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 Leer más

Hi everyone, I’m facing a challenging issue and could really use your help! I need to create a personalized token for my quotes template using a custom object (Vessel). Unfortunately, I’ve realized that directly pulling custom object properties Leer más

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 Leer más

I've noticed that the service object is missing from the index page, and currently, we can't perform automation actions for it. It would be incredibly helpful to have the service object Leer más

I'm wondering if other professional services firms are using the Product functionality in HubSpot and how. I'd like to be able to add different services to a Deal, but our pricing varies depending on a number of things, so then do I have to create a Leer más

With custom objects, is it possible to set the default tab to Create New instead of Add Existing? For some of our purposes, it's not logical to Add Existing but instead of removing the tab it would be great if we could just select Create New as the Leer más

It would make sense to be able to restrict the objects that you see linked to an object, depending on the function of the object itself. For example, if you have a Custom Object name ''X'' it does not make sense as a user to see on the right panel s Leer más

Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde Leer más

Please Help! We have created our own object and I am really stuck on the ability to Associate the Object with another Item. When I choose the Association, it just lists all the Objects - just the title. This doesn't help because our titles a Leer más

Hello, So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it. So far i was able to fetch property value from the deal, company and contact object Leer más