HubSpot Community

Lifecycle Status for Vendors
- Hi, Inveitably vendors get into our leads workflow. Does it make sense to create a "Vendor" option to filter them out? Or do you just leave them as "--" (the unset option)? Thanks ...read more
Is it possible to add a step between form submission and asset downloading?
- Hello, we are a technology consulting firm and sometimes we produce whitepapers, brochures and such for our prospect customers. We don't want our assets to be downloaded by our competitors. We would like to have a step between the form submission a ...read more
Splitting a company between B2B and B2C Sales
- We are looking to split companies between the B2B Sales and B2C Sales. Example: we have a retail customer Elkjøp who carries our consumer products instore/online as well as offfers our B2B solutions. This company has different POCs at our compan ...read more
Search Bar Options
- Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? ...read more
How to use Contact Lists effectively and efficientlly?
- I am currently auditing a client's Lists and proposing some best practices and organization structure to help them keep their portal clean, useful, and efficient. The bulk of their current lists (not many, about 160) have been created for eit ...read more

Subscription Types Best Practices for Large Organizations
- Hello Everyone, Happy New Year 🙂 We are a large EU organization that sells multiple brands in multiple countries. I am currently auditing our Subscription Types and I would like to get advices to better organize them. Is this better to hav ...read more
Difference Between Lifecycle Stage & Lead Status
- Hi, Can anyone please help me understand in an easy way the difference between the lifecycle stage and the lead status stage? What property usually does SDR/BDR update when lead/contact is hand-off to the sales team from the marketing team? An ...read more
How to offer gated content using HubSpot CRM?
- If you have a good number of blogs and want to offer different gated content on every different blog, how do you create such a process. What assets would you require for it? The best example of it would be HubSpot. ...read more
Strategy - Forms & Web Resource Center
- Hi all, Looking for best practices on setting up form(s) for a web resource center. Currently, assets are form-gated (will look into changing that later). CMS is Wordpress. I would love to be able to use one form + some sort of variable passed t ...read more
Best Practices to Setup a Lead Scoring
- Hi, We use HubSpot marketing hub which is integrated with Salesforce CRM. I want to know the best approach to set up the lead scoring model. What are the best practices and HubSpot properties to be considered for setting up the lead scoring mod ...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

How to Associate Feedback Surveys to Custom Objects & Other Records?
- We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters "Completed" Stage > Custom Object Workf ...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
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...