CRM & Sales Hub

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

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

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

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

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

I'm looking for the possibility to automatically update Deals' Close Date if it has already passed to a date in the future. For instance, if a Deal 'Close Date' has already happened and the Deal isn't won or lost, the 'Close Date' automatically mov read more