HubSpot Community

Pulling a report that shows all contacts with primary and secondary company associated
- Hello, Recently I reached out to HubSpot Customer Service asking, how I can create either a view or a list that would show me contacts with both primary and secondary company associated. It turned out there is no way to do it. However, I foun ...read more
send greeting cards to contacts (birthdays, anniversaries)
- I am looking for either a Hubspot integration and/or workflow that can send graphical greeting cards based on the contact record's birthday. Ideally, I would like a solution that also offered other greeting cards (sympathy, new baby, etc.) that ...read more
Create Contacts
- Does it make sense to create a Contact for registered users of HubSpot, like members of the Sales Team? The admin for our HubSpot instance created contacts for the Sales Director and Salespeople. Does this make sense since these contacts will ne ...read more
Getting Started with Call Transcription & Coaching - Sales Hub 🎧
- Hey Community, Have you ever ended a phone call with a prospect or customer and tried to remember everything you talked about? Or maybe are wondering if you could have used a better selling technique? Or perhaps you’re trying to make sense ...read more
Getting Started with Playbooks - Sales Hub ‌📚‌
- Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou ...read more

Best practices to tag contacts as non-marketing
- Hi folks, I wanted to start a thread to gather some insights on the criteria you use to tag contacts as non-marketing in your CRM. This is a question I am constantly asked and here are some of the recommendations I usualy give: Think of ...read more
Workflow based on contact creation
- I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think. I want a workflow to be triggered exactly when a contact is newly created. Specifically, it's about the lea ...read more
Keyword Targeting In SEO
- I have been working on my E-commerce store. I have basic knowledge of SEO. After doing some keyword research for the categories that I have in my store. The niche of my store is clothing. I sell T-shirts there. I have one question now. I have b ...read more
Email Marketing and Subscription Types
- Hello! I apologize in advance if this is very basic or has been addressed already! A little background - my company has been sending out emails to our contracted partners for quite some time using HubSpot. The emails are generated by lists of pe ...read more
Lightweight employee advocacy using just UTM tags
- Hi! Does anyone know if there's an easy way to build a sort of a lightweight employee advocacy program just using the UTM tracking builder in HubSpot? Thinking if this could be achieved with Hootsuite/Oktopost/similar. My thinking is that we'd jus ...read more

Inbound Calling for Customer Support and Customer Service Teams ‌🖥‌‌🎧‌
- Hey Community, How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha ...read more
Limiting Tickets Requests For A Given Time Period
- Hello, I work with a few companies that are looking to reduce the volume of ticket requests. Ideally if there was a way to limit the amount of tickets requested by a contact, that would be best. (5 per month etc.) Some companies for example ...read more
Negating Non-Service Chat Hours
- Hi all!! Our team has a report on our service dashboard that tracks Average First Response Time for Chat conversations. Since our chat conversations are not automatically assigned to anyone on our team, this seems to be the best measure of the time ...read more
Getting Started with Call Transcription & Coaching - Service Hub 📞
- Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not ...read more
Getting Started with Playbooks - Service Hub ‌📚‌
- Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g ...read more

[JUN 28] How Subscription Data Empowers Your GTM Teams
- How Subscription Data Empowers Your GTM Teams June 28, 3PM EST / 2PM CST Register now If your finance team is the only one with eyes on your subscription and payment data, you might want to grab a seat. Join HubSpot, Stripe, and ...read more
Become a Community Contributor!
- Hi everyone! If you're passionate about the field of operations, RevOps, or Operations Hub, and want to share your expertise with your fellow community members, you can now become a community contributor. Our community continues to grow, ...read more
[JUN 22] Growth-Driven CRM: How to prevent CRM implementation failures
- Growth-Driven CRM: How to prevent CRM implementation failures June 22, 10 AM (EDT) Watch On-Demand The CRM is the most fundamental building block of your Revenue Engine. However, the cold, hard truth is that ~ 50% of CRM im ...read more
Operations Hub Show & Tell - Format Data Action Q&A Follow-up
- Hi all, Thanks for your excitement at last week's Show & Tell! We were so eager to present Custom Formulas in Format Data Actions and to see everyone so excited about it was the greatest gift we could receive! You asked a lot o ...read more
Operations Hub Show & Tell - Data Sync Q&A Follow-Up
- Hi everyone! Last week's Show & Tell was a lot of fun. It was so great to share many of the incremental improvements we made to data sync, and to open up the beta for product sync! Again, if you're interested in participating in the beta f ...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
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
A place to gather resources, issues, and solutions to optimize website speed
- Optimizing a Hubspot site to load quickly is difficult at the moment. Good solutions are scattered and the current documentation has gaps. Let's use this post to donate solutions that work and start a conversation to fix what doesn't. This gui ...read more

[Public Beta] A new process to create reports and dashboards
- What is it? When creating a new report or new dashboard, you will be greeted by a new space that combines the options to build from scratch or choose from templates. When browsing HubSpot provided report templates, you ...read more
[Now Live] Call direction is a CRM property
- What is it? Call direction (inbound and outbound) is now a CRM property. Users can view and set the direction in the activity timeline and add it to manual call logs. Why does it matter? It is important for users to know the direction ...read more
[Now Live] New Quote Templates now available in Sales Hub Pro and Enterprise
- What is it? Flow, a new quote theme, is now available in Customized Quote Templates. Flow offers two (2) templates. The first is content rich with a variety of text modules and images, including a testimonial module. The second is optimized for ...read more
Additional Properties Available for Custom Views in the Inbox
- What is it? A whole host of new default properties and custom ticket properties are now available for Custom Views in the Inbox. This expanded list of properties enables your team to further organize your inbox by building views based on various ...read more
[Beta] Setting to apply BlogPosting JSON-LD schema to blog posts
- Action recommended : Turn on the new setting if you have not added any custom JSON-LD schema to your blog. If you are interested in being ungated for the beta, send a direct message on the community to @adanielson with your HubSpot portal ID ...read more

Community Spotlight

Community Champion of the month

@danmoyle

Meet the Champion of the month: May 2022

Hi Community, I’m happy to announce our Champion of the Month for May 2022 is… @danmoyle Dan has been in the Community since 2020 sharing his knowledge in the forums, mostly in the CRM & Sales Hub and Marketing Hub categories. What makes Dan our Community Champion of the Month? Dan has authored 97 solutions accepted and he has recei...