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NPradhan0 on March 06, 2026
Product Usage Data in CRM
Do you believe the product usage data should live in HubSpot, yes or no? There are plenty of use cases I know, and it is crucial, but still getting your views. Data Team believes (which is right from their perspective) that product usage data sh read more
Reply Discussion Best Practices
0 upvote
0 Reply
Solved
connorohess on March 06, 2026
Automate Report Filter Changes
Hi All! This might be a bit of a stretch, but I'm trying to create a workflow or report feature that alters a report filter on a schedule. For context, I created a report that displayed this year's cumulative closed deal amount, overlayed with read more
Reply Discussion Reports Workflows
0 upvote
2 Replies
connorohess
Participant
March 06, 2026
Hi Karsten, I think I figured it out. To answer your question, I had the report set up with the following filter: Date entered "Closed Won" ...read more
Solved
Imelda on March 06, 2026
Inspection Details Form to Ticket Wrokflow Advice
I have a contact based wf that's supposed to update the ticket with the inspection date and time based on a form the inspectors are filling out, seemed to be working well all this time until I realized instead of updating the corresponding ticket on read more
Reply Discussion Contacts Tickets Workflows
0 upvote
6 Replies
Tzuriel
HubSpot Employee
March 06, 2026
Hi @Imelda Honestly the "Internal error" message doesn't have too much info. I would try again and if the error persists, get in touch with ...read more
1stClaas on March 06, 2026
Customer Agent and Chatflow GDPR issue
Hey, we want to run chatflows inside our platform. However, even understanding it is originally a sales tool, the flow keeps connecting to google or linkedIn services, things our customers don't consent. Now, how do other companies solve this? read more
Reply Discussion Chat GDPR
0 upvote
3 Replies
EugeneAtKiwi
Contributor | Diamond Partner
March 06, 2026
Hey @1stClaas Depending on how your tracking codes are set up right now, there'd be a few ways to check how particular tracking codes are set. On...read more
Solved
ridazaidi01 on March 06, 2026
"About this deal" customization
Hi, I have different pipelines and each pipeline has different "About This Deal" properties in the preview customization. How do I have multiple About this deal cards and associate with the relevant pipeline? I can't find the option to create th read more
Reply Discussion Professional
0 upvote
4 Replies
ridazaidi01
Participant
March 06, 2026
Found it @karstenkoehler Thanks!
Solved
ManuZuluaga on March 05, 2026
Issue with PDF orientation for sharing reports
Hi everyone, I’m running into an issue related to PDF orientation in HubSpot and wanted to see if anyone has found a good workaround. We were initially downloading/sharing those reports as PDFs, but HubSpot seems to force a vertical orien read more
Reply Discussion Reports
0 upvote
1 Reply
Tzuriel
HubSpot Employee
March 05, 2026
Hi @ManuZuluaga , I’d recommend exporting reports as a ZIP of PNGs , as this format generally preserves the best visual quality across most ...read more

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