HubSpot Community

Listing sales activities by Hubspot User (Agent)
- In our "Old Tool" (i.e. the one we had before Hubspot) we could list all sales activities of a given type (i.e. Sales Meetings) for any Agent or Team, and then drill down by clicking on the activity, to get back to the particular client / meeting. ...read more
How to encourage users to connect their inboxes
- We have recently begun showing our sales team how to connect their inboxes and calendars within HubSpot to help them share content, snippets etc and link to existing contacts to help add benefits to their interactions and increase efficiency. H ...read more
Workflow centering Custom Objects and Date Properties
- So I have a music school with students having their own custom object. We have 12 date properties that need to trigger email notification on the date chosen. Workflows don't support Custom Object Date Properties type for the Enrollment Trig ...read more
Best way to log in email activity in the CRM
- Hi guys, New Sales Hub user here. I'm currently trying to figure out what is the best way to log in contact's email activity in the CRM. Basically, my goal is to have a cohesive view of all email conversations tied to a particular contact. We ha ...read more
How to Succeed with Payments in Forms
- Accept payments once their customers fill out a form, plus capture leads and track payments all on one platform with the payments in forms feature for HubSpot Payments . How does it work? When a visitor submits the form, the visit ...read more

Understanding what happens when contact unsubscribes
- We raise money for hedge fund managers. We create a new list for each project. The sales cycle might be 6 to 18 months with monthly contact (monthly performance data). Can someone help me understand what happens when a contact unsubscribes from one ...read more
Connecting Leads with existing companies via email domain
- Hello! I'm trying to figure out a way to recognize when an existing customer comes in as a 'new lead' by leveraging the email domain they use. For example, let's say Company ABC is a customer and we have many contacts in our database that w ...read more
Custom Report Builder - Marketing Email Reporting
- Hi team, I'm farly new using HubSpot and I have been exploring the reporting functonality. I have some custom reports built but none close to what I would like to see. Basically I would like to create a Report where I can see the total amount ...read more
internal email notification vs. internal marketing email
- Hi, I was building a sequenece and I saw these two options: internal email notification vs. internal marketing email What is the different bewteen the two? Thank you! ...read more
The Stages a Customer Goes Through to Decide on a Product
- Bad storytelling can ruin even the best content strategy and dissuade customers. To ensure you tell a good story, you must first understand the mind of your audience and the customers that will be reading your work. The first stage in this decis ...read more

Best way to do automated support followup
- Hi, Let's say i want to send an automated email after 24 hours if customer didn't respond to a support email. Should i use ; marketing emails and define their status as marketing contacts? Or what is the best automation to use there? mar ...read more
Frond End & Back End Companies / Deals Management Question
- Looking for solutions for a two-way operation, and feedback/suggestions are much appreciated. On one side we have the "front end" companies that provide a certain service. "The Deal" is closed once the company signs up with us, and we become their ...read more
Specific knowledgebase article on specific page via chatflow
- We have a specific page in our web app where we want to surface a specific Knowledgebase article in the chat widget, to help our users more easily navigate this part of our service, and minimise support interactions. I've found how to design a c ...read more
Managing Tasks and Tickets
- I want to confirm that I am able to create free users from our instance and confirm they can view and complete tasks assigned to them directly. I know that accessing tasks in a queue does depend on a Professional or Enterprise license. I also want t ...read more
Automatic assignment of ticket to team member based upon category
- I have created a team to receive notifications of when a particular form is submitted. The form has multiple categories and would like to assign the ticket to the team member for a particular category. Any suggestions? ...read more

How to Implement the RevOps Framework
- Our team put together a comprehensive guide on how to implement the RevOps framework in 5 simple steps. Here's an outline of the topics covered: 1. What is Revenue Operations? Revenue Operations (RevOps) is a B2B fun ...read more
Bulk removal of dates
- Hi, I'm attempting to clear out a number of dates that were added by mistake. Some of our deals should have an empty custom date field and I'm trying to remove these in bulk. Has anyone found a way to clear out data from a field through an impor ...read more
Syncing Pipedrive to HubSpot
- Hello! I am looking to sync several deal properites from Pipedrive to HubSpot. The one giving me the most issues is the "Deal owner" property that's native to HubSpot. It appears that the Pipedrive "deal owner name" field doesn't want to sync wi ...read more
Linking Properties
- Hopefully I am posting this in the right group. 🙂 Are the any experts out there that have a hack for this scenario? We have a file being uploaded nightly into Hubspot with these two properties. We don't have the ability to easily modify this ...read more
SDR/AE Prospecting & Lead Management Process?
- Marketing “oldie” but SDR/AE process newbie here. I'm working on re-vamping our lead management process and am wondering if anyone out there would be willing to share their advice and/or how they do it. Here's some context: We're a super sma ...read more

Announcement: HubSpot.Extend() — Coming October 27th, 2022
- HubSpot.Extend() Knock the crumbs out of your mechanical keyboard and fire up that third monitor. HubSpot’s flagship conference built for developers is coming October 27th. Register here 🧡 Whether you’re new to the HubSpot developer ...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
append info instead of overwriting
- Hi everybody, hope everythings going well! This is my situacion, Im sending lead info from my webpage to hubspot using python. the thing is, some properties doesnt need to be overwrited. E.g. someone is looking product in my website, so he sen ...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

‌🎥‌ Video: HubSpot Community at INBOUND22 (Tips from our champions)
- Hey Community, Happy Wednesday! W ho is missing INBOUND22 and is already excited for INBOUND23? Half of our Community team was there, meeting our champions, and gathering all the feedback. We hear you, we see you 💛 I wanted to ...read more
Access On-Demand Content from INBOUND 2022
- Hey Community, Thank you so much for attending INBOUND 2022! We hope you enjoyed your in-person or digital experience and came back with actionable takeaways 🙂 Did you miss an INBOUND 2022 session due to time constraints o ...read more
INBOUND22: HubSpot Product Spotlight
- Hey Community! Are you curious about what is launching for HubSpot this month? As humans, we crave real connections, whether it's a friendship, making a connection with someone at a coffee shop or an online forum, or feeling connected wi ...read more
My Experience Of INBOUND 22
- Hope I'm not too late to share this post. 😅 So what is this thread about? This post is about my experience of attending the most informational, enjoyable, and amazing event of the year - INBOUND 2022. First of all, it felt re ...read more
INBOUND22: Why Community Matters Now More Than Ever With HubSpot Co-Founder Dharmesh Shah
- Hey Community! Last week the Community was mentioned by our Co-Founder Dharmesh Shah, phrases like: "When I discovered the Community I never looked back, it's the only place I felt I fit in" "When I think of the community I think ...read more

Community Spotlight

Community Champion of the month

@Jnix284

Meet the Champion of the month: September 2022

Hi Community, I’m happy to announce our Champion of the Month for September 2022 is… @Jnix284 Jennifer has been in the Community since April 2022 sharing her knowledge in the forums, mostly in the CRM & Sales Hub, Marketing Hub, and HubSpot CMS spaces, but also in the Content Strategy & SEO study group. What makes Jennifer our Com...