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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

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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

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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

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

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karstenkoehler

Hall of Famer | Partner

March 09, 2026

@sbi85 thanks for clarifying - Ud recommend a custom property then that aggregates both the HubSpot defaults, if you want, and your third party dat...read more

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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

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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

Arsath on March 07, 2026

POC to Production sales process in HubSpot – one deal or two deals?

We are implementing HubSpot for a service company where the sales process includes a POC (Proof of Concept) before the final production contract. The pricing model is different in each phase: • POC runs for ~30 days with a higher price per call read more

Reply Discussion Deals How-To Professional

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emma-

Member

March 08, 2026

Hi Arsath, interesting scenario—POC → Production phases come up quite often with service companies. Chris’s single-deal setup with separate POC and ...read more

NousherChohan on March 07, 2026

Whatsapp Integration Issue

Hello Everyone, Hope you all are doing well! I have been trying to automate our business whatsapp by creating the workflows in hubspot. But whenever I try to connect whatsapp into hubspot, it is giving me error stating that my whatsapp is restricte read more

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DiscoverDigital

Participant | Gold Partner

March 09, 2026

Hi @NousherChohan - the "restricted" error you're seeing is almost certainly because your WhatsApp number is currently registered on the WhatsApp B...read more

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