Top Community Conversations

Check out this round up of popular discussions from around the Community.

    • Hi, how to setup Hubspot, so that when we (executives) can record emails that we sent (so they can be later seen in Hubspot), but they can't be seen by our employees. Is this happening by default if we're admin user and they're standard user? We're ...read more
    • Hi everyone, I’m currently working on optimizing HubSpot for a real estate business, and I’m curious to hear from those with experience in this area. What are some of the best or most appreciated implementations or solutions you’ve used in HubSpot ...read more
    • Hello, I'm a Global System admin in our O365 tenant. I recently received a request from one of our users to integrate HubSpot with his Outlook email account. When the user is trying to stablish the connection from the HubSpot site to hi ...read more
    • Here’s a grammatically corrected version of your text: We are collecting the contract term as a dropdown property. I would like to create a task after the number of months has passed since the deal was won. How do you manage this remaining issue? ...read more
    • How do you manage the list of competitors in the CRM? I am thinking of importing them and marking them as competitors so that I can exclude them from all upcoming marketing events. This would also be beneficial for all CRM stakeholders to be aware ...read more
    • We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortu ...read more
    • Hello! We have an existing survey that is emailed out of HubSpot with a 5 day reminder. That said, we wanted the option to also manually share the SAME survey with a URL. Is there any way to share this survey with a URL so all the results are pulle ...read more
    • Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo ...read more
    • Hi Team, I’ve been assigned to modify this workflow, and I wanted to get your input. Currently, when an invoice remains unpaid for a certain period, the workflow creates a ticket in the AR pipeline for follow-up. If we’re unable to reach the c ...read more
    • Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket? I am eager to learn what challenges you experienced with data that includ ...read more
    • 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
    • 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
    • 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
    • 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
    • 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

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Community Spotlight

Profile Background Option 5.png@Aakar  

Meet the Champion of the Month: February 2025
Hello Community! I am thrilled to announce that our Champion of the Month for February 2025 is: Aakar Anil Ghimire 🎉 @Aakar What makes @Aakar our Community Champion of the Month? Aakar is a Marketing Operations professional with 10+ years of experience in B2B marketing. He specializes in marketing technology, system integration, p...

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