I have been bouncing between sales and mechanical engineering throughout my career. These two areas overlap at problem solving, and HubSpot has proven to be a great tool as we work our way through the sales and customer management process.
It would be great if playbooks could be formatted so that the sales rep can ask particular questions, select the drop-down options available and then the next fields would show or you could have 'progressive fields' that would show dependent on the read more
Here at HubSpot, we define Revenue Operations, or RevOps, as the people, processes, systems, and data that control how your business generates revenue.
That means that if you work at an organization that generates revenue, read more
1. Zach Byrnes, USA, Iowa 2. I believe RevOps is important because of its impact to the bottom line and to help leaders to see around the corners. I...read more
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work.
However, without good documentation, workflows quickly become a black hole of confusion and was read more
I have a slightly different idea that I think would truly support workflow documentation in the same spirit HubSpot typically provides solutions for ...read more
We're building a library of custom code actions so you can automate anything in HubSpot. What do you want to be able to automate? Submit your ideas in the comments below or upvote your favorite ideas, and we'll add them to our use case library read more
We are a SaaS company and when we close a deal, the line items on the deal will be 1 of 2 options. Those options are managed by properties, so it wou...read more
Currently, we can assign tasks to custom objects by manually creating them or by creating tasks in a custom object workflow. However, we are not able to create tasks associated too custom objects in the other object workflows nor are we able to view read more
Hello, I am creating a report using the Custom Report Builder. I'm using deal objects and a custom object. My goal is to display pipeline from left to right on the x-axis. I am unable to sorty my x-axis by the pipeline order. Zach
Hello Jon - Thanks for notifying me that this is available. However, upon trying to apply this feature, it does not seem to be working. I've submitte...read more
I'm very interested in the recent updates to forecasting sales, but we are not able to use it as it's currently set up. We are not focused on revenue yet, therefore, we only set goals for the sales team to sell SaaS. The forecasting functionality wo read more
Hello, I am creating a report using the Custom Report Builder. I'm using deal objects and a custom object. My goal is to display pipeline from left to right on the x-axis. I am unable to sorty my x-axis by the pipeline order. Zach
Hello Jon - Thanks for notifying me that this is available. However, upon trying to apply this feature, it does not seem to be working. I've submitte...read more
We have a custom object called Subscriptions , and we auto generate a subscription from a deal workflow during our customer onboarding process. The Subscriptions object is connected to our admin page through the HubSpot API, so the account data is read more
Hello, We are using the custom object functionality, and I stumbled on the ability to edit the displayed properities on our associated custom object card when viewing it from a different object type. See the attachment for an example. It wou read more
Currently, we can assign tasks to custom objects by manually creating them or by creating tasks in a custom object workflow. However, we are not able to create tasks associated too custom objects in the other object workflows nor are we able to view read more
My team is used to tracking their sales activity on a Line Chartagainst their goals which are linearly projected through the end of the month based on a monthly goal. Previously, the data would only populate up to today's date, but now it dispalys a read more
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//START END-USER CONFIGURATION
//------------------------------
//selectors for hover card triggers
var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
var params = (new URL(location.href)).searchParams;
var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
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var error = false;
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var thisUserLogin = '';
var userLink ='';
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var leaveTimer;
function mouseenter(Elem) {
var thisEl = Elem;
cardTimer = setTimeout(function(){
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var rightSide = false;
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else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
else{
var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
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var addAttr = thisEl.attr('aria-describedby',cardId);
var thisElTopOffset = Math.round(thisEl.offset().top+(thisEl.height()/2)+30);
var thisElbottomoffset = "auto";
var className = "";
var winHeight = $(window).height();
var elOffset = thisEl.offset();
var scrollTop = $(window).scrollTop();
var elementOffset = thisEl.offset().top;
var distanceTop = (elementOffset - scrollTop);
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cardId
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thisCard.removeClass('leftArrow');
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rightSide?thisCard.addClass('rightArrow'):thisCard.removeClass('rightArrow');
thisCard.delay(0).css({'top':(thisElTopOffset),'left':distanceLeft,'bottom':thisElbottomoffset}).fadeIn();
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var ajaxReturn = '';
//just in case
thisCard.remove();
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if(thisElTopOffset != "auto"){
topParam = 'px';
}
if(thisElbottomoffset != "auto"){
bottomparam = 'px';
}
var profileCardHtml = '';
$.when(
//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
}
})
)
.done(function(){
cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
if($('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length){
$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
}
})
.fail(function(){
//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
}
}, 360);
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function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
}
$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
}
});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
});
}
});
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var originalElementId;
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document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/";
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var name = cname + "=";
var decodedCookie = decodeURIComponent(document.cookie);
var ca = decodedCookie.split(';');
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while (c.charAt(0) == ' ') {
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