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Advice on Deal and Sub-Deal set up
- Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th ...read more
Product property showing as no value in reports
- Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then ...read more
User unable to see data in Salesforce Hubspot Embed
- I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: ...read more
[Ebook] Navigating the FinServ Frontier: Overcoming Challenges for Growth and Innovation
- As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in th ...read more
Phone numbers not adding to contact properties from form fill
- Hey there, We have several forms that ask for the contact's phone number. However, when filled the phone number does not appear in the contact's properties despite, name, job role, email etc doing so. Any pointers would be greatly appreciated. ...read more

automatic monthly mailing
- Hi, we have a monthly mailing, for which the content never changes (there are dynamic links in this email, where users can download information sheets - the only change is the DATE in the subject or headline, to show for which month this inform ...read more
AI post narrator in HubSpot Blogs : Pro and cons
- I've started implementing the AI post narrator in my blog posts but I wanna know if any of you have some data, analysis or recommendations ...read more
How Do You Learn about What's New?
- Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate ...read more
SMS Messaging: Short Code vs. Long Code 10DLC
- In the ever-evolving landscape of business communication, understanding the tools at your disposal is crucial for effective customer engagement. Two messaging options that we support at HubSpot are short codes and long codes, specifically the 10DLC ...read more
Total count difference between list & report
- I've come across an issue I can't seem to wrap my head around. I created a report that with 2 filters: Marketing Contact Status is any of Marketing Contact & excluded GDPR countries using 'is not equal to any of'. Now when I recreated this in an ...read more

Sending Bulk Emails to Customers
- Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke ...read more
Remove contact association with tickets workflow stopped working
- We often receive tickets from a standard no-reply email address and we frequently reach the ticket/contact association limit. We created a workflow to remove associations as per the link https://knowledge.hubspot.com/workflows/manage-crm-record-ass ...read more
Reporting for Last Activity Date per Company
- I am struggling to figure out how to create a report that shows the following: - Last Activity Date Per Company - I would like this in a report to add to a Customer Engagement KPI Dashboard. Any recommendations or directions? ...read more
Can we use Available toggle in the inbox section as a trigger or criteria in a worflow?
- I need to give ticket to the user who has available toggle on in the inblox section. Is there any way I can it in a workflow? ...read more
Create a Sent From name for customer portal conversations
- In the customer portal, we respond from a Customer Care HubSpot account where the first name of the account is Customer and the last name is Care. So when we respond to a customer's message from the customer portal in the Help Desk, the response nam ...read more

Need Help Migrating Google Sheets Onboarding Workflow to HubSpot
- Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything ...read more
Looking for Operations hub implementation best practices!
- Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scratch and how can we utilise ...read more
Associate Contact to Course Object through workflow
- Hey community, I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action. I tried assoc8 app but the new ...read more
Looking to understand Outreach vs Hubspot experiences
- Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation ...read more
Integrating Product Activity Data with HubSpot: Best Practices and Solutions
- What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpo ...read more

How to locate recordId for Properties via API
- I'm trying to PATCH (Update) a Property I went here first: https://developers.hubspot.com/beta-docs/guides/api/crm/properties for guidance. Then I pulled down a list of properties: GET https://api.hubapi.com/crm/v3/properties/deal ...read more
Custom validation & prevent form submision
- 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="//js.hsforms.net/forms/embed/v2.js"& ...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
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

Game of Emails: Compliance is Coming – Inbound24 Recap
- Game of Emails: Compliance is Coming – Inbound24 Recap Welcome, noble Lords and Ladies, to the realm of Inbound24, where we explored the treacherous lands of email deliverability and compliance. We hope you found our journey into making these d ...read more
INBOUND 24 Recap Day 2 & 3
- Welcome to your Recap of INBOUND 2024! Here’s a summary of Thursday and Friday’s highlights and key takeaways from the sessions and events we enjoyed. Keynote Highlights Thursday, Sept 19 - The Power of Unified data, Product led g ...read more
Topic Ideas for Project Managers
- This year, our partner agency brought some folks from our project management team - and I was so curious to see if anyone found any good sessions for this kind of role or if they had any ideas of sessions or activities for future years that would ap ...read more
Post-Show Follow-Up
- With so many learnings, I'm wondering how everyone takes their insights back to their teams (especially partner agencies). Anyone got any good tips or have done something that worked well in the past? ...read more
INBOUND Recap Day 1
- Welcome to your Daily Recap of INBOUND 2024! Here’s a summary of today’s highlights and key takeaways from the sessions and events we enjoyed. Keynote Highlights HubSpot Spotlight: The future of growth lies in the synergy of ...read more

Community Spotlight

@Adriane

Meet the Champion of the Month: January 2025

Hello Community! I am thrilled to announce that our Champion of the Month for January 2025 is: Adriane Grunenberg 🎉 @Adriane Adriane is on leave until the second half of January, but let's give her a big round of applause 👏 👏 👏 and let this be a nice surprise for her when she's back at work 🙂 What makes Adrian...