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

Hi Community! I'm new to HubSpot and currently trying to set up a new sandbox for testing purposes. Should I import the flows/assets I need into the HubSpot sandbox first, before I even connect it to our SFDC sandbox? Or the order doesn't matter read more

We have a lot of contacts that come through that are tests, or incorrectly spelt. We also have a lot of companies created automatically because of the setting that creates companies from the emails domain. I want to keep this function on as I do n read more

Hi I have custom code (C#) which is getting data from HubSpot CRM via the CRM API and a private app. Sometimes the API returns the response faster, sometimes it takes more time. What is the best value for the request timeout? In C# is the def read more

Hi there! I'm new to HubSpot. I'd like to know if I can create a workflow which would be closing conversations from my inbox based on a contact propoerty value. I want to close any conversation in my inbox that has a certain value in the read more

How do I reassign ownership for all contacts/companies/active deals to a new owner? Employee A has left the company and I need to assign all their contacts and companies to their replacement, Employee B. Looking for a way to replace all instead of h read more

Hi everyone, Unfortunately, we have not yet found a way to create tasks with the corresponding deal name without losing our custom task name. An example would be task “ Follow up #424242 Mr. Max Mustermann”

Hi, I am migrating data from pipedrive to hubsopt. Specifically deals. When I do this it only copies the deal and does not associate any contact or company. The same thing happens if I only import a list of contacts, even if the form has a company read more

Hi, Is it possible to have lots of reasons but then have them filtering into a 'primary reason' so that I can have a report with the 'Primary Reason' and for internal purposes we can produce a more detailed report with additional 'secondary reaso read more

Hey everyone, if you’re looking to make your HubSpot CRM truly your own, you can’t miss these step-by-step guides on creating custom CRM cards. Whether you're just starting or ready to dive into advanced customizations, these guides are packed with read more

Hi everyone, I have a list of potential partners with their names, roles, and companies. However, I don't have the email addresses. Is there a way to do this cross-check automaticlly even not having the email? Or do I need to check each one m read more

We have a client that is looking to make a switch from Salesforce to HubSpot. We understand how to migrate over all of the data. Our biggest issue is how can we easily move all of our Salesforce Files that are associated to Accounts to HubSpot a read more