We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the read more

Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there read more

I am working on writing a custom deal property that calculates the expected annual amount based on the close date. The ultimate goal is to include the custom deal property on our pipeline reporting to show us the total annual amount (an existing Hub read more

Hello! I'm interested to know how other businesses handle form submissions/new contacts from multiple locations. Our brand is adding a second location and we are using embedded Hubspot forms on our website. My initial thought was to add a dropdo read more

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

Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more

Hey all, So my manager wants movement between MQL and SQL to dictate automation, I'm assuming marketing nurturing. However, I strongly believe that the lifecycle stage should not move back as it should represent the farthest a lead has gotten in th read more

Hi, I have two separate HubSpot accounts that I log into for work. In one browser window, they both can't work simultaenously so I use a second/incognito browser. However, sometimes, the second/incognito browser doesn't work either. Specif read more

If you are forcing essential business data into notes, custom fields, or spreadsheets, your CRM isn’t scaling with you. Real growth needs a CRM that fits your business, and it’s time to rethink how you structure your data. When you try to m read more

Good day 👋 Is there a way to check and limit the values ​​entered in a specific field in the Contact Creation Form? Specifically, the fields: Work Email and Private Email . We would like to have the ability to systemically block the private add read more

Our team is working on a lead management process. Our idea was to reassign contacts to a Generic sales user if they have not had any sales activity in 100 days. Then the idea was that if the rep logs an outbound call or email, ownership of the conta read more

Hi, I want to have a vew on Contacts, that have associated Leads but can't seem to find it - can anyone help? (in the contact view I'd expect to see a field like "number of associated Leads" just as it exists for Deals and Companies) Happy for read more