This week, it seems like the autopopulation feature for creating companies has been discontinued. This is a major hindrance to my workflow efficiency. Does anyone know if this is temporary or why the autopopulation feature is no longer working?

Hi, I've added products and created deals using these products. I've now started adding Unit costs to the product but when I run a report it isn't pulling through to historical deals. I need to add the items again in the deal then delete the ol read more

Hi, We are currently updating our sales process where we now use the lead objects. The problem is that sales tend to forget to qualify and close the lead object in the lead pipeline prior to creating the deal. This cause misalignment in our reports read more

I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr read more

Hi. I am interested in if there is a 3rd party service that provides essentially the role of an ai sdr or biz dev. I know there is data enrichment and different types of email automation but I am interested in a ai sdr service where the deliverab read more

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