Tips, Tricks & Best Practices

Hi All, I'm working with a customer, I'm writing a PRD for a project to migrate the the customer from an existing custome CRM platform to HubSpot. One of the things that I need to solve it recurring billing,. This will be done outside of HS, do read more

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each read more

Is it possible to bulk enrich multiple Companies but only update one property called "Industry" via workflow, or is there any other option to do that? I really don't want to update street names or, in general, addresses, but I cannot find a way to e read more

Here’s a cleaner, more professional version with better flow and clarity: --- Hi all, Quick question. I’m running into an issue with duplicate company records that I’d like to deduplicate. The challenge is that our SFDC integration needs to rem read more

Hi I would welcome any best practices / tips and tricks how to successfully reconcile the sales and finance views. how to setup a) optimal Deal Management for sales, where PO = Deal, with different product line items & price / margins b) read more

Hello HubSpot experts, Our organisation has a requirement to report on a Deal role that is specific to our company. We need this custom property to be populated by the 'Created by user Id' property on the Deal, but the custom property needs to be a read more

I have connected Workflowmax with HubSpot. Workflowmax is the source of truth. I have contacts that have been archived, but this property cannot be shared with HubSpot through the mapping. I can export a cvs from WorkflowMax that will tell me which read more

Is there a way to modify the options in Bulk Task Assigning to include whast you want it to associate with - In particular the COMPANY? @Victor_Becerra

Hi, I can see that the dependent properties work only if the controlling property is empty... Is there any workaround for this? It is a very weird and useless setup if the dependent property will not be visible if the controlling property already ha read more

Hi! We recently contracted with Storylane (they offer clickable product demos) and are working on our internal implementation plan. We would like to use HubSpot to manage requests for new demos. Simplest version of this would be: Create HubSpot fo read more

I have customer accounts with various contracts that have expiration dates to track. A single customer can have multiple contracts with different expiration dates. Each contract has a renewal notice period (ranging from 30 to 180 days) and a ter 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