Top Community Conversations

Check out this round up of popular discussions from around the Community.

    • Hi, does anyone have an idea on how to manage a contact's communications preferences (not newsletters in particular) - i.e. the contact does not wish to receive mails from the sales staff, or he does not wish to receive advertising by mail, phone more
    • I'm currently setting up a lead scoring system in HubSpot and want to include email engagement (opens, clicks) as a significant factor. I've set up basic lead scoring rules but am unsure how to automate the process for updating scores based on emai more
    • We are starting a new account and I am setting up 2 specific workflows: Unsubscribes --> Non-Marketing Hard Bounces --> Non-Marketing Are there other workflows you always set up? more
    • I've been editing and exploring the reports and dashboards for a few days now, but I haven't yet found a solution that can meet this demand. Currently we would like to analyze the average time that sellers take from the moment the deal is created u more
    • Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we wan more
    • How can we implement a CSAT to be a part of a closing ticket email? We have an email that is sent when a ticket is closed. We also have a CSAT going to customer that their ticket have been closed that didnt recive a survey in the past 15 days. more
    • Hi all, Does anyone have any clue on how to configure a WhatsApp welcome messages? We have 2 WhatsApp numbers, one to Customer Service and other for Technical Support. Each of them have a corresponding channel. We would like to configure a more
    • Is there a way to create a report similar to the Deal Change History report in Sales Analytics but for Tickets? I want to create a report that shows New, Status moved forward or Status moved backward. Although I can produce a custom report that sh more
    • I'm trying to aggregate responses to questions that I use frequently across several different surveys to see averages, number of responses, etc. but I cannot see how to do this in Hubspot. For example, if I ask a rating question on Survey A, B, and more
    • I am setting up a survey for our clients. Is there a way to have a matrix rating question with several options and ratings of the single options like: How do you rate the following Options: Option A Option B Option C Ratings: negative more
    • We created a custom behavioral event called "Attended Event" to report transfer Zoom Meeting attendance records into Hubspot so we could report on our customer's attendance within their weekly groups. For the most part, this works great to create re more
    • Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat more
    • Hi team, I am trying to get a list of names where I could find the number of webinars attended equals 2 after a particular date (Nov 1). So I am using AND filter to combine both. The issue is the Zoom webinar occurred date filter only allows/says more
    • We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul more
    • Hi All. I am looking to see if anyone has had experience balancing the use of HubSpot and Connectwise. We are about to launch the use of Connectwise as our PSA. Even though there is an integration with HubSpot, Our operations team is already trying more
    • Hello all, Just found a solution for doing a basic validation on fields before submit on a hubspot form. Conditions: Raw html form Include jquery Code <script charset="utf-8" type="text/javascript" src="//"& more
    • 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 more
    • 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 more
    • 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 more
    • 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 more
    • Hi HubSpotters, Does anyone know if it's possible to batch pay either quotes or invoices? For example, we may send one of ou B2B customers 30 invoices in a month. Is there a way to pay all of these in one go, or does each quote/invoice link nee more
    • We are considering Synchrony Financial to provide financing terms for our customer's purchases. However, it seems there are no companies in this arena that integrate with HubSpot (HS Payments). Looking for options. more
    • I cant seem to find this but is there a place where I can add another person to receive the email notifications when we have a payout coming from hubspot to our bank? more
    • Hi, I am going to migrate my website and I want to intergrate an online way to pay for my goods. What is the best way to go about it? My website. TIA Nick more
    • Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the contacts who have given less than more

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Community Spotlight

Meet the Champion of the month: February 2024
Hello Community! I am thrilled to announce our Champion of the Month for February 2024 is: Trevor Jones 🎉 @trevordjones Let's give a big round of applause to Trevor for his incredible contributions as our Community Champion of the Month! 👏 👏 👏 What makes Trevor our Community Champion of the Month? Since joining t...

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