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HubDoPete
Top Contributor | Gold Partner
Top Contributor | Gold Partner
Member since ‎May 25, 2017
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  • solutions
    19
  • Replies
    55
  • Upvotes Given
    69
  • 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

Solved
LuisaBortoli on April 20, 2022
How do you categorize communications sent to customers?
Hey guys, nice to meet you! Pleasure, I'm Luisa and I work with Customer Marketing at Qulture.Rocks! Giving a little context, as we grew, the number of touchpoints we have with customers also increased, this is because we started to launch more pr read more
Reply Discussion best practices Connected Email Conversations Marketing Marketing Email
0 upvote
3 Replies
Olivia_Bagnall
Guide | Platinum Partner
April 21, 2022 08:58
@LuisaBortoli Hi Luisa! I agree with Pete that email subscription types and custom call/meeting types are the way to go. You could also come up ...read more
RTanner on April 20, 2022
Multiple Line Items for Zapier
I'm working on an automation via Zapier where once a deal has entered "x" stage, a draft order is created in Shopify. I'm almost there except for one thing - this only works for single-line items. As soon as there are multiple line items assoc read more
Reply Discussion
0 upvote
3 Replies
RTanner
Participant
April 26, 2022 12:23
Hi Pete, Thanks for this! I've done a bit of testing, and so far no luck. I'll try it a couple more times to see if I can get this to work an...read more
mbarba on February 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Revenue Operations Study Group! One of the best ways to learn RevOps is by implementing strategies and sharing ideas with ot read more
Reply Discussion Revenue Operations Certification
24 upvotes
158 Replies
Grant_T
Member
May 24, 2022 18:15
My name is Grant and I am a consultant to the supply chain and logistics sector. I am keen to learn about RevOps and the role it plays in helping bus...read more
RHoran on March 28, 2022
How can I create a task, ticket, or Jira issue when a deal reaches a certain stage?
When a deal hits a particular stage, we need a task to perform certain actions. We are big on Jira, so naturally, we use Jira to track these tasks. We use Zapier to create a Jira issue when a deal hits this stage in my current environment. Zap read more
Reply Discussion Integrations Tasks Tickets
1 upvote
5 Replies
himanshurauthan
Recognized Expert | Diamond Partner
April 03, 2022 23:28
Oh! okay here's the correct link: https://app.hubspot.com/ecosystem/marketplace/apps/productivity/project-management/asana But as you said ...read more
Solved
user999 on March 08, 2022
Don't want to associate activity with dead deals (lost deals)
Does anyone know how to do this: We practice reaching out to our leads even if the deal is lost to nurture them. However, we don't want a dead deal to get automatically associated with the email. The Salespeople aren't always consciously ch read more
Reply Discussion
0 upvote
2 Replies
HubDoPete
Top Contributor | Gold Partner
March 10, 2022 00:06
Hi @user999 I recommend you 'detach' your dead deals. One way (although I am sure not the only way) is to create a few deal properties...read more
CGoodwinOlsen on March 01, 2022
How to track discounts and special agreements?
We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t read more
Reply Discussion Admin best practices Billing Companies CRM Custom Objects Deals Developer Enterprise Lists Sales Service Tickets
0 upvote
4 Replies
Mike_Eastwood
Key Advisor | Gold Partner
March 02, 2022 16:18
Hi @CGoodwinOlsen Sorry for the short post – we just set up Recurring Revenue Pipeline for another customer, sounds like it's a good fit f...read more
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