CRM

Hello, When a deal is marked as Closed Won, we have it sent up so a notification is sent out to various users to advise them of this. We also want to have a list of all the Line Items (and corresponding quantities, etc) displayed within this notif...

Dear HubSpot support, I need help with setting up a relative date calculcation on Deal level. Here is what I want to achieve: When creating a new deal, the Create date is automatically set to today (this is already the case and should be so)...

Hello, We recentl set up an integeration from an airtable form to create a ticket in Hubspot. the interation is working fine and the tickets are showing in the IT ticket pipeline. We want to utliize the service hub and help desk. When we go to help...

I’m trying to create a reliable “recent marketing engagement” summary on a contact record in HubSpot that sales and leadership can reference without digging through the activity timeline. Specifically, I want a single contact property (rich te...

it appears HubSpot is making changes to the Quotes report page . Previously, from the Quotes report, you could Copy Link, Download, Clone, Recall & Edit, Archive, or Delete a specific quote. That functionality is no longer available there —...

Hi all, I am trying to set and report on a Revenue Goal to show attainment towards total Closed Won Deal revenue for 2025. When I set up this goal, it makes me select contributors and these contributors have to be active users. However, some of...

Can someone explain the actual pros and cons of using parent child accounts in hubspot please? Im specifically interested in a few things: 1) where does the sales outreach acitvity get logged? Probably on the company based on domain name? Only on t...

We’re seeing an issue where an existing contact’s owner is being updated when the contact submits a form , even though we want existing owners to remain unchanged. Scenario: Contact already exists and has a Contact Owner The same contact s...

Hello HubSpot Community 👋 This is Sabrina from HubSpot’s product team. I’m wondering if you’ve ever had trouble finding the right record to associate while you’re already on a record page - for example, when you’re on a deal , click “Ad...

Our firm needs to differentiate and further classify contacts into segments. The situation: 1. Our firm attends multiple conferences and events each year. 2. We separate contacts from each event into two types: a. Existing contacts: already re...

Hi All, I cannot get my Hubspot account to sync with my Xero account. The error message says to make sure I have 2FA set up, which I do - so I don't know why it is failing. Has anyone found a solution to this before? Thanks so much for a...

I’m trying to implement a meeting assignment logic for my sales team (10 reps) based on the company size that prospects self-report in the meeting scheduling form. My routing rules should look roughly like this: For big clients: If reps...