HubSpot Community

Moving/Exporting Overflow Contacts
- Hi, We're running a lead magnet campaign that's successful - but it's also filling up our HS allocated marketing contacts pretty quickly. Is there a best practice for migratging these contact to another automation program? I was thinking of ad ...read more
Upload portal to request sensitive documents??
- Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with ...read more
Owner change notification
- Is there a way I can set up a workflow that will notify the previous owner if someone changes the owner of a contact? E.G. Adam owns HubSpot Ltd. Jason changes it so Jason owns HubSpot Ltd. Adam receives a notification showing that HubSpot Ltd h ...read more
Import HTML or formatted rich text into a custom richtext field for contacts
- Hello, does anybody have an idea how to import richtext or html from an external source into the company or contact Module. We have 2 Info Fields in HTML/Richtext in our existing crm and want to transfer the content to our new hubsport account Th ...read more
Sales ops - Pipeline - The importance of deep diving into the operation to build the best pipeline.
- Sales ops: Pipeline The importance of deep diving into the operation to build the best pipeline. By reading the book The Sales Development playbook: build repeatable pipeline and accelerate growth with inside sales I conclude ...read more

Case Study 📖 Embracing first-party data: 3 success stories from HubSpot
- With the evolving consumer privacy landscape and the emergence of data privacy laws such as GDPR and other laws and regulations coming into effect, it’s more important than ever for marketers to focus on how they collect and use first-party data. ...read more
Replacing one workflow with another and retaining contacts in the old workflow
- Does anyone know best practise for replacing an old workflow with a new one where contacts enrolled in the original aren't lost until they complete the workflow? Will deleting the triggers in the old workflow remove the contacts? Thanks ...read more
How to find out which marketing tool suits the brand?
- Hi Hubspotters! As far as I have learnt about SEO and other marketing tools, through hubspot academy videos, & various other business owner's interviews and podcasts, I understood that there is no best way to do marketing. That 'Experie ...read more
Creating a form for an e-commerce
- Hello, everyone, I am writing to you because I would like some help in creating a form for an e-commerce. I should recreate on Hubspot the form you see in the attached screen; as you can see, being a form for an e-commerce, there are two forms: on ...read more
How to best share a video with my subscriber base
- Hi, We just created a short video clip we'd like to share with our subscribers via an email blast. What is the best practice to do so: insert a link to the file on Hubspot or build a landing page with a video window and link from the email to this ...read more

Associate a reply to automated email with ticket
- Hello everyone, I'd like to find out whether this is possible and if so, how do I achieve this. We have a Form set up, which when submitted, creates a ticket and sends an automated email response to client via Workflow. Is it possible to ...read more
Convert duration data type
- Hello everyone, I tried to export the "Time to close" property which is the amount of time from the ticket create date to the ticket end date to the CSV file (picture one). Picture 1 Instead of getting the duration of time like the f ...read more
Mail to creator of tickets
- Hi guys, I'm facing one issue I can't sort it out. I'm setting our HubSpot with an Help Desk pipeline: when an user has a problem and he want our help desk fix it, he send a mail to a certain address. Hubspot, automatically, creates a ticke ...read more
Pop-up while chat conversation
- Hey, I'm trying to figure out if it's possible to send a message that will pop up while chatting. instead of asking for feedback on chat messages that require the user to stay connected and actually answer me, I want it to be a pop-up - easier to ...read more
How do I create field that sets up a unique identify number
- Hello, I'm trying to create a ticket property that creates unique Sequential ticket Numbers. The field ideally needs to be a mixture of letters and numbers for example: RMA-2021-001 RMA-2021-002 RMA-2021-003 RMA-2021-004 I c ...read more

Calculate how long a ticket doesn't move
- Hi everyone, I'm looking for some help to create a dashboard. My goal is to monitor the average amount of time a ticket is in the "Standby" case in my Ops flow. I created a propertie to calculate the time between the last activity and the next a ...read more
Randomizing the final outcome of a workflow
- Hi all, New to Hubspot, wondering if someone could help me. Want to A/B test the MQLs. 20% going to further nurture.. and 80% going to Sales. Is there anyway this is possible? Coming from Marketo I can random in the live workflow. Does that exis ...read more
Text to Value
- Hi, Using Ops Hub to transform some incoming string data (in a text field) like: "25% increase" "-10% decrease" I can easily use the replace function to strip the " % increase" and " % decrease" text to create data "25" and "10" But ...read more
Showing sum of 2 pipelines
- Hi! I was wondering if there was a way to create a report showing the total amout of all closed won deals from 2 different pipelines? I want to be able to show the total ARR from 2 separate pipelines, instead of showing the amounts per pipeline ...read more
How do I get my EXISTING QBO items sync over to Hubspot Products?
- I just turned on the product sync between QBO and HubSpot. I realize that it will only sync newly created or updated QBO items. It is crazy amount of work to go into every QBO item and just do a minor update to trigger a sync. Is there a way to ...read more

[CLOSED] Exclusive CMS Hub AMA Nov 14 - 18 | Website Migrations
- Hey HubSpot Community, My name is Patrick Eng and I’m a member of the Onboarding Scale Team at HubSpot. Throughout this week, we’ll be running an Ask Me Anything (AMA) that will answer all of your website migration questions. Have you ever wa ...read more
Migration guide — Migrate an API key integration to a private app
- Hey, HubSpot Developers! There are plenty of questions about the upcoming sunset and how to migrate your apps using API keys to use Private Apps. Luckily, our amazing team put together this guide, Migrate an API key integration to a private a ...read more
HubDB vs Custom Object - Best scenario option?
- I wanted to get some opinions on which direction to go based on a custom project scenario we have. First, a little background... Phase 1 - Created a dashboard webpage that is set to "private - registration required" and displays data from a ...read more
Anything you want to learn about as a HubSpot Developer?
- tl;dr -- Submit this form to add suggestions for additional how-to content Happy New Year, everyone! I am sure you all are easily sticking to your resolutions 😜 We have this fellow named @AJLaPorte from the HubSpot Developer A ...read more
Lessons Learned from Setting up a Reverse Proxy With HubSpot CMS (includes sample nginx config!)
- Note: The purpose of this post is to share lessons learned about setting up a reverse proxy with HubSpot CMS Enterprise. If you have experience, we invite you to share on this thread! HubSpot CMS Enterprise allows for content to be served t ...read more

【クイック動画解説③】HubSpotアカウントにユーザーを追加する
- 皆さんこんにちは、HubSpotアカデミーインバウンドプロフェッサーの金城ステファニーです。今回の記事では、HubSpotアカウントに新しくユーザーを追加する方法を紹介します。個別に追加することも、CSVファイルをインポートして複数人を一括で追加することもできます。早速チームメンバーを追加して、色々な機能を使って見てください！この動画が含まれているアカデミー認定コースはこちらから過去のクイック動画解説はこちら ...read more
idP(Auth0)認証とカスタマーポータルが認識するユーザーについて
- LIG吉田です。 Auth0認証→カスタマーポータルで発生した課題（弊社としては問題）及び解決策について共有させていただきます。自社Webシステム（Auth0認証）から、カスタマーポータルへSSOを使った遷移にて、カスタマーポータルが最初に認識したSSOユーザー（初回接続ユーザー）の情報を保持し続けるようです（仕様のようですが）。カスタマーポータルページの「ログアウト」を呼び出せば、「次の認証ユーザーの情報を表示する（認識する）」ことができますが、「自社システムの一 ...read more
⭐ Tip del día por: Daniel Ortega y Omar Velandia
- Aunque no hay una opción en los workflows para añadir una CC o CCO a un correo electrónico automatizado, aquí hay una solución que podría ayudar, y es añadir otra acción justo debajo para enviar el mismo correo electrónico, pero como un co ...read more
WhatsApp-Integration von HubSpot
- Was ist neu? Die WhatsApp-Integration von HubSpot ist jetzt verfügbar! Mit über zwei Milliarden monatlich aktiven Nutzenden ist WhatsApp die weltweit beliebteste Messaging-Plattform. Mit der WhatsApp-Integration von HubSpo ...read more
Case Study 📖 Embracing first-party data: 3 success stories from HubSpot
- With the evolving consumer privacy landscape and the emergence of data privacy laws such as GDPR and other laws and regulations coming into effect, it’s more important than ever for marketers to focus on how they collect and use first-party data. ...read more

Community Spotlight

Community Champion of the month

@marykashima

Meet the Champion of the month: November 2022

Hi Community, I’m happy to announce our Champion of the Month for November 2022 is… 2022年11月の月間チャンピオンを発表します... @marykashima Mary has been a Community Champion since February 2021, sharing her knowledge mostly in the Japanese forums, active in pretty much all the boards in the Japanese community ! Maryさんは2021年2月からコミュニティー・チャンピオンとして、主に日本語のフォーラムで知識を共有...