Creating a deal-like entity in Hubspot
HubSpot
Log in to leave a comment or
Sign Up for FreeRead next
-
HubSpot Workflows Update: subfolders & viewsPost
Hey HubSpotters, As Kyle Jepson says, "it's the little things, right?"If you've got a lot of workflows to manage, you're gonna want to opt into this beta for PRO subscribers and higher. Folders and SubfoldersFolders and subfolders have a new Folders tab on the right side of your workflow list. Simply drag and drop your workflows in and out of the appropriate folder. Workflow ViewsGroup specific workflows together that match a specific filter you've set up. These custom views can also be shared with other teams (or simply keep them to yourself). Go to your account menu, click "Product Updates" then under Early Access, select Betas. As of today, this public beta is at the top of the list. Quick question: I'd love to know how many workflows you are currently managing - let us know in the comments - who has the most???
Will Smith
-
For the Sales Pro...everything in one place.Post
UPDATE: The HubSpot Knowledge Base article on how to use the prospecting workspace is now fixed. Access it here.
Will Smith
-
ChatSpot Gets A Makeover.Post
Hey HubSpotters, If the initial excitement of ChatSpot.ai has dissipated and you haven't logged in recently - this week is the week to log in and explore. Don't worry, you aren't lost, ChatSpot got a UX makeover and it is easier to navigate, segment, and save your favorite prompts. I especially like the suggested prompts, as it save you time and brainpower when trying to devise the most successful prompt. Also included in this update are better company funding insights, powered by public data. This saves you time when doing market research, customer research, and prospecting. Check out the full details in this ChatSpot update. You are encouraged to check out the video, especially if you're uncertain about the new navigation. Happy Chatting!
Will Smith
-
Solved! Book Meetings on Behalf of Other UsersPost
Hey HubSpotters, This public beta is BIG for sales teams. Finally, HubSpot has solved the challenge where BDRs/SDRs need to book meetings for AEs - essentially, allowing someone else to book a meeting for you. SET IT UP: Users must be in a Sales Hub Professional or Enterprise portal. Users must also have a paid seat for this feature. Users must have a connected calendar. The "Calendar Sync" setting must be enabled.Go to Settings > General > Calendar From the contact record, click "schedule a meeting" - there is now a "host" field that defaults to the current person BUT can now be changed via the dropdown. NOTE: Organizers are not added as attendees. If you are not hosting, but still want to attend, be sure to add yourself via the Attendees dropdown with any other folks who need to attend. What about reports?To get a report on this - run a meeting activities report using "created by" and "assigned to" filters. Enjoy this public beta and have a great week!
Will Smith
-
Add conditional logic to create record form [BETA]Post
Hey HubSpotters, This new BETA that is now available looks pretty handy when you're manually creating contact, company, deals, tickets and custom objects in HubSpot - giving you another level of customization for your team. Once you are opted in, this BETA changes the user interface a bit, so check out this KB article as well as this loom for full details. Let everyone know in the comments how you are utilizing this for your team. Thanks and enjoy!
Will Smith
-
Minor ChatSpot Updates with Major IMPACTPost
Hey HubSpotters, HubSpot is all in when it comes to ChatSpot and it seems Dharmesh and his team are providing weekly updates to the changes they have made. This week, keyword research just got a little easier with the prompt: "show me keywords that HubSpot.com ranks for".Because the prompt doesn't include either Paid or Organic, ChatSpot would have previously shown an error. NOW, ChatSpot will show you both organic and paid within one table, making it much easier to do industry research and get the results you need.A few other improvements that are highlighted this week: Improved UI for text wrapping: Now, our text editor is more responsive, making it easier to read and edit longer prompts such as tweets or blog posts. Enhanced email campaign performance analysis: We've added unique opens, open rate as a percentage, and click-through rate as a percentage to provide you with more impactful data. New parameter guidance: To reduce errors and make it even easier for you to get the data you need, we've added a parameters modal for specifying inputs in suggested prompts. AI development is moving at lightning speed, with new tools and advancements coming out everyday. Thankfully, HubSpot has provided a single place to get the latest improvements to ChatSpot. Stay tuned for more!Don't forget, if you have a favorite prompt that you find extremely useful, please share it with the rest of the group in this post. Have a great week.
Will Smith
Zero dollar amounts for deals are currently not possible in HubSpot. (upvote the idea in the community here).
It sounds like your goal is to use Sequences and Campaigns that are possibly triggered by a deal event, such as reaching a certain stage. My interpretation is that sequences and campaigns are generally associated with a specific contact or company, as you are sending marketing assets/materials to a person who works at a specific company. I may need more context here, but using a deal may not be the best approach, rather, using the association with a contact and a company to enroll in sequences and use campaigns to track progress.
If you're looking to track the amount of points or hours to be displayed on a deal, creating a custom property would be the best way to go. This would then be trackable whenever it is adjusted or changed in the contact or company activity timeline.