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Tracking/Stocktaking Marketing Materials
- We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? ...read more
How to address large amount of duplicate companies?
- Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sur ...read more
How to Prevent Spelling Errors in 'Job Title' Property Set as Single Line Text?
- Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, ...read more
Inbound Leads > Disqualification Email Automation
- Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eter ...read more
Taking advantage of the Inbox feature
- Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it poss ...read more

Using associations (and their properties) as properties across multiple features
- Background: I'm new to HubSpot and trying to get a better understanding of what I can do with the data structure in HubSpot. We have Service Professional with all other modules at the Starter level. Problem: There are multiple areas where ...read more
Sale to clean stock campaign - Strategic approach
- Hello! I need some advice. I am working on a performance media campaign for a local brand that usually does not apply discounts on their products because they are premium and its part of their marketing strategy, positioning. They have received ...read more
Sending a B2B email on the Monday before Thanksgiving
- I'm seeking opinions on sending a B2B newsletter the Monday before the US Thanksgiving holiday. I figure it could go either way. Everyone is OOO, and it will get lost in their inbox when they return. OR It's a quiet week, and it might be the best ...read more
Contact Journey Reporting?
- I'm being asked to create a "user flow" report. From what I understand, the goal would be to visualize the touchpoints (user sources) that a user goes through between lead and deal. Any thoughts on how to accomplish this? We are currently Marketin ...read more
Transactional IP for multiple domains
- Hi, We have two different websites connected to Hubspot. We have bought the transactional add-on and we use it to send emails from one of the websites. We want to send transactional emails from the other website as well. Is it possible to use the ...read more

SLA Excluding Lapse Time
- Hey folks, We're doing a lot of work internally to review close time for our service desk, but one of the things that's causing us issues is the fact that HubSpot takes lapse time (i.e. - time spent waiting for a client to respond) into the tota ...read more
Searchable FAQ with Keywords
- Hi there, Does anyone know if there is capability in hubspot to create a fully searchable FAQ section where you can add keywords, links, images etc. I've seen part of the wiki page that hubspot offers but the FAQ we would like to create will i ...read more
How do i get the ticket's associated contact/company in a workflow
- I have a support form in our support portal, and i want to be able to create a workflow, where when a ticket goes to a specific stage, we send the information to clickup. But when i look at the ticket options, i dont have access to the associated c ...read more
Workflow trigger based on recipient?
- We handle inquiries from two distinct customer groups, each with their own designated support email address. For the sake of streamlined operations, we prefer to avoid utilizing separate inboxes and pipelines. Can HubSpot workflows be initi ...read more
Reporting on Tickets by company
- Hi, Been trying to build a report that would allow me to view any companies that have submitted 5 or more tickets 'this week', i don't seem to be able to filter on the ticket count field though, so support suggested to create a ticket counter fiel ...read more

Data set to attribute £xxxafter being enrolled in a workflow and visiting a xx webpage thereafter
- Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H ...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
Bulk Delete Activities - how to?
- Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh ...read more
Include Mail Sequences in Activity Report
- Hey all, I created a report with the following axes: y-axis : count of activities x-axis : activity date I set a filter for the activity type to only include calls, meetings, and emails sent to contacts. However, this filter seems to ...read more
Tracking lead sources and conversions
- Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're f ...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 Advo ...read more

Calculating the amount of transactions over a period
- Hi community, We are a non-profit organization, and I would like to create a list of contacts based on the cumulative amount of donations (transactions) in euros they made over a given period. For example, all the contacts who have given less than ...read more
Send recurring invoices as pdf by email meeting Germany law requirements
- Hi, can I use HubSpot to send our monthly invoices as pdf documents by email? Payments do not necessarily need ot be handled. This is something our tax account does, but we need to able to invoices compliant to German law, see here: ht ...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
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 Community in 2017...

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