CRM

Do you believe the product usage data should live in HubSpot, yes or no? There are plenty of use cases I know, and it is crucial, but still getting your views. Data Team believes (which is right from their perspective) that product usage data sh...

Hi, I have different pipelines and each pipeline has different "About This Deal" properties in the preview customization. How do I have multiple About this deal cards and associate with the relevant pipeline? I can't find the option to create th...

I'm looking for the possibility to automatically update Deals' Close Date if it has already passed to a date in the future. For instance, if a Deal 'Close Date' has already happened and the Deal isn't won or lost, the 'Close Date' automatically mov...

Hello everyone, I work in sales for a small service company in Ireland and we are starting to implement HubSpot. Our company is small and most of our prospecting is done through in-person visits rather than digital marketing. I would lik...

Is there a way to import contacts from Iphone to Hubspot Ios app? I tried as per : https://knowledge.hubspot.com/import-and-export/import-contacts-on-the-hubspot-mobile-app the hubspot app is just ont shown as an option! : ...

Hi All, In the deal record, attachments are added to the Attachment card both manually and through email. Is there any option available to use labels or tags to differentiate attachments ? For example: Vendor Quote, Customer PO, Proposals,...

Hi All, In HubSpot we are currently using the legacy quote tool . Based on a single deal record, we create multiple quotes for the same customer. Is there any option in HubSpot to differentiate quotes using labels or tags (for example: MS ...

Hi there, Does anyone know if there is a way to filter contacts based on whether or not they have 2+ fields of a multiple checkbox property filled out? It doesn't matter which two. The use care is that my company runs training programs a...

Hello! I have a Hubspot sales pro account, and Im trying to have the submissions of a Hubspot form automatically export into an existing Google Spreadsheet. I used workflows for this purpose. I mapped a fw properties to the headers in the google sh...

Hi all, We have just integrated the HubSpot marketing hub with our CMS - Drupal. We have a webportal on there and at first there was an issue with the Log in form - it is a non-hubspot form and basically every time someone logged in to our por...

A search bar within the property groups panel would make it much faster to find the specific property group you're looking for — without having to manually scan through each group. Use case: Our team regularly works with 100+ property groups. ...

I am planning to connect my Google Ads account with HubSpot, but I need complete clarity before proceeding. My main concern is understanding the level of data access involved in this integration. Specifically: How much of my HubSpot data can Goo...