Hi everyone, I’m looking for the best way to manage our BDR team’s outbound efforts within HubSpot Sales Workspace. We want to keep our hunting efforts well-organized and aligned with the CRM, but I have some doubts about the best approach. Specif read more

Hello. I have joined group and introduced myself ,still i am unable to find the course video

HubSpot friends I need some insights in regards of meeting links. I have created a meeting link while connecting 2 calendars: - My personal one (that has some time slots blocked off) - A separate one (that one is still empty meaning I'm availa read more

I am able to begin the Task creation process, but the "Create Task" button is greyed out. Do you have any idea how I can add follow-up tasks for myself or others for Deals?

Hello. Over the past year, I have created "pipeline" in Marketing Hub for hiring 1099 independent contractors. As we didn't have Sales Hub at the time, we created a custom property (Driver Status), in which each value was a "stage" in the hiring pro read more

Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” read more

The old Prospecting tool used to show the form that the person had submitted on our website. That data is now gone. So in the Sales/Leads I can no longer see what the person requested without going to their individual record and navigating away from read more

Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.

Hello! I have been trying to bulk amend the due date and task title on 13 tasks in the free version of Hubspot. It does do it, but when I then access my task list either in 'all' or 'upcoming'. the tasks have reverted to what they were before. read more

Hi, currently when you set up a group meeting you are able to select your time zone so as when the recipent of the link receives it they are able to choice a time (based on their own time zone set by their web browser). Now, lets say you are setting read more

I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i read more

My team wants to create a meeting form with conditional fields that change based on the selection of previous inputs. I know this is possible in HubSpot forms, but how can we implement it in the Meeting Scheduler form? Has anyone worked on read more