CRM

Hi I am considdering moving my Account management team into HS. but I am not sure if they shoud have a sales seat and use the Sales workspace or they should be service Hub and use the success workspace. they are mostly sales driven however, I like ...

Hello, our sales team members need to book meetings with clients (contacts) and add an internal team member to the meeting as well but as you can see in the screenshot I can only see my available slots not theirs although their outlook calendares an...

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...

How do I check what the last modification was? Or the last activity? Right now, the only properties offered are last activity date and last mdification date but how do I see what the last activity or modification actually was? Especially since ...

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...

Hi All, I was just wondering is there an easy way to trigger a workflow when someone is un-responsive in a sequence? It seems quite hard, I've seen on sequences the details section, but can't seem to find Details on workflows. Otherwise I would ...

Hi HubSpot Community, I’m looking for advice on best practices for implementing the deal split function in HubSpot for a global customer scenario. Here’s our setup: Context : We’re working with a global customer across multiple regions. Two s...

When can we get a territory management flag so that when reps move, I can assign their territories?

Hello, New hubspot user here. I have Hubspot integrated with Salesforce and all seems to be working. We limit what syncs to salesforce to form completopms only. We have an exlusion on our "Salesforce Sync" list to not include people who complete...

Hi I am not sure whether our setup is unique, and therefore there is close to no chance that Hubspot has this feature, or if I am just missing something here. We have cases, where companies have registered with multiple accounts (for valid re...

Looking for alternatives to the native HubSpot meeting scheduler. Calendly is an obvious choice, but expensive at the lowest tier that allows integration. How does cal.com compare? Are there any alternative calendar integrations that provide a ro...

Hey all, I've looked this up on the forums, only to be directed to a page that 404's, but I'm looking to create a customer-facing pricing calculator to help our sales team when speaking with a customer. Ideally it would be a clean solution, ...