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.

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

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

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

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

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