Hello, I have noticed a (fairly large) missing property copy using the pipeline automations, that being copying the line item associated to a deal. Context. When we close a deal, we automate the creation for our Customer Success Pipeline. There Leia mais
@velliott I just made some quote templates. I have some standard language that I would like to be included on all templates + any required snipp...Leia mais
I set up the limited BETA from the hubspot market place and am not noticing the 1 feature that we really wanted: Hubspot meeting link automatically ...Leia mais
@JKajor " I'm usualy not the one for tinfoil hat theories but this one starting to grow on me " It feels like maybe Hubspot have a deal with Zoom...Leia mais
" We have continued to run into a number of bugs and process issues that have caused a significant delay on our progress working with Microsoft to br...Leia mais
Hello, I have noticed a (fairly large) missing property copy using the pipeline automations, that being copying the line item associated to a deal. Context. When we close a deal, we automate the creation for our Customer Success Pipeline. There Leia mais
Hi there, I am looking to assign a specific line item to a mass amount of deals. Is this possible? Use Case: 960 deals contractually obligated to purchase a specific product from our team. We need to track the ARR of the sales. I am able to bu Leia mais