Hi guys, My HubSpot instance is growing and I am slowly loosing sight of all the details to watch when new users come, others go and some shift responsibilities. I am looking for a way to oversee changes in users, workflows and connected apps. read more

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I have Sales Hub Starter, and have a dev environment, where I of course have access to Enterprise features. However, I want to help answer questions and do demo test setups for (potential) clients, who for example are on Sales Hub Pro. How do I s read more

Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more

I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year, the MRR and ARR are adding the two years together. I assumed that by adding Billing Start Dates, it would correctly calcul read more

My company is a private aviation company. We sell co-ownerhsip shares into private jets. This allows the customer a certain number of flights per year. We want to add into hubspot some information that will tell us what shares they own and what plan read more

I'm trying to clean up location data for easier external reporting. Our target customers can have businesses in different cities and states. For example, there's currently a multiple checkbox type for states. The unfortunate drawback to this is tha read more

Hi, I have a client with a deactivated user in HubSpot. They used to assign contacts to this user. They have approx. 230 workflows. Short of going through each workflow, they/we are wondering if there is a way to identify whether any existing workfl read more

How many Super Admins is too many? One of the common issues we see, when auditing HubSpot Portals, is WAY too many Super Admins. This is a risk for security, privacy and data hygiene (how many people just create Custom Properties whenever t read more

HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly read more

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