Hi HubSpot Community, We’re working on a project to standardize and automate the Primary Contact label for companies in HubSpot. Currently, the Primary Contact is manually assigned, and we want to confirm whether maintaining a one-to-one Primar read more

Hello. We have a company that technically has one email domain and URL, but for our internal purposes, needs to be split into two companies. What is the best way to handle this? Basically, if the company were ACME, we want to have ACME-WEST and read more

I would like hubspot to segrate our customers/clients from our partners but I am unsure if it's a natural thing to do with hubspot. Customer is a traditional customer following a traditional sales cycle/process. Partner is like a vendor/sup read more

A sales rep requested me to upload a list of contact from ZoomInfo with Addresses derived from the company address. As best practice, I created the company records and put their addresses on the Company object. Unfortunately, this leaves a lot of th read more

Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some read more

We have been using HubSpot for the past 5 years, primarily in a Contact based focus, rarely if ever looking at Companies. Our company has grown and we now operate on more of a B2B model. Has anyone else moved from Contact to Company model? I unders read more

Hello Hubspot Community! I'm trying to create a workflow automation to automatically assign a Company to one of our Customer Success Managers once the stage of a deal has passed a certain point. The steps themselves are relatively straight forw read more

Hi. I need to merge two companies. In the past I chose the target company, click on actions and merge. When I now click on "actions" the merge function no longer appears. Who can help? Best regards Sebastian

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

Hi, We have a series of memberships unqiue to both contacts and customers that we keep a record of in HubSpot. One of the ones unique to companies is 'Founding Member', declared by a custom property. Contacts on the other hand can be a read more

Hi all, We want to create segments of our companies (clients), which would be dividing them into 5-6 groups. Lets just call them Group 1, Group 2, Group 3, etc. A company can only be in one group – but we want to be able to track, how ma read more

Hi! I work for a company who sells memberships, and have 1-6 members per company subscribing, and besides these members they have all contacts rattached to each member company but not considered as members. How to make this differenciation in hubs read more