Hallo zusammen, wir haben das Problem, dass im Dashboard (Notizen bei den Aktivitäten) Infos nicht korrekt sind. Mitarbeiter legt Notiz an, mit der Notiz ist ein Deal, Kontakt und Unternehmen verknüpft. Im Dashboard wird die Verknüpfung aber nie a read more

Hi - Looking to use custom report builder to build a report that can list all customers in a matrix with the marketing emails we have sent to them and indicate/flag which of those emails they have clicked. The AI tool only works for single-object re read more

Hi! I'm onboarding a client launching a new content marketing program. They've also recently starting using HubSpot for CRM and sales functionality. One of our primary goals is getting the most important content KPIs and reports up and running t read more

TLDR: Don't use Hubspot Teams, enumerate your users in filters on reports to avoid getting 'Unknown User'. We are growing our BDR team so I have been trying to manage users under two buckets: AE Team and BDR team. However the implementation of read more

A client requested a column in a table that sums deal amounts of all deal stages except closed won or lost deal stages. I had to create a custom formula field and add it to the table column. But the formula's output is always zero. Here is the formu read more

In the ads analyze part hubspot provides the total ads spent report. But it includes only facebook,linkedin,google ads by default. I want to expand the total ads report to include other ad campaigns. Is it possible to edit the total ads report done read more

Hi! We use a custom property to track the lifecycle stage of our contacts. I'm not sure why we do this, as I only joined the company recently and inherited this system, but we are not able to change it. I know there is a HubSpot default prop read more

Dear Support, we've established all connections possible between Facebook and Hubspot. Pixel, Leadsync, Hubspot Tracking Code etc. As I've understood, Hubspot recieves the fbclid through facebook leadform ads and sends back Phone Number, Name & read more

Hello, is it possible to change the view in the performance section of a campaign? Kind regards Anna

How can we track when someone visits a tracking URL and have that data populate as a credited interaction in the Deal Attribution Report? Currently the only way I am seeing this even being possible is through creating a Custom Event. Would this read more

Hey! So the new hubspot forms appear to not allow for the normal GTM triggers that were previously available. Our old forms were set up using this solution which seems to be the standard solution of looking for a onFormSubmitted event and sen read more

Hi, We have recenty created a survey and would like to be able to create a card against the company/contact record with the survey response properties in it. I cannot find a way to do this but given that the properties exist, it feels like it s read more