Hi everyone, I’d like to build a workflow that automatically creates a task 3 months before a deal's close date . The purpose is to remind the sales rep to schedule a meeting with the prospect if one hasn’t already been booked. So essentially: read more

It was working perfectly until it suddenly stopped for no reason. I was able to make it work with Zapier but the lead source is not right via this method. It's not a pop-up form, any help is much appreciated.

Hubspot is assigning the wrong contact name to all emails I'm sending from my outlook email account. When I review emails in the hubspot web application, all my emails say they are from one of my client contacts. They have her name listed, but whe read more

My company does direct mail marketing; we mail a physical letter to each of our prospects on the list for that week. Until 3/23/2025 I was able to export my active list and download an excel table with my Contact Properties First and Last Name, and read more

お世話になります。 Eメールを送る際、お客様の会社名をプロパティにて入れましたが、会社名が空白（入ってない）場合には会社名を埋め込まないような振る舞いはできないでしょうか？よろしくお願いします。

How can I create a template for sequences where reps can go in and enroll their own contacts to it? I created the sequences I want, would the next step be to just tell them about it and they clone it themselves?