Tips, Tricks & Best Practices

I have configured the activity default association behavior such that on my custom object, note creation (for example) will also associate with any contacts that are also associated with the custom object instance. However, I only want this beha read more

I'm looking for some help with a set of workflows I'm building to support a partner référrąӏ* process. We have a form that collects a referring partner's email address and various other fields related to the client they're referring, which are c read more

Our org has a use case where we need to make a pet onboarding form for our customers, so we can collect their pet's names, breed, weight, vaccine records, etc. I am debating using a custom object for this. Would need to ask for the First/Last Name o read more

My company does Private Jet charters and my team is trying to build out an onboarding process for our current customers to designate people who would be authorized to make bookings on their account or who would be authorized passengers or guests of read more

We created a custom object for each Meeting. The idea is: a record of Meeting should be created every time a meeting is scheduled. The challenge is: what happens if a Sales Rep schedules a meeting and invites MORE THAN ONE of the prospects. Will it read more

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

We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d read more

Hi, I've seen this posted a few times and people submitting ideas, however given that the functionality doesn't exist currently, I'm wondering how other people are working around there not being a native last activitydate on Hubspot custom objects? 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

Hi there, I'm having trouble following the documentation to set up a property sync. The goal is to showcase the ARR on a custom Customer Success card in the Overview tab of the Company Object. I figured out how to set up the fields for read more

The Create calculation and rollup properties page describes four types of literals: strings, numbers, booleans, and dates: When I try to use a date literal in a date function, however, it's read as a number: How are you supposed read more

I want to get report for every contact owner : 1. contact owner calling contacts (lead status changed to appointment schedule) 2. appointment schedule status to closed won: like i want to get every rep call conversions.