DarianVretenar

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Participant | Elite Partner

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solutions
9
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Darian Vretenar

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Solved

NMonahan on February 17, 2022

Line Item Reporting in Default Currency

Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more

Reply Discussion Professional Reports Workaround

20 upvotes

12 Replies

DarianVretenar

Participant | Elite Partner

June 07, 2023

Hi everyone, We just solved this issue for one of our client. To summarize, this is possible using HubOps with Line Item, Deal and Assoc...read more

RinoyV on April 29, 2022

Hubspot forms API delay

Hiya, We are displaying Hubspot forms on our website using API. But for some reason, there seems to be a delay in the loading of the form. You can see it here: https://ui-renew.vercel.app/register-interest If you were to reload it then and the read more

Reply Discussion Enterprise

0 upvote

2 Replies

DarianVretenar

Participant | Elite Partner

May 02, 2022

Hi @RinoyV , Thanks @Jaycee_Lewis . I think that the problem is with reading HS script, so check in console. It takes few seconds whil...read more

bdesilva on August 11, 2021

Best practice for Change Order Deals

We are a service company. Deals are projects. Projects have Change Orders. Hubspot has no direct way to deal with a change to a prev deal easily that I can find. How do other firms handle this? My thoughts so far below. Move the closed won deal ou read more

Reply Discussion Professional

2 upvotes

6 Replies

DarianVretenar

Participant | Elite Partner

March 18, 2022

Hi @bdesilva It's hard to give you a right answer, but it's possible to give you potential solutions from another perspective. Which HS plan...read more

dougfairbro on March 14, 2022

How to send marketing emails every time a deal is closed?

Not sure if anyone else has had this challenge, but essentially I'm trying to set up a workflow so that every time a deal is closed, a marketing email goes out with the details to a list of marketing contacts. The challenge I'm having is how t read more

Reply Discussion Workflows

0 upvote

2 Replies

DarianVretenar

Participant | Elite Partner

March 15, 2022

Hi @dougfairbro I'm glad I can help you once again! Which HS plan do you use for this situation? I suppose you don't have an association between...read more

Solved

FBecker on March 09, 2022

Google Business Messages and Hubspot

Has anyone a solution of how to manage Google Business Messages ( https://businessmessages.google/ ) via tickets or conversations? Has anyone stumbled over a tool that can aid with this? API is here: https://developers.google.com/business-communic read more

Reply Discussion

1 upvote

4 Replies

DarianVretenar

Participant | Elite Partner

March 11, 2022

Hi @FBecker At this moment, you can't create a new message in Conversations, but you can create/update Ticket and associate it with Co...read more

deanrenshaw on March 02, 2022

Stop workflow duplicating a company

I have a workflow that I would like to create a company based on a lead generated. So ideally the contact workflow can check a list of companies - to make sure it doesn't already exist before proceeding to create a company. I could use 'as read more

Reply Discussion Companies Contacts Workflows

0 upvote

5 Replies

DarianVretenar

Participant | Elite Partner

March 03, 2022

@deanrenshaw 1. Yes. https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts - this is th...read more

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