HubSpot Community

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Reporting on follow up calls
- Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with ...read more
Custom list of customer discovery details
- I'm new to HubSpot. How can I create a custom list of discovery type questions that can be displayed in the company overview section in a company profile? ...read more
Use workflows access a property's history
- Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o ...read more
Integration of HubSpot with ERP
- Has anyone integrated HubSpot with Global Shop? ...read more
HubSpot Free New User Question Please - What parts of HubSpot do I need to set up?
- Hi, been trying to understand all the tools, very intuitive, but also lots to learn. What would I need to set up for the following scenario? Small business has 3 separate products: 1) Franchises 2) Selling Equipment 3) Staff Training Services ...read more

How to send a personalized follow up email
- Just wondering if anyone has been able to set up how to send personalised thank you for signing up to our mailing system email? Is there a way in HubSpot for this to work instead of just having a thank you on the screen after a customer has fi ...read more
H1 tags and how to edit on a webpage
- Hello, I have done an optimization scan on my webpages and it says my home page has six H1 tags, and my other pages two H1 tags. It seems related to the number of sections/modules on the page. Is there anyway to edit the sections to change the H1 ...read more
How to re-enroll contact into workflow each time a form is submitted
- I need to send a Slack notification and do a few actions each time a form is submitted. I need this to happen even when the same contact submits a form again (they forgot o include details, etc.). I have re-enrollment switched on: I have t ...read more
Add a step in a workflow to ensure a contact doesn't receive automated email multiple times
- I have a workflow that sends a follow-up email to every contact that downloads something from our website (as a result of filling out a form). If the contact downloads multiple things across a few days, I don't want them receiving the email over ...read more
Setting up blog pages
- Hi! The blog page of my website currently works by hiding/showing posts using JavaScript for each "page" number. I'm trying to convert this to a more useful setup by linking every batch of posts to an actual page so that I can add code for the pagin ...read more

Linking Tickets across Inboxes
- I'm looking for a way to forward emails between Inboxes without losing the connection to the original Ticket Inbox A will be for external emails, Inbox B for internal use only. I want to be able to use Inbox B to see the original, external, email, ...read more
Avoid Clashes With Other Ticket Systems / "Feedback Loops"
- Hi all, We use hubspot service hub's support ticketing function and like many companies, we send an automated response when a new ticket is made. Some of our clients communicate to us keeping their support emails in CC and there is often a " ...read more
How do I use the 'customers' name on a ChatBot?
- Hey So, I'm building my first Bot. I've asked the custoemr for thier name, how do I then add that to the flow there after so that I can make the converstaion personalised? ...read more
Modify the naming standards of Ticket name/title
- Ticket name display: We cannot modify the naming standards of Tickets created through conversation emails because the Ticket name is by default the email topic. It would be ideal to be able to select either the Contact name or the email topic ...read more
Page based chatbot
- I want to setup chatbot based on different pages of websites ? I have 5 different sections Loyalty, campaigns, Auto campaigns and so on. So let's suppose if I'm on loyalty page then chatbot should have some pre-defined questions regarding that ? ...read more

Automated AP Payments
- Hello! My company has referral partners that get a percentage kickback for all leads that they send us. I'm wondering if anyone has developed a system where we can build out automated payments to partners. Right now, they have to hit a specific ...read more
Best Practices - List Syncing
- Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload? ...read more
Forwarding timeline tokens to e-mail
- I created a timeline event where I send the token and it works great for me. Timeline event template: Activity user: POSTMAN request I've created a workflow that, after a timeline event occurs, sends an email to ...read more
Custom EPR integration to HubSpot - Company record identifying information
- Hi, What would be the best-identifying information to integrate the company data from the custom ERP system into HubSpot? The case is that the (custom) EPR system has information about customer companies such as record id, company name, and ...read more
Triggering Deal Workflow for Line Item Modifications if there is No Amount Change
- I am trying to create a trigger in a deal workflow using re-enrollment criteria, which will be activated when a line item is modified without any change in the line item amount. I have noticed that the Last Modified date of a line item can ...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

Blog: How to Convince Your Boss to Let You Attend INBOUND
- Hey there, community! Do you want to attend INBOUND? Do you need your manager's approval to attend this amazing event? The INBOUND team has put together a letter that you can send to your boss with convincing arguments of why ...read more
Mark Your INBOUND Calendars 🗓‌: Partner Day
- Partner Day at INBOUND When : September 5, 2023 Where : Boston Convention Center Register here Hey Community, 🗓 Calling all employees of platinum , diamond , or elite solutions partner company , or select app part ...read more
Check Out Your INBOUND Sessions
- Are you getting excited about INBOUND in Boston? Did you know that our session catalog is live on inbound.com? 🎉 The session catalog provides an in-depth view of the speakers and content that will be featured at INBOUND ...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
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

Community Spotlight

@NicoleSengers

Meet the Champion of the month: June 2023

Hello Community! I am thrilled to announce our Champion of the Month for June 2023: Nicole Sengers 🎉 @NicoleSengers Let's all give a round of applause to Nicole for her outstanding contributions to our Community 👏 👏 👏 What makes Nicole our Community Champion of the Month? Nicole has been an invaluable member...