We are using custom objects to represent Planets in our solar system. We do not want our sales people to create new Planets- all the planets already exist in our CRM. Can I limit the creation of new planets (custom objexct records) to only the read more

What are your best practicing for seeing your email responses in HubSpot? We create records (tickets) in a custom object to fulfill our service department's orders. The service department communicates with the customer and needs a way to see wh read more

We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more

Hi, I wonder if it is possible, when linking two custom objects (we made linking one custom object a requirement for creating another type of custom object), that there is some kind of verification that a certain date property of both objects match read more

We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist read more

💡 Looking for guidance regarding a form we aim to implement in HubSpot, to replace a 3rd party data collection tool we are using to map customer and user details. Background : we are a B2B SaaS company, and in our onboarding process (docum read more

Hi, I created a custom object that is associated to deals, contacts and companies. However, the email/call communication from those objects doesn't show on my custom object. I'm unsure how to investigate the problem/fix it. T read more

For all the real estate peeps in the room... How are you tracking subject properties??? I'm trying to figure out a way to track the properties owned by any particular contact. The goal is to be able to search for anyone who currently owns a single read more

Hello, We are in B2B sales and rely on the lifecycle stage for the company to identify our customers. However, we have not figured out how to manage former customers that have gone our of business or terminated the relationship with our compnay. read more

Hi, I have a custom object named shops. By default the shop has contacts associated to them. And the contacts have deals. Is there a way to automatically associate the deals to the shops? I tried on zapier, but it doesn't suppo read more

We manage our client's information from our small architectural office with a system we built years ago. This system connects to the City's public database to keep our project's information updated. Let's say, if a project gets approved by the City, read more

Hi, I have a custom object where i have a lot of duplicates. Is there a way to automatically identify and deduplicate them? like we have in contacts/companies? Thanks David