We have an if statement in our quotes that has always worked properly, and it suddenly stopped working. I have narrowed it down to the fact that we compare the field value with the internal value we have setup in the dropdown field: read more

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

Most of the time we make the same quotation for potential cliensts, 90%. It's quite a big list of products, is there a way to copy a quote from one deal to another? So just the deal/contact details change? Would save me a lot of time....

We've hired a new Sales Person and he's only going to schedule meetings for our Sales Director. What they want is for us to be able to track if a booking was made through the new person's effort and we are only going to use a single meeting link. Is read more

I'm using the meetings tool to allow clients to schedule a call with me, but I'd like to change the email address used as the from email for the reminder and confirmation emails after someone books a time with me. How can I change that email addre read more

I am looking to have a scheduling form with a detailed form for people to fill out. This will live on a page specifically about booking a meeting, so I don't want to go form first then scheduling page which I have found the ability to create. I al read more

Looking to get a crash course on all things Sales Hub? This evening, HubSpot's Sales Hub product experts, Alex and Nick, are sharing some of their favorite tools and tips for qualifying leads and closing deals with Sales Hub. This event is read more

Hi, What is Unit Price field internal name? Where to find it in the properties? Why cant I search this property anywhere?

I am wondering if anyone knows a way to configure HubSpot to associate child company deal with the child's parent company by default? I know HubSpot does not currently support automatic associations through workflows (hoping this changes soon) b read more

In our sales process we use Playbooks to update data on a Deal (or object). In some cases, data is automatically updated on Deals via workflows or when a user may manually update a property. It was recently discovered that when we have a workflo read more

Hello! Does anyone know how "engaged" leads are defined within the prospecting hub? Is this "Last Engagement Date" or more nuanced for the Prospecting Dashboard? If nuanced, how do we report on it?

Hi all, One of my reps received the notification below that a client couldn't schedule a meeting saying his calendar was disconnected. I checked his account in HubSpot and tested by scheduling a meeting myself and it all works fine. Any ideas why t read more