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Solved
Caroline_Wilde on June 02, 2025
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
Accepted solution
Most Valuable Member | Diamond Partner
June 03, 2025 09:40
@Caroline_Wilde have you looked into making the sites/locations a Custom Object? That may help and it would be available for workflows. I don;t kno...read more
Solved
TChappell5 on May 07, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 07, 2025 14:12
Hi @TChappell5 , As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company proper...read more
Solved
TM-OML on April 17, 2025
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
0 upvote
7 Replies
Accepted solution
Recognized Expert | Diamond Partner
April 17, 2025 10:09
Hi Again @TM-OML - Receiving calls and emails and participating in meetings are what HubSpot would call "Superpowers" of the Contact object,...read more
Jigar_Thakker on April 04, 2025
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
Community Manager
April 04, 2025 15:57
Thbank you @Jigar_Thakker ! —Jaycee
Solved
JNo on March 05, 2025
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
0 upvote
24 Replies
Accepted solution
Hall of Famer | Partner
March 06, 2025 00:07
Hi @JNo , No, let me specify: You're currently enrolling based on deals associated to deals. I'd recommend removing your enrollment criter...read more
Solved
PTancredi on March 03, 2025
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
0 upvote
9 Replies
Accepted solution
Contributor
March 03, 2025 20:06
You need to change your output type from string to number. What are you expecting the result of your formula to be if, for example, Course Start ...read more
Solved
SolarReady on February 24, 2025
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.
0 upvote
3 Replies
Accepted solution
Recognized Expert | Diamond Partner
February 24, 2025 15:26
Hi @SolarReady , Yes, you can do that as well. If you want separate reports you can filter accordingly: Or alternatively you can apply...read more
Solved
Gburner on January 23, 2025
I have a question. We have a bunch of Group Types that we display as property lists. There are tons of "possible" fields that will pop-up if a certain condition is met, but when its created and you look through the deal because we are display that read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 23, 2025 15:35
Hi @Gburner , There is mo setting to hide empty fields, no. You would have to design your cards and conditional rules (by clicking Edit on the...read more
Solved
VinceRapp on November 26, 2024
Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more
Accepted solution
Top Contributor | Diamond Partner
November 27, 2024 06:01
Hi @VinceRapp , What a great (and really unique) use-case for Notes, I love reading about these! Mirroring what Pam has said, a workflow...read more
Solved
DJohnson4 on November 19, 2024
Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more
Accepted solution
Top Contributor | Gold Partner
November 20, 2024 08:03
Hi @DJohnson4 , You can try this approach, Policy (Deal) : The Deal object is used to represent the insurance policy as the central hub. ...read more
Keegan4123 on November 12, 2024
Hi, have a bit of a special use case here. I have a custom modual that pulls dynamically a photo that is attached to a custom object. I have the option of a CRM file upload direct to the object record. But this file becomes private and una read more
0 upvote
2 Replies
Member
November 12, 2024 19:24
that's pretty much what I am looking for.. are you able to provide a little bit more guidance on the implementation of this?
TC50 on August 07, 2024
I'm working with HIPAA covered informaiton, so I was thrilled when HubSpot introduced HIPAA/sensitive information fields. One of our challenges is that we receive patient r3fferals from Providers, so all of that form information is HIPAA covered -- read more
Member
August 08, 2024 01:16
@TC50 best botox wrote: I'm working with HIPAA covered informaiton, so I was thrilled when HubSpot introduced HIPAA/sensitive information fields...read more
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