HubSpot Community

Skipping the Lead stage and create directly an Opportunity?
- Hi Everyone, We are currently using a classic lead management process and funnel. We generate Leads than marketing qualifies (MQL), then Sales qualify them (SQL) and then Sales could create an Opportunity. This works well for Leads that came ...read more
Finding companies that no longer exist
- After importing our contacts into HubSpot, we realized that we had a number of created companies that no longer existed. Finding them manually in 2000 total companies tedious . Also, we could not rely on the lack of a company icon to identify the ...read more
How to avoid duplicate deals by partners?
- So we have deals through partners of ours that we enter, but they may in turn be trying to win the same end customer business, meaning we can have duplicate deals in the CRM, embellishing numbers. What is the best way to approach this? Should foreca ...read more
One Company With Different Divisions In Hubspot
- My company has a Hubspot Account. Let's call it "Corporate." This Hubspot Account has its own contacts in Hubspot CRM. We also have three separate operating divisions. Let's call them "Division 1", "Division 2" and "Division 3" each with thei ...read more
Invoicing Frequency and revenue by month by company
- Hi! I'm new here and would appreciate some pointers! I'm trying to setup a report where I can use invoicing frequency, line items, billing frequency to calculate how much is generate month on month. For ex. Billing frequency is Quarterly Co ...read more

Best practices on marketing emails for blog subscription and newsletters
- My company has GDPR in place, and from my understanding, if someone signs up for our blog, they can't be automatically added to our general newsletter. Is that correct? I was wondering on what would be best practice for having visitors sign up for b ...read more
Looking for good (external) content for implementing hubspot form scratch for a B2B SaaS
- I'm trying to help a CTO implement hubspot in a Subscription-based SaaS getting for the first time into automation, nurturing, combining Marketing + Sales etc. I'm trying to find a bit of a "blueprint" of the things to consider, with a focus on th ...read more
Unique vs Total Clicks
- I am looking for a solution to create a reporting tool that allows marketing team members to see unique vs total link clicks within one email. So for example, if one of my firm's marketing emails has 3 links (test.com, me.com, and marketing.com ...read more
Automation triggered by Referral code
- We have a refer-a-friend system. Our client platform passes a code to HS for each client (referral code) When this code is used it shows on the new customers contact record as referral code used and the email of the referer. I need a trigger to em ...read more
SEO localization
- Hi there, I just wanted to get some opinions regarding best SEO practises for localization set up. Our business is based in the UK and thats the main audience at the moment. We are planning to add more countries, so we may show a slightly d ...read more

How do I always run the chat widget minimized?
- When clients come to the site, the chat widget is open with "Got any questions? I'm happy to help." text 1. How do I run this minimized always and by default. I understand that there were answers where the broswer supposedly remembers when visit ...read more
Merge Date Properties
- I'd like to create a Call date and time for a prospect and then email the prospect and let him know when his phone call can be expected. The problem is when I merge in the "Next Activity Date" into an email template, and then produce the email, ...read more
Checking for associated companies and deals in a ticket based workflow
- Hi, I'm creating a ticket based if/then branch workflow. In it I'd like to check if tickets have associated companies and deals. One set of actions would follow if the ticket does have associated companies/deals and another set of actions would fol ...read more
How to customize hubspot live chat?
- How to achieve this on hubspot live chat? like adding a form field? On chatflows i can't see any option to add and style a field ...read more
Surveys by URL
- Hello, We use Hubspot in our company and are doing some surveys through Hubspot. Now we want to create an NPS survey, but we need this survey to be inside our product, we need an option that we can publish them by URL and configure them as well. Do ...read more

XERO Webhook Workflow Examples?
- Hi all, for purpose of data integrity, I would like to be able to create the following workflow: Trigger: Deal stage becomes closed won. Action: webhook and initialize a XERO Invoice, then immediately send back the XERO Invoice_ID and ...read more
Updating a property based on HOW it was updated!
- I have a client who has an app integrated with HubSpot. This controls a field called App_Status. The app failed to update the app_status of contacts in HubSpot, so I did a mass upload to update their app_status. I am wondering if Ops h ...read more
[WRAP UP] RevOps with HubSpot Summer School
- RevOps with HubSpot Summer School On-Demand Educational Program Access Content Here Hi everyone! Last month Matt Bolian of RevPartners and I joined forces to deliver a three-day education program on the science of revenue growth. ...read more
Custom code for v1 API (Lists)
- Hi, Does anyone know the format to reference the v1 API from custom code with Node js? I'm trying to use the contact list API. For v3, the API URL to get contact info is something like: /crm/v3/objects/contacts/2360301 And the equivalent ...read more
Lifecycle Stages for Free Trial PLG
- Hey, RevOps community! 👋 What lifecycle stages do you use if you are using a Free Trial Conversion playlist? Our company offers both a Free Trial and a Free account option after the free trial is complete (30 days) and I am trying to figure ou ...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
append info instead of overwriting
- Hi everybody, hope everythings going well! This is my situacion, Im sending lead info from my webpage to hubspot using python. the thing is, some properties doesnt need to be overwrited. E.g. someone is looking product in my website, so he sen ...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

Access On-Demand Content from INBOUND 2022
- Hey Community, Thank you so much for attending INBOUND 2022! We hope you enjoyed your in-person or digital experience and came back with actionable takeaways 🙂 Did you miss an INBOUND 2022 session due to time constraints o ...read more
Blog on INBOUND Recap
- Hey everyone, first time poster here! My company wrote a blog recapping the biggest takeaways from INBOUND 2022 , feel free to give it a read! ...read more
INBOUND22: HubSpot Product Spotlight
- Hey Community! Are you curious about what is launching for HubSpot this month? As humans, we crave real connections, whether it's a friendship, making a connection with someone at a coffee shop or an online forum, or feeling connected wi ...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
INBOUND22: Why Community Matters Now More Than Ever With HubSpot Co-Founder Dharmesh Shah
- Hey Community! Last week the Community was mentioned by our Co-Founder Dharmesh Shah, phrases like: "When I discovered the Community I never looked back, it's the only place I felt I fit in" "When I think of the community I think ...read more

Community Spotlight

Community Champion of the month

@Jnix284

Meet the Champion of the month: September 2022

Hi Community, I’m happy to announce our Champion of the Month for September 2022 is… @Jnix284 Jennifer has been in the Community since April 2022 sharing her knowledge in the forums, mostly in the CRM & Sales Hub, Marketing Hub, and HubSpot CMS spaces, but also in the Content Strategy & SEO study group. What makes Jennifer our Com...