Hi! It would be incredible if HubSpot could contact Instrumental to optimize the integration and copy over custom properties to duplicate deals. We enter a ton of information on our deals, and it's disheartening when you go to duplicate the deal and read more

We’re a SaaS provider that traditionally offers Annual and Monthly billing options, where invoicing begins at the time the subscription is created. Because of that, we've never had to deal with proration —until now. We’re now integrating wi read more

Hello! Our sales team is in the process of diving into the Leads tool as our pre-sales pipeline. One big issue we're finding is that any activities associated to the lead (notes, emails, calls, etc) do not automatically get associated to the deal wh 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

Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't read more

On the Deals page you click the box of a deal and get the pop up window on the right. Here is where I want to be able to create a note / log activity. Is there a way to configure the view of this window to be able to add a note to the deal without h read more

I've got a bone to pick with Documents! Current I can't create a link to share the documents WITHOUT having to add an "Who are you sending this to". I don't want to have to put someone's email in here to get the link. I just want to share t read more

Contacts have the hubspot field "Currently in Sequence". It shows up as "Now in Sequence" in workflows. I would like to grab the owner name of that related sequence and cannot figure out how to do it. Every so often we move sales companies t read more

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more

Is there an option or a workaround to display availability of a fixed, required team member and any of the selected team members? Or is there any meeting scheduling tool on the market that can achieve this goal? Thanks.

Hi, I want to create workflow that would send Slack notification if there is exactly 90 or 30 days away from close date of the deal. Tried to do this with property calculation where it would calculate days from now to close day and if it is 90 or read more

Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin read more