CRM

I would find it beneficial to be able to view the personalisation tokens that were set within the marketing email that has been sent to a contact on the contact record timeline itself. Would be nice to get a view of what exactly the recipients get ...

My company is running into an issue with the length of the generated company ID. Until recently, all of our company IDs were 10 digits long which meets the maximum length for our insurance cloud management system. Now some of our company IDs in HubS...

How do I remove a former user from being an option in the "__ Owner" fields for Contacts and Owners? Knowns: The user no longer appears in the Settings > Users & Teams so there's no way to delete them The user is the owner of 0 Deal...

Hi, Is it possible to create a calculation property using an if/then equation? Use case: I have a workflow that has a date stamp set when a contact enrols, if that contact quotes or purchases within 30 days of the enrollment date stamp, I ...

We're looking for a way to export all properties of an object on hubspot to a word document, or to a google doc. Is there any built-in way to do this? Or an app we can integrate?

Hi HubSpotters, I'm wrapping my head around the following use case: We want to create a company 'lead score' so to speak to identify companies that show high sales intent. Ideally I want to create a Company property that adds up the indi...

Hey Community, Can you suggest me great BI tools which are easier to integrate with Hubspot Sales and Marketing Hub

Hey all We're promoting an SDR to a sales rep and I'd like to keep their SDR activities on the SDR team and have their new activities on the sales team - this is important for our metrics. The obvious workaround is to create a new user.. but tha...

Hi, I just have a problem with an user being able to merge 2 datas since he was the owner. I would like this to be available to only ADM or at least in the Role I be able to configurate who can do this action. This is not something we can UNDO...

Hi, any chance we can see the same permission modularity we see on the CRM Object access section (View, Edit, Delete) built into the Marketing elements (Forms, Lists, Files) when using a HubSpot Professional license? That would be extremely hand...

We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t...

I'm planning on creating different Hubspot lists to have activity record for say sales leads, marketing mailing contacts, investor communication, vendor communication. Is this the best way to do it? What are the alternatives?