Managing Companies, Contacts, and Assignments We’ve been facing some HubSpot challenges that impact our team’s operational efficiency. I wanted to share these issues and see if other users have experienced something similar or have suggestions for read more

We're facing a lot of difficulty using the Help Desk integrated with WhatsApp . It's very slow, which is hindering the operation of the support team. Messages take a long time to be sent and loaded. And after the first send we always have to ref read more

We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of read more

Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more

We have a lead type called a "blind refe**al." This is when we are working on obtaining an warm introduction through one of our partners. Our partner has indicated that they have a prospect lead for us, and we track them as a lead until the handoff read more

Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com read more

We use HubSpot Round Robin assignments and love it, but there is no way to filter out the spam leads without human intervention? Is there anyway to incorporate a workflow for when leads submit a form that are very obviously spam, that they don't ge read more

Looking for a few suggestions without having to build the API myself. Let me know.

Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ? I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed . I cannot find any read more

Hello HubSpot Community, I hopefully chose the right location for my question below. I am looking forward to your input and ideas. Situation: We want to measure how much time our sales reps spend on after-sales tasks. The goal is to better unde read more

We are scratching our heads here! A user creates a meeting in the CRM (on a Contact record), but when he clicks on the link (say in the Google Calendar), it asks them to request to "Join" and wait till the "Host" admits them! Background: the cl read more

Hello! By mistake, I changed a workflow that enrolled many businesses and changed massively 2 business properties: "value" and a customer created property. As a consequence, the workflow restated all these businesses value to 0, due to my mi read more