Tracking Multiple Companies’ Individual Progression Within the Same Deal
We have deals where multiple companies are essentially “bidding” on the same acquisition. Each company progresses through its own set of stages within that one deal. Is there a way in HubSpot to track each associated company’s individual progression…
Quarter Comparison Reports
Hello,I’m trying to generate a comparison for Quarters 1 through 3, but the report currently only displays data for two quarters. Could you please assist with adjusting the view or let me know if there’s a way to include all three…
Goal report
Hello HubSpot Community, i want to set the goal by team and person, for example, a team should have 5 customers as goal, and there 5 persons in the team, so each one should have 1 customer Goal. similar below:after setted…
Reduce Deal amount based on associated deals
I want to create a master Deal (stays in Recon) example $100,000If a Closed-Won deal gets created and associated to this Deal for $25,000 I want to reduce the amount of the Master Deal to be $75000 Is this possible with…
Create rule for discount coupon on line item
Hi everyone, how are you? I have a few questions: Is it possible to create a rule for a discount coupon on a line item/product? The idea is that there will be several coupons, and each coupon will have a…
Easy Ways to Cut Down Videos for Social Media Success
To achieve success on social media, you need to cut down your videos effectively. Start by pinpointing key moments that will resonate with your audience. Focus on creating engaging hooks within the first few seconds, as this will grab attention….
(offering) Fractional Chief Revenue Officer (CRO) – HubSpot Growth Strategy for CEOs & Owners
Are you a business owner or CEO wearing too many hats?If you’re spending your days buried in sales reports, marketing dashboards, and operational firefighting instead of working on high-level growth strategy, it’s time to unload that workload.Atlantic DevOps offers Fractional…
5 Proven Strategies for Achieving Company Growth
To achieve sustainable growth for your company, you need to focus on five proven strategies. Start by defining a clear vision and setting SMART goals that guide your efforts. Next, identify your core customers and tailor your offerings to meet…
Is there a way to automate creating HubSpot email templates from raw HTML generated by Unlayer?
Hi everyone,I’m using Unlayer’s template builder to create marketing email templates, which outputs raw HTML. I want to automate the process of saving this raw HTML as a HubSpot email template.From what I’ve researched, HubSpot doesn’t seem to provide a…
Prakash Hinduja (India) How do I use third-party APIs within HubSpot CRM workflows?
Hi everyone, I am Prakash Hinduja Visionary Financial Strategist, born in Amritsar (India) and now resides in Geneva, Switzerland ( Swiss ) I am looking to integrate third-party APIs within HubSpot CRM workflows and would love to hear how you approach this. If you have…