Hi, Is there a way to track whether a user has selected a meeting time in a HubSpot form iframe, preferably by listening for existing messages or by making other changes only to target site's source code? If achieving the above is not possible, is read more

Hi, I'd like to use the meeting scheduler functionality to see when a specific team member is available. When my BDRs reach out to leads, they aim to book a meeting for the sales rep. This means they need to suggest some times that Sales Rep is av read more

Hi..... Are there any Help tutorials out there that can be used to create a Proposal Template (RFP) for my reps to pull from as needed? I've seen a lot for Quote templates, but not finding much of anything for proposals. Thank you in advance! read more

Is there another way to upload an attachment to a company record without the system automatically creating notes?

𝗧𝘄𝗼 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗮𝗯𝗼𝘂𝘁 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗚𝗼𝗮𝗹𝘀 𝗳𝗼𝗿 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 🧼: 1️⃣ What's the difference between 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 and 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗲𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 goal templates? read more

Hi I'm looking to create a dynamic system that assigns leads to contact owners normally as rotating, but once a limit of 250 is reached for one owner, they can no longer get assigned leads until the change the lead status. Example below: Rep 1: Op read more

Hi all is there an app we can use to integrate text messaging into sequences? We have the SMS feature for workflows, it's wonky at best and doesn't allow our sales team to have one to one SMS conversations since it's a singular number.

Is it possible not to classify the leads according to which agent is in charge of them, but that they just come to some lists and the agents deal with them as they arrive, let's say I have a team that is in charge of leads and not a person, so that read more

Has anyone found a way to stop lead object being moved to the 'connected' stage when a contact replies with an out of office email or other automatic reply?

Hi guys, we've begun rolling out the "Leads" object, and I've encountered a challenge that I hope the community can help me solve. When the Lead object was launched in beta, I could have sworn there were properties for "time entered" and "time exi read more

Our business has multiple consultants with at least 24 different meeting types that i have been creating in the Custom Scheduler tool to build out a process for each of the consultants. Our process requires our students to go through different meet read more

Score Property Field: I have a question about association labels and the score values property type. Is there a way to identify contacts based on the association label? One of the criteria we need is adding a score to the Decision Maker (co read more