Sales Hub Tools

Hello - I want to add a step to an existing sequence that is finished. Am i able to do this and if so, how would i re-enroll the contacts back into the finished sequence to resume it?

We are trying to search for keywords that we know exist inside notes left on leads, why does the search not include those objects?

I need to create a workflow in which I check three yes/no fields and increment a (4th) number field by one for each yes. I've tried every way I can think of, as well as scouring the web, but for some reason the number field just won't increment (e 続きを読む

Hi Team, We currently have an annual subscription model, and throughout the year additional events may be added. Each added event sales will create a new deal in HubSpot. Is there a way to manage this subscription so that we have one primary de 続きを読む

Hi HubSpot Community, I am running into an issue where I cannot create a new Sequence, even though it seems I have all the necessary requirements. Here is my current setup: Portal Plan: Sales Hub Professional. My User Seat: My admi 続きを読む

Hello! I have a sales pro user that has access to multiple pipelines (based on the way our sales process is, she needs access to many but only adds deals to one). We have tried many things and for some reason, HubSpot won't remember the previo 続きを読む

How can I delete all my existing notes for all contacts and companies?

It would be fantastic to be able to automatically associate lead activity to primary object, similarly to how you can do so with Contacts, Companies, Deals, and Tickets. Otherwise, you have to manually link the contact every time when logging a cal 続きを読む

Hi there I'm looking at how to get a deal to move automatically between deal stages based on estimated deal closing date. This would be for licence renewal deals, so for example I'd set an estimated deal closing date of 1st December 2026 and dea 続きを読む

I can't delete aa template that is stuck in the sequence that has been created under a Sales Hub trial and I don't have access to it anymore -> can't remove template from the sequence -> can't delete the template. I don't know what to do a 続きを読む

I am trying to move product categories and line items from current-rms.com to hubspot using APIs. Current-rms.com offers product categories example: Category: Lighting (hubspot doesn't offer this) Line Item: Drop Light Fixture (Hubspot has 続きを読む

Hi all My users have issue when they do multiple edits in forecast report. They get message that some of the edits weren't saved. I have checked that users has all access to these fields etc. This is problem that we are facing for a while. B 続きを読む