HubSpot Community

Task Queues - What say yous?
- I don't have time to go digging right now, so I'm curious.... In your opinion, what is the optimal/best practice set of Task Queues to use for inside B2B sales reps? ...read more
Need a Workaround to Track Ad ROI
- Hi Hubspot Community, My company has a unique use case with HubSpot. We use multiple pipelines in a linear way to track post-sale production. example (Sales Pipeline => Design Pipeline => Production Pipeline => Shipping Pipeline). This has ...read more
Inbound Calling for Sales Teams 🎧📱
- Hey Community, How many of your sales reps are familiar with inbound calling? Are they familiar with the terms “warm calling” and “hot calling”? Most reps are likely familiar with cold calling, a long-used technique that’s becoming less ef ...read more
Getting Started with Call Transcription & Coaching - Sales Hub 🎧
- Hey Community, Have you ever ended a phone call with a prospect or customer and tried to remember everything you talked about? Or maybe are wondering if you could have used a better selling technique? Or perhaps you’re trying to make sense ...read more
Getting Started with Playbooks - Sales Hub ‌📚‌
- Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou ...read more

Follow The Path to Business Growth
- Amongst continuous transformation in leadership, the CEO’s role is evolving . The job is being changed by the needs of a global marketplace, increased regulatory demands and business risks. As a result, CEOs are now filling in the gaps tha ...read more
Customer Journey Breakdown (Marketing Activities to Meetings)
- Hi everyone, I am trying to analyze my customer journey. Does anyone have a good way of curating a report that consists of various marketing activities - from opening emails to submitting forms, and ultimately to booking a meeting on the Meetings l ...read more
CRM Data Cleaning
- Hi HubSpot Marketing community, Curious to start a thread about CRM database cleaning process you have implemented and would recommend including the various steps you follow and any other practicalities we should be mindful of (e.g export/import ...read more
[Guide] Marketing Automation Software for Scaling Teams
- A Buyer's Evaluation Guide: Marketing Automation Software for Scaling Teams Get Your Free Guide Now Spend less time evaluating software and more time delighting customers. At HubSpot, when we look at t ...read more
Lightweight employee advocacy using just UTM tags
- Hi! Does anyone know if there's an easy way to build a sort of a lightweight employee advocacy program just using the UTM tracking builder in HubSpot? Thinking if this could be achieved with Hootsuite/Oktopost/similar. My thinking is that we'd jus ...read more

Inbound Calling for Customer Support and Customer Service Teams ‌🖥‌‌🎧‌
- Hey Community, How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha ...read more
Limiting Tickets Requests For A Given Time Period
- Hello, I work with a few companies that are looking to reduce the volume of ticket requests. Ideally if there was a way to limit the amount of tickets requested by a contact, that would be best. (5 per month etc.) Some companies for example ...read more
Negating Non-Service Chat Hours
- Hi all!! Our team has a report on our service dashboard that tracks Average First Response Time for Chat conversations. Since our chat conversations are not automatically assigned to anyone on our team, this seems to be the best measure of the time ...read more
Getting Started with Call Transcription & Coaching - Service Hub 📞
- Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not ...read more
Getting Started with Playbooks - Service Hub ‌📚‌
- Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g ...read more

[JUL 26-28] RevOps with HubSpot Summer School
- RevOps with HubSpot Summer School Enroll now until July 25 at 9 AM (EDT) Day 1 | Day 2 | Day 3 About the event For the first time ever, HubSpot Community and RevPartners are organizing a free education ...read more
Lime CRM sync
- Hey folks, Frans with Data Sync here. We have a connector for Lime CRM available in beta right now, to sync Contacts, Companies & Deals two-way with HubSpot. It requires access to the Lime CRM API, but no special features inside of Hu ...read more
[JUN 28] How Subscription Data Empowers Your GTM Teams
- How Subscription Data Empowers Your GTM Teams June 28, 3PM EST / 2PM CST Register now If your finance team is the only one with eyes on your subscription and payment data, you might want to grab a seat. Join HubSpot, Stripe, and ...read more
Become a Community Contributor!
- Hi everyone! If you're passionate about the field of operations, RevOps, or Operations Hub, and want to share your expertise with your fellow community members, you can now become a community contributor. Our community continues to grow, ...read more
Creating Properties Based on Associated Records
- We've recently created a custom object in HubSpot to represent customer subscriptions in our billing platform and it's been a game changes. However, We are running into some limited functionality that is preventing us from totalling all of a compani ...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
A place to gather resources, issues, and solutions to optimize website speed
- Optimizing a Hubspot site to load quickly is difficult at the moment. Good solutions are scattered and the current documentation has gaps. Let's use this post to donate solutions that work and start a conversation to fix what doesn't. This gui ...read more

[Now Live] Notifications for Processed and Uploaded Lists
- What is it? You can now get notified via email or in-app when a list you created is done processing and ready to be used. Why does it matter? With this update, you no longer have to check back to see if a list you created is done ...read more
[Now Live] Reporting on Payment Object
- What is it? We launched reporting on the payment object. This allows you to have visibility into sales data from various aspects of your business, thus enabling improved reporting and growth. HubSpot Payments aims to i ...read more
[Public Beta] Payment Forms
- What is it? We are excited to introduce Payment Forms! Now, Marketing Hub customers create a form and accept payment via that same form, all within seconds. Payment Forms is available to Starter, Professional and Enterprise Marketing Hub c ...read more
[Live To All] Workflows sync to Sandbox
- What is it? Customers can now sync workflows, along with lists, forms and automated emails to their Sandbox accounts. Why does it matter? Customers want to be able to test changes to their workflows in a safe environment. When customer ...read more
[Now Live] Free CMS tools
- Today, we’re introducing free CMS tools , built for small business founders and operators who are looking to quickly and efficiently create their first website and grow their business. The free CMS tools include: Access to t ...read more

Community Spotlight

Community Champion of the month

@danmoyle

Meet the Champion of the month: May 2022

Hi Community, I’m happy to announce our Champion of the Month for May 2022 is… @danmoyle Dan has been in the Community since 2020 sharing his knowledge in the forums, mostly in the CRM & Sales Hub and Marketing Hub categories. What makes Dan our Community Champion of the Month? Dan has authored 97 solutions accepted and he has recei...