Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'. read more

Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more

Hi, can you please help to create a report that shows if a deal had more than 1 company ID associated? It causes a duplication in other reports. In general deal can only have 1 company but it looks like sales rep assignes more. I can see only prope read more

Hi, Is it possible to have lots of reasons but then have them filtering into a 'primary reason' so that I can have a report with the 'Primary Reason' and for internal purposes we can produce a more detailed report with additional 'secondary reaso read more

Hey everyone, if you’re looking to make your HubSpot CRM truly your own, you can’t miss these step-by-step guides on creating custom CRM cards. Whether you're just starting or ready to dive into advanced customizations, these guides are packed with read more

My company gives free demo trials for roughly 3 months at a time. What is the best way to track current and historical demo customers, as well as track the associated time period of the trial

Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective read more

If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for read more

We have a user who has left the company, I've taken over their role, and have super admin access. However, before they left and were deactivated, the customer views they had created in Contacts/Companies and Deals were not transferred to another ow read more

Hi everyone, We need to find a way to find the deals closed on the same day or in consecutive days under a company. This is necessary for us to be able to locate the split payments. Can you advise if there is a way to do this?

Hi there, I'm attempting to create a workflow for our deals that also uses properties from the associated company. For a single deal, we might have multiple associated companies with different labels (e.g. Client, Architect). I want to upd read more

I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or read more