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stuartbalcombe
(He/him)
Participant | Partner
Member since ‎Jun 9, 2022
  • solutions
    4
  • Replies
    13
  • Upvotes Given
    2
  • Upvotes Received
    46
  • Ideas
    0

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Stuart Balcombe

Growth and product nerd going down the HubSpot rabbit hole. Product Marketing at Arrows.to

Activity

Solved
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
46 upvotes
64 Replies
Participant | Partner
January 23, 2023
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub. We’ll create 2 properties and 2 workflows to wo...read more
Solved
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
46 upvotes
64 Replies
Participant | Partner
January 23, 2023
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub. We’ll create 2 properties and 2 workflows to wo...read more
Rickey33Payne1 on November 30, 2022
Our Account Manager/Customer Success team has to maximize our customer's use of our services. Unlike a typical sales pipeline, this pipeline doesn't end once the customer agrees/pays or the service/product has been delivered. Any best practices read more
0 upvote
6 Replies
Participant | Partner
December 12, 2022
Thanks for tagging me @kvonloesecke ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effec...read more
GabrielSkelly on December 29, 2017
I am new to Hubspot and am looking on how to use the software for Customer Success. I manage the sales process post sale. This is training and onboarding, suport, contacts, 100% of renewals. I need to set up a pipeline and task progression with noti read more
7 upvotes
20 Replies
Participant | Partner
October 24, 2022
Hey @GabrielSkelly the good news is it's totally possible to run customers success in HubSpot with a little configuration. Below I've outlined the ...read more
Solved
mdrnd on May 25, 2021
Hey everyone, Is there any specific plans on the rodmap to be able create custom deal properties based on specific pipelines? For example we have 2 different pipelines; 1) Onboarding pipeline, where you can onboard new clients (mostly paperwork read more
19 upvotes
15 Replies
Participant | Partner
September 06, 2022
This has been released! Super exciting! I recorded a video thinking of how I think about organizing pipelines different lifecycle stages in HubSpot...read more
stuartbalcombe on August 10, 2022
One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based read more
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