My pipeline consists of several stages: Discovery Review > Detailed legal and technical review during the pre-sale phase Proposal > Quote sent Validated Quote > Written confirmation received Closed Won I would like to prev read more

Hi there, We bought Operations Hub pro so we could easily deduplicate our companies. I'd like to merge based on company owner, but the out of the box filters in the dedupe tool are limited. Specifically, if I have a conflict between two owners, read more

Hi Community, Does anyone know of a way to automatically determine and set VAT for companies, based on the company name and address data? Regards, Mario

Hello ! I'd like to have your feedback about Hubspot's best practices. I use Hubspot forms on my website (contact, download different types of contents...) and I currently have more than 100 forms in my CRM. Each form drives toward a different co read more

I created a workflow with custom code to fix misspelled gmail domains, so for example jane@gmai.com would update to jane@gmail.com . I put the code into the workflow, tested a contact, and the test says it was a success, but the contact's email n read more

How can we reference the account's timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this information is visible for user read more

Hey there—I am fairly new to a team that had an existing Hubspot account that was set up before I started. Our Hubspot is huge, and we have lots of employees adding, updating, and generally managing our account. To say things are a mess is an unders read more

Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more

Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.

Hi, I want to populate a property on a company object with the last time that a meeting of a specific type, e.g., a QBR, was held. I can trigger this based on a filter for any companies that have a meeting of this type, but I can't seem to figure ou read more

I'm currently looking for a smart way to update the renewal dates for subscription products. Our set up is the following: - our sales team sells SaaS products as well as one of products using Hubspot, we currently do not create renewal deals in read more

Hi, I assume it is not at least yet possible to delete contact's associated records with workflow (e.g. emails, notes, calls, etc.) - but is there any workaround or app or anything for this? Thanks, Suvi