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HLorenz
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Member since ‎Sep 20, 2021
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Hannah Lorenz

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dawngribble on November 09, 2018
I offer 60-minute consultations to my clients, I'd like to be able to have potential clients pay at the time of booking a consultation. Calendly offers this option, but I cannot see it's available on Hubspot just yet - does anyone have advice on a w read more
7 upvotes
7 Replies
Community Manager
June 16, 2022
Hi @HLorenz , Thanks for reaching out! Collecting payments on meeting pages currently is in Beta. You can read more about the feature here ...read more
HLorenz on March 24, 2022
When we merge 2 or more deals, any PandaDoc documents that were attached to them (including the deal that's being kept) disappear. They're still in our PandaDoc account, but not being able to see the document and its status in HubSpot creates unnece read more
0 upvote
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Reinhart1 on January 19, 2022
Hi HubSpot Gurus! I'm new to HubSpot and recently want to make a report from HS, but I encounter some mismatched data about 'Meetings Booked' in my report, can anyone help me to solve the problem? Thank you before!
0 upvote
2 Replies
Participant
February 02, 2022
I'm having the same problem. The meetings view shows this meeting was viewed 19 times and booked 14 times. The report is showing 19 instead of 14...read more
HLorenz on November 19, 2021
We have a lot of sequences and I made folders to organize them, but when you're enrolling someone in a sequence from their contact record page (which is our main use case), the folders don't show up. It would be a lot easier to find the right sequen read more
0 upvote
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KrisClinton on October 23, 2020
Does anyone here use Clio with HubSpot? I'm curious whether you're using PieSync, or Zapier, or another tool? I'm thinking about connecting them so that when a contact is converted in HubSpot, the Clio contacts and matter are generated automaticall read more
0 upvote
3 Replies
Participant
September 20, 2021
I'd love more info on this. I was just testing out HubSpot to see if we could use it, but couldn't get it to export to Clio using Zapier. The issue i...read more
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