CRM & Sales Hub

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties. Property A (Initial Input Date) Property B (Rolling Input Date) Where read more

I've updated the About this Contact card, removed some properties, and added a custom property to assign segments. I tested the section with various contacts, and it's coming up correctly. However, my Outlook sales desktop and online both show sligh read more

Hi all, I’m building a workflow where ChatGPT identifies whether a company is a parent or a child . That part works. Now I want to auto-associate them — and I’m stuck. Domain matching doesn’t work (parent & subsidiaries often share read more

Hello, I’m experiencing unexpected behavior with the “Fill contact details from emails with HubSpot AI” feature for contact properties. Context: Connected personal email address The “Fill contact details from emails with HubSpot AI” setting read more

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each read more

Hi everyone, I’m trying to build a “conversion rate” report in HubSpot to measure: Number of won deals / total number of qualified deals at a global team level . On paper, this seems straightforward, but I’m really stru read more