Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more

Hello! Is it possible to change settings of automatically populated default properties of Hubspot like Address, Phone, Country/Region connecting it to a European database? Currently everything is populated with the US data. Thank you in advanc read more

Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, read more

Hello, We need to present to our SALES REPs a view of their customers (=contacts), with the deals amounts PER MONTH. In order for them to work directly from a Contact View. We have Hubspot Service + Sales PRO, How can we calculate REVENUE (from read more

Hello all, we currently use a software called debtmaster for our collection services but they do not integrate with HubSpot and we've tried basically all options and work arounds so I think our best option is recreating the software in HubSpot. read more

Can I create a custom workflow that will automatically assign people imported from ZoomInfo to a company marked "lifecycle stage - customer" that the contact will be auto-assigned as a customer as well? If so, can that workflow also make it work fo read more

I just added about 1,000 accounts and did the parent child relationships with them. If I assign someone as a child account to a parent that is a current customer, does HubSpot automatically assume that the child is a customer too? If so, would thi read more

I am trying to do some mitigation on marketing to our current customer. I started a sequence and selected the prospects from the contact level view, filtering buy 'contact owner', 'lead status', and 'lifecycle stage' at the contact level. Some of read more

HubSpot Forms are a valuable tool to collect new leads and grow your business. There are many ways to analyze form submission data to evaluate the performance of your lead capture. That said, some users seek more advanced date-based reporting read more

Hello! I'm wondering if there is a way to mass update email URLs? One of our clients who we have 200+ contacts for in the database rebranded recently and their email url changed (ex. the emails went from abc.com to xyz.com). Is there a way, either read more

Hi all, I'd like to sync Hubspot to Exact Online. First off, I'd like to connect Hubspot to a test environment in Exact Online (one out of four), but unfortunately I do not have that option. I also only see only one Exact Online environment as a read more

Hi, I am looking for a way to track prospective customers' contract dates with our competitors. What would be the best way to do this? Best, Rob