In this video, we walk you through how to create a deal stage evaluation report from your Stack account, in your HubSpot account. Explainer video by Stack Co-Founder Alex: https://player.vimeo.com/video/551388431?app_id=122963 Step 1: Log in to HubSpot and click on the Reports dropdown menu, select dashboard and then click create report. Step 2: Select “build new …
How To: HubSpot Custom Reporting (Overdue Deals Dashboard) Read More »
Step 1: Go to “Deals” in HubSpot and select the Pipeline you are mapping in Stack Step 2: Click on “More filters” and then under “Deal properties” type in “Stack” to see 4 new deal properties Step 3: Select “Stack Deal Stage Evaluation” and then scroll down and select is any of “Overdue” …
How To: Identify “Overdue” Deals with Pipeline Deal Filter Read More »
3 min read The changing sales landscape continues to demand a need for a smarter sales toolkit. With a move to more remote working and the fact that the world is solving more problems with technology, your sales toolkit needs to become more powerful by the day to stay afloat. This integration is one of …
How To: Optimize My HubSpot and Stack Integration Read More »
Step 1: Log in to Stack and click on the sales cycle card Step 2: Create your sales cycle in Stack from scratch or from a pre-determined template Step 3: Ensure that your sales cycle title and stage names match between Stack & HubSpot. a) To edit them in Stack: Click on the sales cycle …
How To: Get Data Flowing Between HubSpot and Stack Read More »
In this guide we show you how easy it is to connect Stack with HubSpot in just 7 simple steps. Step 1: Log in to Stack here Step 2: Once you have logged in, click on the Stack menu drop down on the top right-hand side of your screen and click “account settings”. …
