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Marketing Reporting Under Sales Hub
- My company uses the sales hub but we are trying to use our sales data to create effective marketing reports by utilizing the tools provided by the Sales Hub Professional subscription. We are not looking to add the Marketing Hub Professional subscrip ...read more
Close Rate Report
- I'm being asked for a report showing Close Rate or Conversion Rate based on Qualified Sales Leads. Basically, they need to know how many sales we're closing out of total of Qualified Sales Leads instead of total of deals, is this possible? ...read more
Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
- When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe ...read more
How to Improve Lead Quality on Hubspot?
- Hello guys, myself Emmanuel Katto from Uganda (Africa). I wanted to know how can I improve the lead quality on Hubspot? ...read more
Registering phone number: PLEASE READ BEFORE POSTING
- If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supp ...read more

Requesting GMB Reviews - Multi Unit
- I'm trying to create an automated email that prompts customers to leave a review for the location they are in. I'm wondering if it's possible to create one email that sends to an entire system (multiple different locations) and links out to each loc ...read more
Sequences - to track or not track for better deliverability
- Hi, We use the sequencing tool to send out 1-2-1 emails from a connected Outlook inbox and just recently we have been getting issues with Outlook blocking the emails as potential spam and suspending the account. We're not exceeding our send ...read more
How to change lifecycle stages to fit with sales pipeline?
- Hello! I am trying to create reports on our KPI´s, but I have some issues regarding Lifecycle stages. Our Sales pipeline is the determining factor for the Lifecyckle stages, but I cannot figure out how to change the Lifecycle stages to fit ...read more
What is best way to add a form submission to Salesforce?
- Hi, We are investigating all the options for a HubSpot form submission and notify the contact owner in Salesforce: Activate Salesforce task sync in the sync settings and activate Form Submit - Every form submit is stoired as complete ...read more
Check lifecycle stage before form submissions / Identify customers
- Hi, I would like to exclude customers from our demo request forms and check the lifecycle stage when they enter their email address to show a conditional notification. The conditional input field options for text fields only allow checking text ...read more

Can I use playbooks to make sure our CS team follow the correct workflow?
- We have in-depth instructions for our CSMs to follow when onboarding a new client in Notion. Onboarding a new client usually takes a month, and throughout that time we would like to be able to automate as much as possible on Hubspot so that 1 ...read more
Is it possible to setup an automated first response to tickets filed via the customer portal?
- Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page ( ...read more
How to wait for a customer response before sending an automated message in a chatflow
- Intercom has a feature in their chatflow builder that sends an automated response to a user only after they've typed a question. I don't see the ability to do that in hubspot chatflows, is there anyway to make this happen? ...read more
How to report open tickets per day over a month
- Hi all, I need to create myself an overview report of open tickets from each day for the last month(or selected period of time). Basically I want the days to be displayed on the x axis(1,2,3,4,etc) and on the y axis I want to have the number of ...read more
Close out tickets permanently after set amount of time
- Hello! First post here and am excited to be a part of this community! My company has been using Hubspot for a while now but we are just starting to dig into reporting and metrics to develop KPIs for our service and support team. I've noticed tha ...read more

[TUTORIAL] Custom Code to Write Day of Week and Suggest a Meeting Window
- I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do t ...read more
Custom Code - Account Owner’s Calendar
- Hi there - we are looking for a custom code that will be a text link like 'My Calendar' that will use the contact owner's default meeting URL. The contact owner will rotate between several sales reps so the embedded URL needs to by dynamic. We ...read more
How many contacts go through a workflow concurrently?
- I have created a workflow that uses custom javascript code. As part of that script 2 API calls are made to our internal endpoints and 2 are made to the Hubspot API. I have over 100k contacts that are to be initially enrolled in the workflow, (after ...read more
Prevent companies with the same domain from creating duplicates
- Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl ...read more
Converting a string property to an int using custom code in workflow?
- Hi! I've recently started deep-diving into what I would consider more advanced parts of HubSpot, and I've realized that one crucial property I use in various workflows is stored as a string instead of an integer, which limits how I can use it with ...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
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

Invoice Logo Management
- I would like the ability to manage logos on invoices as we can on quotes and other areas of HubSpot. ...read more
Including Payment Link in Payout Details
- We want to use HubSpot Payments to collect payments going to different areas of the business, depending on the payment link used. I'd like to be able to send a report to our accounting team with information on how each payout should be divided ($X t ...read more
Stripe integration for quotes help!
- I'm wanting to add the option to pay through Stripe through a HubSpot quote. However, the option keeps leading me to the Payments feature that is not yet available (I'm in NZ). Is there a way to use the Stripe payments option/checkout from quotes wi ...read more
Check request form dashboard / payments.
- Hello. I would appreciate any advice on how best to implement a check request form dashboard. I need the manager of a vehicle financing company to be able to view status of requests (w /remaining requirements), authorize payments, [..and initiat ...read more
Stripe payment processing integration Beta feedback
- [Update as of Aug 30] The Stripe payment processing integration is now in Public Beta in the U.S.. Follow the documentation here to set it up. We expect to offer access to international users within the next two quarters. Please sign up fo ...read more

Community Spotlight

@Olivia_Bagnall

Meet the Champion of the month: November 2023

Hello Community! I am thrilled to announce our Champion of the Month for November 2023 is: Olivia Bagnall 🎉 @Olivia_Bagnall Let's all give a round of applause to Olivia for her outstanding contributions to our Community 👏 👏 👏 What makes Olivia our Community Champion of the Month? Since joining the HubSpot Commu...