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Deal Stage Conditional Logic
- Hi Community! I have found out that what I'm trying to achieve it's not possible so would like to have your ideas for a workaround. I’d like to set up conditional properties within the Closed Lost Reason dropdown to capture additional det ...read more
Open Company Record with Overview Tab (not Activities)
- Dear community, a single company record has three tabs: "Overview", "Activities" and "Intelligence". If I enter a company record, by default, Hubspot shows me the "activities" tab. Is it possible to change that for all users, that the "o ...read more
March 19 | Inherited CRM Chaos: How to Optimise for Success
- Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really tru ...read more
Error in updating next step delivery date in dynamic sequence
- I started a new dynamic sequence today and sent out the first email to a handful of contacts. I got a few auto responses saying they were out of office, and they won't be back until after the step 2 delivery date. I'm a long time Salesloft user at p ...read more
Struggling with how to setup hubspot for my atypical business model.
- S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s ...read more

Using QR code's to track in-person event attendance
- Hi, Our company hosts a number of in-person events throughout the year. Currently, the check-in process consists of: An admin person making a note of the email address of those who attended on an excel The admin then fills in a form after ...read more
Track Conversions from Google Ads to Form Submission
- We’re currently running Google Ads to drive conversions to our demo request form. We have Google Tag Manager set up and the HubSpot pixel added, but conversions aren’t being tracked properly in Google Ads. We use a scheduling page on our dem ...read more
The Overlooked UI Details That Can Make or Break Mobile Optimization
- Hey HubSpot Community, We all know mobile optimization is essential, but sometimes the smallest UI details have the biggest impact on user experience. One common issue is misaligned or cramped content elements, especially in areas like usernames, b ...read more
No way to delete or distinguish between featured images
- I uploaded an image that I resized and deleted the old one, and now they both show up and I can't distinguish between them. ...read more
Send an email after call that was booked through meetings scheduler link
- I am looking to set up an automation that sends an email as soon as a call is finished. In the meetings scheduler automations tab, you can set a "pre-meeting" reminder email. I'm looking to send a post-meeting follow up email right after the call co ...read more

Contact not associated with ticket responds
- We forwarded an email from a closed ticket to another person at the client company. The contact was not associated with the ticket and responded to our email. Their response was logged against the ticket but the ticket did not reopen. Do th ...read more
Automating Churn & Termination Tracking in HubSpot
- Hey, I’m working on setting up a better way to track churns and terminations in HubSpot. Right now, there’s no solid process in place, and the team has asked me to automate it. The idea is simple: if a customer emails support@example.com wi ...read more
Invoice and tickets
- Hello, I have a QuickBooks integration that syncs invoices to HubSpot. If an invoice remains unpaid for 30 days, a ticket is automatically created on day 31. The challenge is that some companies bill separately by state but have one main contact p ...read more
Use case and benefits of using Object?
- Hello I am currently reviewing the service feature, and i have a bit of a hard time to understand the value it is providing. I have a potential use case, that we are currently handling with tickets in Hubspot, and I wonder if moving this proce ...read more
Combining Live Chat and Chat Bot?
- I am trying to set up a system that uses the Chat on our website in such a way that it first qualifies someone by asking one question and then, depending on the answer, getting them in front of a live person or having them go through self-help optio ...read more

Managing App Integrations
- My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, ...read more
Netsuite to Hubspot Custom Field Sync Issue
- I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to popula ...read more
Workflow enrollment for deals with assigned deal of labeled assignation
- I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for: - deals which as in particular pipeline - [and] deals which ahve assidned another deal in labelled assignation ...read more
Tracking previous deal stage
- Hey all, I am trying to track the previous deal stage in HubSpot. Recently HS released an update to track properties changes on object. So for my purpose I have started tracking properties changes for deal stages. It looks like this on custom even ...read more
How to automate location formatting issues
- We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it? ...read more

Update List Filter Email Event API Error
- Hi, I'm trying to create/update the filters of a Dynamic List. It is a simple filter: Get all Contacts who Received and specific Email. I tried both adding the filters in the creation and updating an existing List. The Update body for example: ...read more
Feb 2025 HubSpot Dev News: Mentorship Returns, AI Insights & New Dev Tools
- Happy (last day of) February, devs! It's cold here in Brooklyn, where our editor resides - but luckily, everything happening for HubSpot developers this month is keeping her toasty warm in front of her laptop! 🔥 From the return of the Hub ...read more
The HubSpot Ecosystem Mentorship Program is LIVE! Ask program questions here
- The HubSpot Ecosystem Mentorship Program is open for applications ! This 9-month program pairs experienced professionals with those looking to deepen their technical skills and grow their careers within the HubSpot ecosystem. 👉 For Ment ...read more
How to locate recordId for Properties via API
- I'm trying to PATCH (Update) a Property I went here first: https://developers.hubspot.com/beta-docs/guides/api/crm/properties for guidance. Then I pulled down a list of properties: GET https://api.hubapi.com/crm/v3/properties/deal ...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

Game of Emails: Compliance is Coming – Inbound24 Recap
- 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
INBOUND 24 Recap Day 2 & 3
- 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
Topic Ideas for Project Managers
- 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
Post-Show Follow-Up
- 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
INBOUND Recap Day 1
- 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

Community Spotlight

@Gilempert

Meet the Champion of the Month: March 2025

Hello Community! I am thrilled to announce that our Champion of the Month for March 2025 is: Gisele Lempert Acosta 🎉 @Gilempert What makes Gisele our Community Champion of the Month? Gisele is an all-round HubSpot expert, entrepreneur, and co-founder of Vende Más , a HubSpot Gold Solutions Partner. Gisele is committed to providi...