CRM

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...

Hi All, Got a niche case, where I use multi text fields as a variable in emails in for AI emails. For example a sequence email will be {Ai Clay Email} Issue I am getting is when I manually enroll people in sequences, the formatting from th...

Urgent HubSpot Question: I’m working with an agency that currently has a HubSpot account with a significant outstanding payment. The company is considering leaving this account and moving to a new HubSpot account because the pending balance is ...

I'm pretty sure I used to have it added, but now I'm unable to figure out how to add it back. You can see what I'm referring to in this video https://www.youtube.com/watch?v=CNKeHTe1lYk at 3:17. Any help is much appreciated.

As you can see, in the screenshot above, I am past the point of where the system won't let me delete the Custom Object due to associations/usages in other places. However, I still can't delete it and am getting the error in the screenshot above...