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BK-EP
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Member since ‎Jan 31, 2024
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Sara Cavero

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Solved
mattjohnson068 on April 29, 2024
Take value from invoice and populate deal amount
Hi there! I currently have a Xero integration which is pulling in the invoice amount from Xero. Is there any way, via a workflow or cutom mapping that I can have the Invoice amount auto populated into the default 'Amount' property in the Deal re read more
Reply Discussion Custom Objects Deals Integrations Workaround Workflows
0 upvote
5 Replies
BK-EP
Participant
August 20, 2024
Hi Matt, did you manage to find a solution here? I am not able to trigger a workflow that sums up my Xero invoices... I'm looking for the same.
CGilbert31 on January 03, 2022
Maintain Line Items when updating quotes
It seems the line items are updated in the deal whenver they are removed or added to a quote. It would be great to keep ALL of the line items in the deal regardless of the quote and to be able to sort them in such a way so you can see if they are "q read more
Reply Idea Deals
20 upvotes
10 Replies
BK-EP
Participant
August 15, 2024
I cannot believe this is still an issue. Each business works differently with quotes, and you should be able to create multiple quotes choosing which...read more
HHird on June 18, 2024
Xero integration with Hubspot- visibility of cumulative revenue from invoices on company
Hi there! We have switched on this integration and have contacts and invoices synching from Xero-> Hubspot: https://app-eu1.hubspot.com/ecosystem/139768864/marketplace/apps/finance/accounting/xero-data-sync I want to be able to show rev read more
Reply Discussion Integrations Professional
0 upvote
3 Replies
BK-EP
Participant
August 15, 2024
Hi @PamCotton , Could this also be applied to deals? rather than company records? Thanks! Sara
Solved
BK-EP on August 13, 2024
Deal costs and margin
Hi there, We are an event agency and we recently joined Hubspot to improve our sales process and track our opportunities. We normally use Xero for our quotes and invoices and we were happy to see that Hubspot offers quote and invoice customisation read more
Reply Discussion Deals
0 upvote
2 Replies
BK-EP
Participant
August 14, 2024
Hi @colinwitt Thanks for your reply. I am happy to test with the calculation, but I still do not see where I should create these fields. I mi...read more
Solved
BK-EP on August 13, 2024
Deal costs and margin
Hi there, We are an event agency and we recently joined Hubspot to improve our sales process and track our opportunities. We normally use Xero for our quotes and invoices and we were happy to see that Hubspot offers quote and invoice customisation read more
Reply Discussion Deals
0 upvote
2 Replies
BK-EP
Participant
August 14, 2024
Hi @colinwitt Thanks for your reply. I am happy to test with the calculation, but I still do not see where I should create these fields. I mi...read more
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
622 upvotes
190 Replies
BK-EP
Participant
February 01, 2024
This would be super helpful so we can get enquiries directly through the form
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