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CCamargo824 on December 05, 2023
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
December 07, 2023 13:07
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side more
AKhakimova on December 04, 2023
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
0 upvote
1 Reply
Hall of Famer | Partner
December 04, 2023 04:13
Hi @AKhakimova , Unfortunately not, no. The settings are either on or off but there aren't any additional customization options: more
NJ_001 on November 17, 2023
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
0 upvote
3 Replies
Accepted Solution
Community Manager
November 20, 2023 04:07
Hi @NJ_001 , Thanks for reaching out to the Community! This is a fascinating use case 😄 Have you reviewed the validation rules more
Rubi1 on November 14, 2023
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
November 16, 2023 04:16
Thanks @PamCotton I wish we will find a solution inside Hubspot. In the meantime, I found a workaround - via Googlesheet. By automatic tool: I more
nccgnick on November 10, 2023
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
0 upvote
1 Reply
Top Contributor | Gold Partner
November 11, 2023 13:24
Hey, @nccgnick , Recreating functionality from another platform is always exciting to me, as I love a challenge 😄 I think, to be more
DChimenti on November 09, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 09, 2023 08:59
Hi @DChimenti , Yes, to do this, you would have to find one contact you know came from Zoominfo and look up which values they have in Latest more
DChimenti on November 08, 2023
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
0 upvote
6 Replies
Accepted Solution
November 09, 2023 07:02
Karsten, amazing advice as always. Thank you for your service to our community.
DChimenti on November 06, 2023
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
0 upvote
2 Replies
Accepted Solution
November 08, 2023 16:42
This was super easy the way you screenshot it. thank you so much.
KPoirier on November 06, 2023
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
3 Replies
Thought Leader | Diamond Partner
November 09, 2023 19:36
Thanks for the mention @kvlschaefer and for creating this resource @KPoirier , I can definitely think of a few use cases where this would be more
KimFrew on October 30, 2023
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 to Is there a way, either read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 30, 2023 16:02
Hi @KimFrew , Your quickest and safest option would be the following: Export contacts. Update domains in Excel or Sheets, using search/ more
HKlaasen on October 24, 2023
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
0 upvote
4 Replies
Accepted Solution
November 13, 2023 07:35
Hi @deepikaverma found my issue; on the Exact side I had not allowed the Exact administration that I wanted to link allowed to Hubspot. Users can more
RKendall5 on October 12, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 12, 2023 12:24
Hi @RKendall5 , This sounds like it would be a custom date property on the company object: more
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