Just noting that there now appears to be a way to address this data request using Sales Email (+ Contacts) as the data sources in the report builder!...read more
This is super helpful Colin! Unfortunately the senders for these sequences are within Sales (outside the Marketing function), and it seems like the d...read more
Hi HubSpot Community! Is it possible to export a Contact's fully Activity list? Using the Report Builder with Activities as the data source, we cannot see key activies like "{{Contact}} opened {{email name}}", "{{Contact}} clicked {{CTA name}}". read more
Hi, I know there is a way to see the step-by-step performance of individual sequences (e.g., how many people replied or clicked at each step of a sequence). Is there anyway to see an agregated view of this across multiple sequences? E.g., read more
Thank you for this detailed feedback @Jaycee_Lewis ! I found that if I left the recurringbillingfrequency as blank in the API export, the Line ...read more
I had a similar problem as well. Here is what I did to solve it: First, to update the "Term Months" field on the Line Item using API, make your U...read more
"One-time" is a Billing Frequency option for users when adding Line Items on the frontend: However, one-time does not show up in the Properties view for Line Items: I am trying to create line items on a deal using the L read more
Hi HubSpot Community - My company bills annually for 12-month subscriptions; however, we frequently have a pro-rated period at the start of an agreement to align our billing cadence with the customer's fiscal year. For example, we may sign a con read more
Hi, My company is beginning to use the new Forecast capabilities within HubSpot to track how individual sellers are progressing vs. Goal (Quota). We are using the "Weighted Forecast Category" report under Sales --> Sales Analytics --> Wei read more
Hi HubSpot Community! Is it possible to export a Contact's fully Activity list? Using the Report Builder with Activities as the data source, we cannot see key activies like "{{Contact}} opened {{email name}}", "{{Contact}} clicked {{CTA name}}". read more
Hi, I know there is a way to see the step-by-step performance of individual sequences (e.g., how many people replied or clicked at each step of a sequence). Is there anyway to see an agregated view of this across multiple sequences? E.g., read more