Top Community Conversations

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

    • Hello, I have an issue and wonder if there is a solution. For example we have in our customer list cases like this so the companie's name is pandabuy, in our list there is a pandabuy for 7 different cities, so panda buy paris, panda buy tokio et ...read more
    • Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a ...read more
    • Hi all, We're looking for good scheduling software we can integrate with. We schedule estimates but don't assign them to the sales reps till the day before because we assign appointments based off of sales performace over the last two weeks and ...read more
    • Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a ...read more
    • Hi all, I would like to record and track sales rep activities. These activities include:- entertainment, presentations, meetings, roadshows and such. I am not sure where or what property i could create to let sales rep select from an activity dr ...read more
    • Hi, I hope you can assist me. I have a form embedded on a Wix site and I need to automatically pass the UTM Source data when the lead comes from Google Ads. How can I achieve this? ...read more
    • Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f ...read more
    • Would like to send my coaching clients a weekly survey (or form) on eight different accounts. They score each topic 1-10 with the ability to add comments under each topic. Once we receive their weekly response, we would like to automatically (althou ...read more
    • Good afternoon. Our team setup a personalization token that we add to our links which just contains a user's ID number, and by adding this to the end of our URLs we've been able to track people who click on our HubSpot email links using our CDP. ...read more
    • When someone is already in your database with a lead source and you meet them at an event later and now the relationship has reignited, where in Hubspot do you capture that the event has generated new interest without overwriting the original lead s ...read more
    • Hi there, I want to run a workflow on a List of custom objects. I would like each object to complete its run through the workflow before starting the next. At the moment, I can manually enrol a list to a workflow, but they are all kicked of ...read more
    • Hello community, I created a process for a customer syncing Calendly with Hubspot. I created a logic in Calendly with a Round Robin function that splits an event between two SDRs'. (The Calendly event has the same URL. The Round Robin logic is ...read more
    • Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will a ...read more
    • Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b ...read more
    • What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We used to have 1 big sales pipeline, and would create Deals as soon as Sales started working a contact/company. We would never ...read more
    • 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
    • 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
    • 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
    • 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
    • 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
    • Hi, I wish to link our internal users to specific payments in HubSpot. This would replace going to Commerce -> Payments then searching by Payment ID or Object ID. The URL to view all payments is: https://app.hubspot.com/contacts/OUR_PORTAL ...read more
    • I want to create a Stripe Invoice automatically when using a Hubspot payment link for a meeting. Any ideas? ...read more
    • Hi everyone, we are currently just starting out with the Stripe payments integration with HubSpot. As we are based outside of the US, HubSpot's own payments tool is not an option for us. Having read some conflicting information on the web, I th ...read more
    • Hi there, I have the following question regarding the updated features in Commerce of Hubspot. Can I somehow create a flow that looks next: Create a deal, add a quote, and send it to the customer for a signature. After signature when the ...read more

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Community Spotlight

@elizheleva  

 

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Meet the Champion of the month: May 2024
Hello Community! I am thrilled to announce that our Champion of the Month for May 2024 is: Eli Zheleva 🎉 @elizheleva Let's give Eli a big round of applause for her contributions as our Community Champion of the Month! 👏 👏 👏 What makes Eli our Community Champion of the Month? Eli has been an invaluable...

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