Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc read more
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...read more
Sales team has activities with different deal pipelines: 1. New lead closure 2. Cross-selling - different info captured vs. new lead closure deals 3. Up-selling 4. Inactive client re-activation - automated workflows used vs. above categories read more
@Pranit - When I read your stages, I am hearing a cross of lifecycle stages (Lead/Contact/MQL/SQL) with what I would consider to be a traditional p...read more
Hello, I'd like to find a way to be able to edit line items associated with deals "in bulk" just like we can edit deal properties in bulk from the deal view. anything that can prevent from entering every deal and then entering every single line it read more
Hello community! I have a situation. Lets say I merge two contacts for the same person because they had different email addresses. For one of the email addresses though, the person had unsubscribed to all email communication. How would the merg read more
I was wondering if there is a way to comprehensively download all my data stored on HubSpot, including one to one emails from clients, deals and other important data. Love HubSpot, but if it goes down due to maintenance, ect, I need a back read more
I have asked HS to add this to their to do list, but wanted to see if anyone has any work arounds. We want to use Industry Drop Down List and then once a Key Industry is ticked a secondary industry drop down box appears with the secondary / sub cat read more
Hi @NMiller4 ,
You're correct, it's currently not possible to make this a required input. Other users have requested this before: https://com...read more
💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum read more
@CGoodwinOlsen , an idea that comes to mind is doing multiple forms around specific data requests. For example, Company info forms and POCs. Th...read more
I have migrated Salesforce's records (Leads, Contacts, Opportunities, Tasks, Accounts) from Salesforce to HubSpot, but activities are not synced. How can I sync activities from Salesforce to HubSpot ?
Hey AngadM ! There's a resource link here that goes over how to connect Salesforce activities to HubSpot tasks: https://knowledge.hubspot.com...read more
Hello, I just recieved an email regarding that some of our contacts had been exported. However, I have no idea who did it. Is there a way to look that up?
Hi. Yes you can view it Go to settings from your Super Admin profile, on the left hand side bar, you find Import and Export listed below Objects u...read more
Hi everyone, We are currently reaching the final steps of our Hubspot implementation and we are looking to test the system before going live. I was wondering if there is something existing that can help us to conduct a testing scenario? Like read more
How should we manage our properties across objects to improve data integrity? Would it make sense to set up custom properties that would essentially duplicate the HubSpot properties for data consistency? For example, here are some of the issues read more
Hi @KyleSelf16 , happy to provide some insight on your questions and examples!
I recommend editing any existing default properties (created ...read more