We have a custom property called "Lead Source" that we set up to help simplify the whole original source and original source drill-downs thing and make it easier to have an at-a-glance look at attribution that includes specific partners and channels read more

I tried building a customer journey report with a filter that only includes leads with an associated deal categorized as "follow on business." I made the first stage lead creation and the next stage, page visit/ad interaction/email click. This would read more

How can I see the NAME (not ID) of the Latest Source Drill-down 2 field in a report, in the same way, you can see the NAME (not ID) in a view on the contact list? I have attempted workflows and looked at all reporting tables. Please send help. read more

We have been working with reports that look at form submissions form our demo request forms and pulled them into graph for inbound leads. Now adding chatflows to the channels of incoming leads, these reports don't work as chats don't count as fo read more

Does anyone have a solution to excluding workflow enrollments from influenced contacts after they have included the workflow in the campaign? I realise now that including our email workflows on the campaigns was a mistake. Why 'enrolled into a read more

Is there an easy way to identify contacts with multiple email addresses? I would like to set up an automation to notify me of this

Is there a way to track file URLs that are created in HubSpot? Views, sources, etc?

At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who read more

Hi there fam! I'm wondering if there's a way for me to (without Ops. Hub) build reports for my sales leadership where we can clearly see how many meetings an SDR booked & Close won deals associated with SDR. We currently have 3 members on th read more

Hi everyone, Is it possible to build a customer retention report in HS? or to build properties that would make that possible? For context: once I get the rate of retention I would then breakdown a few different reports by source and list of contacts read more

Hi Team, I'd like a report that will show me how long it is taking our Sales team to contact new leads/contacts after form submission. Can you please provide some guidance on this? Thanks,

I'm working with a client who uses 2-3 data sources on their custom dashboard reports (contacts, companies, deals) in order to pull in the fields/data they want. But the problem is, when they go to export, the report shows duplicate data. It doesn' read more