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LinfordWest on March 10, 2026

Best options for comprehensive communication exports (emails, calls, texts) for compliance review?

I'm looking for the best way to export or provide access to all communications associated with contacts in HubSpot, including things like: Emails (logged or sent through HubSpot) Call logs and recordings SMS/text messages (via integrations) read more

Reply Discussion Best Practices

0 upvote

2 Replies

LinfordWest

Participant

March 10, 2026

Thanks Colin! Very helpful insights that I will start looking into 🙂

SistOnlinua on March 09, 2026

Best HubSpot data model for courses and enrollments

Hi everyone, I’ve been struggling for a while trying to properly structure HubSpot for an education website and I’d really appreciate some guidance from people who have solved similar problems. I run a website that sells courses and longer di read more

Reply Discussion Enterprise

0 upvote

4 Replies

JWingate2

Guide | Elite Partner

March 10, 2026

Hi @SistOnlinua , Hope you are having a wonderful day! I have previous experience working with an LMS in HubSpot (HubLMS). HubSpot has a Ob...read more

tylerdeion on March 09, 2026

TASKS NEVER IN THE PREFERRED ORDERAutomated Task Queue Prioritization: Can I sort by Unit Count + Lo

Hi everyone, I’m looking for a way to automate our task queue sequencing so my team doesn't have to manually hunt for the "next best lead." Currently, we waste too much time reviewing properties before every call. I need a system where, when read more

Reply Discussion Tasks

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

March 10, 2026

@alex_m_89 how would one set up a workflow that runs hourly?

Solved

twj1522 on March 09, 2026

Old Meeting Link being Used

One of my clients has a meeting link for someone that is no longer with the company. We thought it had been removed from everything, but it seems we've had 2 submissions to it in the last 30 days. I know this because we have a report that tracks ho read more

Reply Discussion Professional

0 upvote

5 Replies

EugeneAtKiwi

Contributor | Diamond Partner

March 09, 2026

Hey @twj1522 , Based on your access level , you should be able to filter by the "Owner" on "Meetings" page. The top option on that list would be...read more

Solved

sbi85 on March 09, 2026

Which field to use to record the last activity of a contact?

I'd like to record the last engagement a contact did on any channel. This includes: - Hubspot email clicks/replies - form completions - page visits on our site - LinkedIn engagement (comments, likes - tracked by 3rd party tool - Syft) - Link read more

Reply Discussion Best Practices Contacts CRM

0 upvote

5 Replies

sbi85

Member

March 10, 2026

Ok, yes. Thanks for the recommendation. I wanted to be sure there is no other more embedded and accepted way to do this. Cheers.

Solved

Gotcha on March 08, 2026

Drip campaign for different types of deals

To keep it simple, we have clients in different verticals, different buying behaviors, etc. We want to start a drip campaign once they enter the sales process. However we will need multiple drip camaigns as an email good for one client, wont be go read more

Reply Discussion Marketing Email Workflows

1 upvote

2 Replies

JWingate2

Guide | Elite Partner

March 09, 2026

Hi @Gotcha , How much of the nurture would change based off of the complexity? If it is content of the marketing email, but the overall stru...read more

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