Hello, So grateful for any tips and advice! We provide waste collection services to our customer's sites. We currently use Marketing Hub and want to start quoting from Sales Hub. I am after a data structure which will force users to only ad read more
@Caroline_Wilde have you looked into making the sites/locations a Custom Object? That may help and it would be available for workflows. I don;t kno...read more
Hi @All
Is there a way to create automation in HubSpot to block spam submissions? Someone has been submitting forms repeatedly, and I want to set up an automation to block the IP address and domain associated with the spam. I've already enabled read more
Hey @Ishan5 ! Not a perfect solution, but there's a new beta that might help! Navigate to the Settings cog in the top right hand of your portal >...read more
What are the best technical methods and practices to ensure seamless data exchange and communication between a CRM system and other business tools, so that operations stay synchronized and efficient?
There are multiple ways to make HubSpot exchange data with third-party tools, such as: The native HubSpot apps if there is an existing integratio...read more
Hi eveyone, Hoping to get some advice please. We have recently had a string of public holidays. Over this time there are some actions that need to be completed prior to the holiday in anticipation of people being out of the office. Has a read more
Currently have our email forms set to exclude HubSpot's free domain list. However, we're now running into a problem where people submit abc@gmail.co, gmai.com, gimail.com, etc. Presumably, when they get the 'red box' for using a gmail address read more
Hi @VJones4 ,
No, HubSpot does not offer any out of the box features here. This would require working with the HubSpot Forms API and adjusting...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
Hi Bigabia!
This one’s definitely a challenging setup, but I think the best way to handle it is by going with a custom object approach for transac...read more
Hello - this is my first time posting here, so I hope this is the right place. I have been using the "Open Tasks" report successfully for years, but just today it started sorting backwards by task due date. As you can imagine, this is less than ide read more
Hi All, I want to know is there a way to map one contact field of HubSpot to map to SF lead and Contact Fields, Additionally i want to know that currently my process is updating values at lead level but i dont want HubSpot that value at SF Contact l read more
Hi @Ishan5 ,
Using the native integration, you won't be able to map one contact field to both contacts and leads as you'll have to choose whic...read more
Help with some ideas around a fomula. My situation is a customer will complete a form indicating a start date and the amount of weeks they would like to hire a product. What formual could i use to show the end date? If there is no way round thi read more
Hello! Curious if anyone has ideas for us. We are a wellness/fitness subscription based app. For lead generation we run a few free challenges a year where we require an email address to opt-in. We've found it sometimes takes someone joining one of o 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
Hello: Our CEO likes to see the weekly sales funnel in 1 or 2 PowerPoint slides. Does anyone know of a way to export from HubSpot to directly to PowerPoint with minimal editing? I like HubSpot's reporting, dashboards and pipelines and I'm tr read more
Hi @JSchmitz2 ,
Your best option would be to create a dashboard and place either one or multiple reports on that dashboard to give an understa...read more