Hello guys, I would like to identify in deals with using a deal tag when there is no associated contact with the association label "champion". It's possible to create a deal tag if a deal IS linked to a contact with the association label "Champi read more

Hi, I am wondering if it is possible to have behavior in a sequence update a CRM property. We have 'Lead Status' update from "New" to "Attempted to Contact" if someone is enrolled in a sequence, but I would like to have the field changed to "Conn read more

Our client spent time using the Custom Scheduler tool to build out a process for each of their sales reps. That way when they share the meeting link and a prospect schedules a meeting all the custom processes are in place. However, what they are fi read more

Hello, Was there a recent update that causes Close Dates to be automatically removed when the HubSpot Deal Stages are updated? My team started to experience this issue last week. Specifically when Deals are updated to the 'Qualified' stage, read more

I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more

I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used sale read more

Does anyone know what this means please, my colleague received this email Spoiler (Highlight to read)

We're trying to create a method of scheduling meetings at tradeshows while using a single calendar (mine) that is synced to my Meeting Scheduler tool. Here's what we need: 1. All time slots during the tradeshow dates/times that are setup should ALW read more

Hi All, Very quick one, I was wondering if there is an audit log of who created templates in Hubspot. One of our SDRs has been made Template owner however they are adamant they haven't created any and just need to know who has created them and p read more

Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed. Here is our my specific use case. In associated line items on a deal, there is a read more

Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than read more

I'm finishing buildout of our internal "workflows" into our HubSpot Sales account. One item that keeps coming up is issues with differences in the "Schedule a Meeting" button within a contact, and the Meetings Tool where you build meeting templates. read more