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HubDoPete
Top Contributor | Gold Partner
Top Contributor | Gold Partner
Member since ‎May 25, 2017
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  • solutions
    33
  • Replies
    87
  • Upvotes Given
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  • Upvotes Received
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Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

Activity

PHebert on February 01, 2023
Product Level Pipelines
Does anyone have a good way of creating product level pipelines and forecasts. We use the different pipelines as product families and our products sit under the appropriate family (pipeline), but we want to not just see the pipeline for the family read more
Reply Discussion SalesOps
3 upvotes
5 Replies
HubDoPete
Top Contributor | Gold Partner
February 03, 2023
Great suggestion Jacob, This is an interesting use of pipelines - to have them split out into product family pipelines. @PHebert it wou...read more
Solved
MHeyden on January 17, 2023
HubSpot <> Asana <> Hubspot
Is Asana the right tool? Is there a easy connection to: - transfer information from HubSpot (C3) to Asana - work on tasks in Asana - and transfer the information to a different HubSpot (C1)? Do I think right or is there any other bes read more
Reply Discussion Starter
0 upvote
7 Replies
HubDoPete
Top Contributor | Gold Partner
January 18, 2023
Hi MHeyden So if I read this right: "some" HubSpot tasks are to be replicated as Asana tasks and when complete, copy the completed task to a ...read more
Solved
JMayhew6 on January 11, 2023
Dealing with Variable Monthly Revenue From Customers
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, read more
Reply Discussion RevOps
1 upvote
6 Replies
HubDoPete
Top Contributor | Gold Partner
January 12, 2023
Thanks for expanding on that @JMayhew I don't think that solving the task of bringing the data into HubSpot is that likely to get you to your go...read more
Solved
JMayhew6 on January 11, 2023
Dealing with Variable Monthly Revenue From Customers
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, read more
Reply Discussion RevOps
1 upvote
6 Replies
HubDoPete
Top Contributor | Gold Partner
January 12, 2023
Thanks for expanding on that @JMayhew I don't think that solving the task of bringing the data into HubSpot is that likely to get you to your go...read more
Solved
Jayasri on December 27, 2022
How to send API emails to contact list
Hi! I'm trying to send emails to a contact list (a dynamic list) using any API method. Single-send looks like it only accepts one email address. SMTP could be, but I need to specify each email address, right? Or there is a way to indicate the conta read more
Reply Discussion Email
0 upvote
2 Replies
HubDoPete
Top Contributor | Gold Partner
January 06, 2023
Hi @Jayasri and thanks @TiphaineCuisset for the tag The send email APIs handle transactional emails so not really suited to your purpose of...read more
Solved
MarkusHue on November 30, 2021
Workflow Trigger based on line items properties
Hi, we are searching for triggers based on line items properties, but it seems, that there are at the moment not possibilties (not in deal based either contact based workflows). Do anybody have some insights on that for me? Many thanks for respons read more
Reply Discussion Workflows
5 upvotes
17 Replies
HubDoPete
Top Contributor | Gold Partner
December 20, 2022
Hi @JaKalfayan We solved this by creating a HubSpot App, with a Webhook to detect line_item changes. The webhook is instant so it can be u...read more
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