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NicoNicoNii
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Member since ‎Sep 5, 2022
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NicoNicoNii on May 14, 2025
Rotate Record to Owner - Overwrite if previous owner is deactivated
In workflows, the step "Rotate Record to Owner" There should be another option to Overwrite if previous owner is deactivated. Is my suggestion understandable or it needs further explanation? >.<
Reply Idea Workflows
0 upvote
0 Reply
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NicoNicoNii on May 13, 2025
Quote Revision Number
Hi, Is there a quote property for revision number? Whenever we recall and edit a quote, we need to see a version number of that quote. I can customise our quote template. I think I only need an internal name for this requirement. Or if this is n read more
Reply Discussion Deals
0 upvote
3 Replies
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NicoNicoNii on May 01, 2025
HubSpot training for accounts department
Hi everyone, Our accounts department is looking to undergo some HubSpot training. They won’t be using HubSpot to quote or communicate with customers, but they will be accessing and reviewing data such as deals, quotes, and reports. Is there a cour read more
Reply Discussion Agency Partner
0 upvote
1 Reply
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NicoNicoNii on February 10, 2025
How to Update a Deal Property via API from an External System (Pronto Xi)
Hey everyone, We’re trying to set up an integration between Pronto Xi (our ERP system) and HubSpot. The goal is for Pronto Xi to send a request that updates a dropdown property in a HubSpot deal when an action is triggered. For example, if I press read more
Reply Discussion Developer tools
1 upvote
1 Reply
NicoNicoNii
Member
May 01, 2024
Reply to Ability to create product groups/bundles/kits
Hi, we were discussing this just yesterday. A product should have access to different bundles but at the same time it is still unique. So if need to...read more
NicoNicoNii on April 05, 2024
Line Item Total Cost, Overall Total Cost, and overall profit margin
Hi, In deals and especially during the quote creation step: Review Line Items, I hope there will be a feature to add a column(quote creation step) and section (deals) where we can see the total cost of each line item x its quantity. Then in the summ read more
Reply Idea Deals Products and Quotes
20 upvotes
7 Replies
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