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Custom Quote with Fee based pricing
- We are struggling as we try to figure out how we can use the quote feauture within Hubspot. Our pricing is not neceasirilly per unit based (product price x unit price) etc.. Ours is fee based so simialr to how one might price for merchant services ...read more
Using LifeCycleStage Values for Calculated Properties
- Hi, I'm creating a Calculated Property called "Customer/Lead", which I want to be a formula like this one: If ((LifeCycleStage == "Customer"), "Customer", "Lead") Basically what I'm trying to do is to use that field to build a report of the dif ...read more
Lead Source tracking with specific conversion events
- Hey there! I'm a HubSpot newbie looking for some best practices around lead source tracking. I'm interested in analyzing the source information that drove users to high-converting actions, either filling out a sales form or starting a trial. The ...read more
Strategies To Success By Use AI
- Hey Hubspot Community! Any one know h ow can we find new customers more effectively using AI? Warm regards, Sam ...read more
Sales Report Question Regarding Activities and CRM Properties
- Hello community, I would like to create a sales report that contains dates, contacts, leads, owners, calls, tasks etc., but I only want to display the data from October and November, and the report shows me all the months of the year, ¿Can somebod ...read more

Report on contacts who filled out the form
- Hi there I want to create a custom report that would show in a table all the contacts who submitted a specific form for a given period of time (For example, the last week) and date of the submission. But unfortunately I wasn't able to find out with ...read more
Active List that shows people who clicked a link in an email in last 24 hours
- Hey all, Have hit a bit of a roadblock trying to work out how to build a list that shows everyone who has clicked on a link in a url in a marketing email that contains a specific string in the last 24 hours. Am i being too ambitious trying to ...read more
Form Submission UTM reports for campaigns
- Hello, I'd like to be able to pull a UTM report per Marketing Campaign to see where the form fills are coming from. I use UTMs on all outreach and I need to know which UTMs are driving form fills. Right Now I can only see which UTM is crea ...read more
Workflow Using Properties from Two Objects
- We are trying to create a workflow that makes use of two (2) objects: Contacts Licenses (a custom object) The purpose of this workflow is to send emails to contacts based on the Expiration Date of their associated License (License custom obj ...read more
I would like to create a workflow trigger for a sequence for Customer Success
- I am trying to create a workflow that triggers based on the Customer Success stage of a company. For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the o ...read more

Managing Support in the Inbox
- We're into the 2nd month of using Hubspot service and the inbox for managing support. It's going ok, but one of the challenges seems to be managing the volume of responses alongside new queries and when to chase things up (we're managing the ticket ...read more
How to document and provide a ticket solution to client
- Dear Community, I´d like to understand what is the best way to communicate and document a solution for a ticket. We use the ticket-function from Hubspot, so customers can create support related tickets. "I.e. my desktopscreen is black, what sh ...read more
Question about 'Blackout Hours' & Scheduled Automated Emails
- Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp ...read more
Chatflows setup checking if user is in the database first
- How do you set up the chatflows so that it checks if a user chatting is an existing Contact (ie. via email address provided)? Objective is to send two different responses to a new user and if the user is a known contact, based on the email addr ...read more
Following conversation on customer portal
- I've noticed that on the customer portal, I can access a view of ongoing tickets and communicate with support from this area. However, I haven't found any way to respond to ongoing tickets directly from HubSpot. The only available method seems to be ...read more

Contact Setup Question
- Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer market ...read more
How to notify contact owner when deal owner is someone else?
- Hello, I've received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborator and contact owner to dea ...read more
Calculating NRR
- Hey team, I figured out how to dynamically track Net Revenue Retention / team members as a percentage via custom code. The only problem is that to get it accurate at a company level, I need to divide the sum of all NRRs by the total amount of de ...read more
Sending WhatsApp messages
- Hi folks! Which tool do you recommend for sending WhatsApp messages through the HubSpot workflow? I need one that can have different inboxes for teams (sales, customer success, etc.). What do you recommend? ...read more
Trying to find a way to bulk create custom object records based on other custom objects
- Hey all. I have a unique use-case. We are a B2C home service company. We use Contacts to represent homeowners, and possibly their spouse (a separate contact). We use deals to track new revenue opportunities We use tickets for service requests ...read more

Custom Equation: Amount / Time Between
- Hi, Part of our business is selling services. I'd like to create a new Deal Property that gets its value from a calculation. In two deal properties we set 'Start Date' and 'End Date' . This allows for a quick (and correct) return for 'Proje ...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

🎥 The INBOUND 2023 Conference Unveiled
- Couldn't make it to INBOUND 2023? No problem! Join our exclusive live session to get the inside scoop on all game-changing insights from the conference. 👉🏼 GRAB YOUR SPOT HERE 👈🏼 21st of September | ...read more
Curated Agendas for INBOUND 2023
- Hey Community, INBOUND is less than 2 weeks away! Have you started putting your agenda together? During INBOUND 2023, you can expect insightful sessions on must-know trends and practices crucial to your work while keeping customers at ...read more
Join us on YouTube for INBOUND 2023 Daily Livestreams
- Hey Community, We are aware that not everyone attend INBOUND in-person due to a variety of reasons. For this reason, HubSpot's INBOUND team will be live-streaming Main Stage across the 3-days, including all Spotlight and What's Nex ...read more
Are you attending INBOUND 2023 in Boston or watching the livestream? Introduce yourself here.
- Hey Community! In preparation for ( September 5-8 at the Boston Convention Center and Main Stage Spotlight and What’s Next speakers and programming through HubSpot's YouTube free livestream ) , we’ve created this board dedicated t ...read more
Blog: 10 Ways To Improve Your Mental Health While Attending INBOUND.
- Hello Community, INBOUND is a fun event and a great way to network. That said, any large business event can be stressful between traveling and finding time to recharge. We want to share our INBOUND blog post about 10 ways to i ...read more

Community Spotlight

@TomM2

Meet the Champion of the month: September 2023

Hello Community! I am thrilled to announce our Champion of the Month for September 2023: Tom Mahon 🎉 @TomM2 Let's all give a round of applause to Tom for his outstanding contributions to our Community 👏 👏 👏 What makes Tom our Community Champion of the Month? Since joining the HubSpot Community in 2019, Tom...