We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Leia mais

Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse Leia mais

Hello, I'm currently trying to set up a HubSpot Sales portal where the field representatives will only be capturing the phone number of a customer. We don't want to capture any first/last name or e-mail of the person, only the phone number in or Leia mais

Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root dom Leia mais

So I have signed on for SalesHub for 2 seats and to manage my duplicate contacts, I need to purchase an Operatiions Hub? Why can't the Contacts in Sales Hub just manage themselves?

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Leia mais

We're a b2b org. We have an ongoing concern regarding creation of contacts. When the contact is auto created, the system auto creates a deal but merges this with the company name. Could I create an automation/workflow where the deal name matches the Leia mais

I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin Leia mais

Hi, I'm importing contacts from LeadIQ to HubSpot. Most are new, but some already exist as contacts. For all the new contacts, I wind up as the owner. For the existing, however, Hubspot doesn't seem to be overwriting the current owner with me. I Leia mais

Is there a way to automatically change the contact owner if a salesperson is slow to reach out to their lead? We want the sales team members who are the most reliable at contacting their leads to get the majority of the contacts. If possible we wo Leia mais

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, Leia mais

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 Leia mais