HubSpot Community

Routing leads to distributors
- Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro ...read more
Lead Status Questions & Recommendations
- Hi there, So on HubSpot it says lead status is a subset of SQL. However, why are the default lead statuses things like open deal? Wouldn't open deal mean the contact is an opportunity not an SQL? Am I wrong in thinking that open deal shouldn't b ...read more
How to set follow up reminders for emails logged to CRM from Gmail by BCC
- When I send my emails I have been using Gmail to log them to my CRM but using another program to send me reminders to follow up. Is it possible to set it up so if I send an email through Gmail and have it BCC'd to my CRM that if nobody responds I ca ...read more
How to Assign Contacts to Reps Randomly
- Do you know how to assign contacts to reps randomly ? ...read more
[Guide] How to add count of calls in Contacts & Deals
- More info in the first comment below 👇 ...read more

Currency selection for pricing plans
- Hello! What is the best way to allow website visitors to see pricing plans in their currency of choice? For context, we wish to migrate our website to Hubspot. This includes a pricing page which should be able to display pricing plans in var ...read more
Insert link to contacts profile - in internal email
- Within my automated workflow. New contact fills out a CTA form on site > a contact is created > I have an internal email sent out to our Sales team with "Contact" information. Is there a way to attach a link to the new Contacts Hubspot profil ...read more
Email reporting for emails sent before customer
- Is there a way to report on the number of emails a contact was sent before they became a customer? ...read more
Create a first-conversion workflow
- I want to create a simple workflow that sends a contact an introductory welcome email after they have completed a form for the very first time. This workflow needs to only enroll contacts that fill in a form and haven't been on our website before. ...read more
how to send emails in customers timezone daytime
- Hi, I am setting up some Email flows (for example our welcome Email that gets sent out a few hours after people start a trial with us), and I would like to make sure that these Emails only get sent out during daytime. So let's say someone starts ...read more

Creating a Workflow for Non-Disclosure Agreements
- Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex ...read more
How does the Priority list work for manual tickets?
- I am new to Service HubSpot and I am learning how to create a manual ticket, which is straight forward, but I do not understand how the 'priority' list works in terms of timings? I see that we have the option for 'low' 'medium' and 'high' but how do ...read more
Can I include a Customer Feedback Email in a Workflow?
- Hi, I am creating a workflow and one of the emails I created and wanted to include was created in the service tab and has the "customer feedback email" tag. I can see that emails need to be automated and published to be included in a workflow. I lik ...read more
Dashboard help - monitoring progress
- Hi Hopefully this will make sense, but we have created a company product dashboard to monitor their customer health range (3 sections). As per the snapshot below. But is there a way to have this data update each month and then a ...read more
Contact "A" form submits ticket - workflow to reply AND send email to contact "B"
- (We have Marketing, Sales, and Service Hub Professional accounts) We currently have a workflow in place where: 1. Contact "A" completes an online form to submit a support ticket. 2. The ticket workflow currently has various if/then branches (filt ...read more

New Bookings / Renewals / Debooks / Churns
- Hey Community, I work in a SaaS and i'm having trouble in Hubspot with these two points: 1) measuring Debooks and churns in Hubspot ( we don't have Entreprise subscription). 2) Visualizing, either by property or table, the MRR of our customers. ...read more
Balancing internal employee experience and external customer experience
- Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that ...read more
Removing multiple types of punctuation from a field
- What is the best way to remove unnecessary punctuation from a field? For example, a job title might include the following characters; a comma, fwd slash, and an ampersand. We want to remove all 3 characters from the title to keep the data clean and ...read more
Is it possible to get a ticket description to pull separate records to create a new contact record?
- The problem: I am trying to integrate two wix websites with one hubspot portal with syncsmart.io. This is not possible to do. I am trying to have forms from both wix sites to populate the contacts records in the one HubSpot portal. The Idea: I am r ...read more
Using Email Opens as a Factor for a Score Property
- Hi Everyone, I'm attempting to calculate a portion of a score property based on email opens from contacts as well as whether or not they attended a meeting. Any ideas on way to pull "email opens" and "meetings attended" into a score and/or start t ...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
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

INBOUND 23 Sponsorship: Elevate Your Brand and Make Meaningful Connections
- Learn more about INBOUND 23 sponsorship here Are you thinking about your event strategy? Partner with INBOUND to increase quality leads, develop meaningful connections with key-decision makers, and leave your mark on our vibra ...read more
Speak at INBOUND 2023 🎤‌
- The INBOUND stage awaits. 🎤 Speaker applications are now open for INBOUND 2023! This September 5-8, head to Boston to share your experiences with thousands of global attendees and connect with top leaders across m ...read more
Join us in person at INBOUND 2023 in Boston, MA 🎟‌
- Buy Your Passes Here Mark your calendars: INBOUND registration is LIVE. 📅 INBOUND is the community that delivers. Make connections, open doors to new career opportunities, scale your business, and learn somet ...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
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

Community Spotlight

Community Champion of the month

@chrisworqflow

Meet the Champion of the month: January 2023

Hi Community, I’m happy to announce our Champion of the Month for January 2023 is… @chrisworqflow Christopher has been a Community Champion since December, sharing his knowledge in the forums, mostly in the CRM&Sales, Marketing, Service categories as well as the Operations space. What makes Christopher our Community Champion of the Mon...