I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.
I would love the contacts to automatically be added when a company is attached to a deal so that
1. It read more
I am a member of a three-person marketing team. We would like to start using the Hubspot calendar for planning purposes. Once each of us enters our tasks in the calendar, is there a way to filter based on our names (as well as tasks)? For example, p read more
Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an i read more
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, read more
How can I automate enrolling a contact into a sequence? I would like to automate enrolling a contact into a sequence. Could this be done with Zapier or Automate.io? i.e. Using an email or Google Sheets row as a trigger to enroll the Hubspot read more