Looking for ways to standardize and automate lead record naming for our team that attends tradeshows/ conferences.

Hi Community, I’m experiencing a persistent issue with PDF document thumbnails in the HubSpot Documents tool and would appreciate any help or insights. Background: Last year, I uploaded a PDF to HubSpot Documents. Recently, I noticed that read more

I am trying to create a Lead Source propety using the property sync field type. But I keep getting this error message. I have managed to set other properties using this exact method.

Hi Support, I'm currently working in the Leads section of the Sales Workspace and running into an issue. I'd like to create filtered/views using Contact properties, for example, to see all Leads associated with Contacts based in the UK. Sinc read more

hi, what is the purpose of adding contacts when you see the lead in workspace. even if the company has associated contacts they don't appear there, and if i add the contacts, i still have to assign the contact, as it don't appear in the lead line. read more

We have a round robin calendar five users have used successfully to balance meetings for >1 year. Yesterday, the calendar broke - you can pick a day/time, fill out the form, but upon form submission it takes you to an error page with the "Well T read more

One of our most successful lead gen processes is 'book a demo/pilot,' which depends on MEETING SCHEDULER links. I have built out about 7 different ones, used for different geographies, conferences, website, seasonal campaigns. They are all set read more

Problem: when someone fills out the Meeting Scheduler Form, they automatically override their existing Contact Property. For example our client Robert Smith set a meeting and filled the Meeting Scheduler Form as his First Name is Boberino an read more

Hello HubSpot Community, I'm experiencing a persisitent bug with the HubSpot Sales browser extension (version 3.0.0.33481 on Chrome) when using it on LinkedIn. **Expected Behavior:** When I view an individual's personal profile page on LinkedIn, read more

Hi all! Just realized that storing playbook answers directly into properties requires an upgrade. I know this might be a bit of a bold question—but are there any clever workarounds if upgrading isn’t an option? 😅 I’m still getting familiar with read more

Loving the new product update with Sales Workspace Daily Digest notifications! It would be great if all meetings on my calendar could be included - otherwise, I'm only receiving a heads up on meetings organized by me.

Hi, Any hacks, workaround ideas or else on how I can enroll a contact in multiple sequences to manage and automate quote follow-up if I have contacts that order / request often and buying cycles can take half a year? The obvious choice would read more