To date we've used DocuSign + stripe to collect billing info, with the new payments feature - is it possible to collect payment info (Credit Card, ACH, etc.) without actually charging the account through Hubspot?

I'm looking for any suggestions/insight re: the meeting scheduling process for meetings our BDRs set for AE's. At the moment, we have BDRs manually logging all their meetings to an excel sheet, but ideally, we should have a dashboard set up for th Lire la suite

if I want to enroll contacts into 2 subsequent sequences from a workflow is the action the initial enrollment (ie. do I need to build the delay into the workflow itself so the second enrollment doesn't fail?), or is the action the entire sequence? Lire la suite

if I want to enroll contacts into 2 subsequent sequences from a workflow is the action the initial enrollment (ie. do I need to build the delay into the workflow itself so the second enrollment doesn't fail?), or is the action the entire sequence? Lire la suite

For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t Lire la suite

For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t Lire la suite