We have a use case that involves integrating Salesforce leads, contacts, and accounts into HubSpot, specifically mapping them to the lead object in HubSpot. Is this a straightforward process, or are there any potential pitfalls we should be aware of read more

Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great read more

Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more

Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use read more

Are there any suggestions on how to assign a Goal/Objective to a Customer and then associate Activities to that Goal/Objective? As ane example: The 2025 Goal for Customer ABC is for our sales team to convert them from Product X to Product Y. I want read more

Hello, we have decided to use the new lead object in the sales workspace in hubspot but we are running into some issues. Based on our business model we have decided to use it stricly for new companies assigned to the sales team and not for every new read more

Hi, For one of our educational clients we are using the following business workflows for new prospective families, contacts. Admissions Officer sets the lifecycle stage of the contact to SQL, A Lead is automatically created for that contact. read more

We have a lead type called a "blind refe**al." This is when we are working on obtaining an warm introduction through one of our partners. Our partner has indicated that they have a prospect lead for us, and we track them as a lead until the handoff read more

We have connected Microsoft Teams to Hubspot succesfully and are now in the process of creating links to schedule meetings with our sales staff. The initial meeting will always be done virtually, so I would like to include a Teams Meeting link in t read more

I started a new dynamic sequence today and sent out the first email to a handful of contacts. I got a few auto responses saying they were out of office, and they won't be back until after the step 2 delivery date. I'm a long time Salesloft user at p read more

Our BDR team currently each own their meeting calendars to book demos for our AE's. Each calendar is a round-robin with multiple AE's on them. This morning, one of our rep's google calendars was disconnected from HS. This caused the meeting link read more

Hi there, I've noticed a strange issue over the past few days. When we have a user on live chat, a contact record is created in HubSpot. If that user also signs up for an account with us, a duplicate record is created. These records are then au read more