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Custom 'Create Deal' Form for Different Sales Pipelines
- Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli ...read more
CRM Custom Objects
- Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on dow ...read more
Create a tags or groups
- Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. ...read more
How can you access Associated Companies in Reports or Workflows?
- We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) ...read more
Reporting on Average Time in Lifecycle Stage
- Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average T ...read more

Landing Pages: Forms and limited customizability templates
- Hi! Thank you to everyone for helping in advance! Our org recently upgraded to CMS Hub and Marketing Hub Professional and we were excited for the easy drag-and-drop landing page building opportunities. We've run into two primary issues. ...read more
Setting up Subdomains in Hubspot for Outreach?
- We use Hubspot's sequencing ability for our outreach. In order to assure we are not putting our main domain at risk with email deliverability issues, we are considering setting up subdomains for our BDRs to quarantine certain outreach. Have other fo ...read more
Embed unique identifier on mktg email
- Solve this problem first for 100 points: I have a Ticket related to client X. When the ticket moves to a certain status, a marketing email is sent through a workflow. The marketing email includes a link to an external form that client X ne ...read more
Email smart module customisation
- I have an email that will change depending on which list the contact is a member of which has been easy and works a treat. However, I have run into an issue where the contact could be a member of multiple lists and so the smart module may not choose ...read more
Hubspot Score for Multiple Webinar Sign-Ups
- Hi there, for our Hubspot Lead Scoring, we want to give points to prospects who sign up and attend our Zoom webinars. For every additional webinar they sign up to and attend (two different events), they should receive extra points. Is there a way ...read more

Linking calls on a ticket to a deal
- Hey folks. All our tickets are linked to an associated deal, on a one-to-one relationship. When I log a call on a ticket, I would like it so that the call is also associated with the deal. This way we dont have to go hunting for information. ...read more
Categories for Service tickets
- So I am not new to hubspot I have implemented a number of solutions using CRM, CMS and Marketing for other companies before. I am now in a new company and was pleased to see they are already using hubspot when I arrived. They currently use it for ...read more
Why do associated conversations stay open when tickets are closed?
- We are noticing that the conversation connected to a ticket has to be manually closed. Is there an automated way to do this? ...read more
HS created ticket Vs Customer portal ticket
- Hi all Agin new in HS and I could not find an answer in the community forum. In some cases, customers are sending an email to our support address. 1. I want to set an automatic ticket creation out of that, How 2. Will HS recognize the customer ...read more
Conversation Owner - Accepting or Declining assignment.
- Hi I am not sure if this is the correct place to post this so let me know if I did not and I will move this post under the correct group->subgroup. We have a customer inquiry form connected as a channel under conversation. When a form sub ...read more

Way to add new names to a list?
- Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this t ...read more
Interactive ERD Tool
- Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be sim ...read more
Tracking pipeline over time... automatically
- Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture t ...read more
Sync contacts and activity across 20 portals
- Hi, I'm currently working on a PoC for syncing contacts and their activity across 20 HubSpot portals. I've already looked at make and Zapier, but I guess there is a cleaner way to do that. Any ideas? Best Aleks ...read more
Prospecting
- Hello RevOps folks!!! I am desperately looking for a way to help our BDRs to get prospects for outbound leads. What's the most efficient way for you? For instance, where can I get a list of all companies where I can then filtering on my prefer ...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

Stripe payment processing integration Beta feedback
- [Update as of Aug 30] The Stripe payment processing integration is now in Public Beta in the U.S.. Follow the documentation here to set it up. We expect to offer access to international users within the next two quarters. Please sign up fo ...read more
Looking to Generate invoices in Paypal from Hubspot Quotes
- Hello, My company is incorporated in Israel, which is not supported by Hubspot Payments or by Stripe, so we send most of our payment requests on Paypal so that people can easily pay by credit card. I'm struggling to find a seamless way to: - G ...read more
Generic payment link
- We use SAP B1 for invoice generation for the standar customers who place their sales orders directly (without generating payable quote). When we want to let them to pay directly via ACH or CC we create a custom payment link for the exact amount and ...read more
Work around for applying taxes to HubSpot payment?
- Anyone have a workaround for using HubSpot payments for products that are taxable? Are there any integration features with QuickBooks that can be leveraged for this? I saw a previous note from a HubSpot employee that adding taxes to HubSpot p ...read more
How to Grow Your Business with HubSpot Payments
- In 2022, HubSpot introduced a payments tool focused on helping you grow your eCommerce presence from within your CRM. Since then, the product team has been working behind the scenes to enhance this tool with new features and integrations, which wer ...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...