarnell
Member
April 04, 2019
Same issue...same billing scenarios as previously listed. We're currently switching to Hubspot from another CRM and this issue is proving to be a di...read more
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