CRM

I have two sales reps who attended a meeting with a potential customer and want both to receive credit for this activity in HubSpot’s Completed Activities Report. Currently, only the rep who logs the meeting gets credit, and HubSpot doesn’t seem to ...

We are currently having an API data sync being created to have data migrate from our HubSpot CRM to a mortgage tracking software, but it is not finished being built yet. In the interim, we are using CSV exports from HubSpot and importing those into ...

I'm currently building a list to understand how many contacts are submitting forms over 5 times - what I'm curious about is there a way to refine my filters so that I track specifically contacts that have filled out 5 or more forms within a specific...

I need to track activities related to conferences over time, including for contacts who may attend multiple conferences without losing or overwriting previous data. Activities I need to track include pre-booked conference meetings, post-conferen...

I am trying to create a Run Rate% that estimates a revenue percent based on forecast with the following dataset properties: - Q1 QTD Sum : Sum of revenue numbers from about 100 companies - Days Elapsed in Q1 25 : a calculated dataset property (ve...

I have a site that captures leads using the Hubspot pixel. Almost everything works properly, but the contact's "Conversion page" value is empty ("First conversion" and "Recent conversion" properties are fine). I can't find documentation on "...

My team is tracking our 'relationship touchpoints' as a custom object. I am working on a report comparing touchpoints to goals for each client. I want to include companies that have a goal but zero touchpoints. I have tried applying '#count of relat...

Hello, we are implementing the new beta embedded code form on our website, but we are unable to locate the hubspot-form-success event when the form is submitted. The problem is that without triggering this event, we are unable to track conversions ...

Hi all - trying to set up a report to track meeting types i created like Discovery, Adhoc, 1:1, etc. How do i do that. Tried everything an it is only allowing me to track calls vs meetings. Thank you!

I am trying to build a report that shows closed revenue by year by company/manufacturer which is simple. Its when I add another "dimension" that I can no longer compare which in my case is a custom field I have called PROPERTY. Ideally I'd like to...

Ok, so I thought I wanted a simple report, but apparently not. I want to visualize how the deal pipeline is changing on a month to month basis. X-axis is month, Y-axis is deal total in the pipeline. I understand now that historical data is...

Hi there, I am looking for some help to build a custom report where I can see the following breakdown: Total margin on closed deals in current year - Total margin on closed deal per pipeline in current year - Total margin on closed deal per p...