CRM

Hello, I have the following issue: I need a report (chart) in HubSpot where I can clearly see how many deals there are per company. However, we always have to associate deals with multiple companies because we need to bill a different company...

Hi everyone, I’m currently working on improving our customer feedback process and want to integrate surveys into HubSpot CRM. How can I analyze survey responses effectively within HubSpot and link this data to customer profiles? Thank You.

Hi All! I am look to create a custom function on a date property that mimics a formula I have used in Excel. The Excel formula is IF (cell1 ="Annual",( cell 2+365),(cell2 +90) ). Essentially, I have a "Frequency" property whose dropdown i...

Hi HubSpot Community, I'm seeking clarification on how HubSpot handles referrer and UTM parameter tracking, especially across multiple pages and different user scenarios. I have a few specific questions that I hope you can help me with. ...

Hi, We have a custom Contact property in HubSpot that stores the value of a unique identifier property in our database of record. These values are pushed into HubSpot contacts via one-way sync from our database on a regular basis, but we do not ...

Hi, I am trying to create a report that shows a COUNT of the open tickets (status) each month. So right now I know I have 316 open tickets. But I cannot plot it by time/date. For example Last week I may have had 323 tickets open. I can see...

Hello HubSpot Community, I'm exploring ways to enhance our lead management strategy and am interested in distinguishing between leads accumulated over longer periods ("harvest") and those generated or converted within a specific, short timeframe ...

Currently it appears that when a task is assigned to an object and said task goes past it's due date, HubSpot automatically updates the task with a new due date of the current day. This is fine, except that this also updates the last activity date o...

Hey guys, is it possible to add a tracking code for a specific landing page? thx!

We are contemplating switching from Salesforce to HubSpot as our CRM system at our company. I am only familiar with Salesforce like MyBKexperience , and I am not sure how efficient HubSpot is as a CRM. Any feedback or information would be appreciat...

Hello, I am looking into setting up first touch fields/properties fields and workflows for the following contact objects: Field/Property Definition First Touch Date Date stamp of the fir...

Good day guys! We sell SaaS software to enterprise companies and we agreed with our CEO that "Deal Momentum" (measured as per formula in message below) is a strong indicator of whether we have a healthy deal or not. For simplification purposes, we...