Hi, I’m looking for a way to log meetings right after they end, without having to manually access the website. Is there an option to automatically receive an email at the end of each meeting, allowing me to input information that will be uploaded read more

Hi there, I need to create a sensitive email field. I already have a legacy not-sensitive email field that is used for some workflows. The issue is, when I try to create a new field, there's no "Email" type available. The simplest solution s read more

Good day 👋 We would like to restrict the creation of Deals associated with Contacts that have not passed the SQL status . In the SQL status , we require users to fill in a lot of necessary and essential data about the Contact . This da read more

Good day 👋 Is there a way to check and limit the values ​​entered in a specific field in the Contact Creation Form? Specifically, the fields: Work Email and Private Email . We would like to have the ability to systemically block the private add read more

Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' read more

Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as read more

How can I create a workflow that notifies a contact owner if their contact opened an email more that once?

Hi, I'm having trouble creating a process for a particular issue I'm having. My company has two CRMs, as one generates important information for our industry. Just moving to hubspot isn't possible. When a contact wants to change their marketing read more

Hi, I'm looking how set up an automation of a membership expiration date when a contact has renewed its membership? So far the new expiration date is not automatically update and needs to be added manually. The expiration date is currently set up a read more

I just started with populating my CRM. I logged a meeting (not through Calendar) that took place a few months ago. For one contact (that I entered manually), it IS showing up under 'recent activities'. But for another (that I imported from an excel 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

Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address but a shared , general phone number used across the organisation. This means that whenever a call is updated in HubSpot, read more