CONTEXT: We are integrarting an ecommerce site with Hubspot. When a customer buys a product in our site, using HS's API, we create a contact, associate a deal and a specific stage. WHAT WE NEED: We are creating an automation in HS. When the de read more

We are using the Round Robin Meeting tool. We need to assign as the contact owner, the user that the contact ends up having the meeting with, not the owner of the Round Robin calendar. I understand this is not possible in Hubspot. So we are trying read more

Would be great if you could report on the previous owner of a record (salesforce allows you to do this)

Hello, When in a deal, I would like to display more contact level custom properties on the contact section on the right hand side of a deal. Currently it appears that we can only display: name, title, email address and phone number and the onl read more

Hi, we are testing Hubspot CRM as a potential platform to move to. I encountered an unexpected issue with pasting an image from a Teams meeting during our recent call with a customer. When I paste an image into the body of the Log, I can no longer s read more

Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more

Hi, Today we started having an issue where the contact owner is added to the meeting as an attendee it will not save. It will allow me to add the contact owner as an attendee but upon saving, it has removed the contact owner and only has the con read more

Hi, I've just had a new customer contact us using the contact us form on our site. They also opened a live chat. For some reason, this new customer's information has been automatically linked by Hubspot with an existing contact - who is a co read more

I'm wondering if anyone knows/can figure out a way to limit meeting scheduling to Hubspot contacts only? As the meeting request form automatically creates a new contact if none matches the email address entered by the user, we end up with a lot of d read more

Hello, we are trying out Hubspot CRM and have begun entering Tasks, and attaching them to contacts, companies and deals. However, we have not received any notifications or reminders for any them, and several tasks have gone past due. We are not read more

We are a b2b manufacturer and receive many leads from end users that we cannot fulfill directly. We pass them on to chosen customer companies that then install the product in a leads home. We need a way to associate it to the company we give it to a read more

If I've created a sequence and some of the contacts have bounced, what is the best way to change the email address and re-enroll them?