I have a multi-year deal that I am trying to enter with Line Items. The problem is, instead of scheduling out the second year, the MRR and ARR are adding the two years together. I assumed that by adding Billing Start Dates, it would correctly calcul read more

is it possible to create leads from an active list or a lead score trigger instead of just the lifecycle stage? We have a lot of upsell opportunities so some contacts are already listed as customers and we don't want to reset the lifecycle stage. W read more

Hi, I have a question and I hope someone has a solution. We sell different services, but all the deals are in one pipeline. But for the different services we need different properties filled. We want to use the properties that appear when y read more

Hey everyone, Hope you're all doing well. Quick question: Once a custom event is created (a tracking for download button clicks in my case), how do I add this as a HubSpot Score? For example if the button is clicked, this is 10 HS Score. I've cr read more

Hi, We have removed all deals records from the system, and we noticed that the line items records are still existing within the system. How can we delete them? It is affecting the reporting. Thanks!

Hello there, we have an Hubspot integration with a LMS wich sends the name of the customer as one field (user name), which cannot be mapped to the Hubspot property NAME. Is there a workflow to copy the information from USER NAME to the Hubspot p read more

Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relativel read more

Hi there, would love to understand best practices regarding deals with break clauses. Do people tend to put the contract renewal date as the break clause date or as the full contract end date? We have a CS pipeline but have been asked for break read more

Hi Folks, Is there a way to limit the "Last Touch" and "Last Engagement" fields on the Target Account page so they only show data regarding outreach from certian teams? A lot of times the last touch is a support ticket and that's not valueabl read more

Hi, We have a user with a default meeting scheduler page for his user. He is trying to add fields to the meeting scheduler form but he can't for some reason, he has the following permission in his profile: Here is an example from my mee read more

I want a calculated deal property called "new_arr". This shoud be the sum of the deal amount (deal property) and the "current_arr" (company property). Is such a calculated field possible? For context, the reason we are asking for this is because read more

Hey guys, Quick quesiton: I have a workflow step that copies COMPANY OWNER from the enrolled company to CONTACT OWNER on all All contacts but it doesn't work properly. Even if the company has a contact owner, the owner is not copied to the contact read more