Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lead Scoring
  • Lists
  • Marketing
  • Marketing Email
  • marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
DDias72 on October 20, 2025
Hi everyone, We need a few team members to have access to the HubSpot App Marketplace so they can install and manage apps — specifically, iCloud integration — but it looks like only admins can currently download apps. We’d like to avoi read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
October 20, 2025 04:10
Hi @DDias72 , There is a dedicated permission for the app marketplace 🙂 Best regards
Solved
NamrathaS on October 16, 2025
I have a question regarding the functionality for organising company data. I’m trying to set up a view where I can track products alongside the competitors from which a company is sourcing them. Specifically, I would like to: Column 1 to contain a read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 16, 2025 23:55
Hi @NamrathaS , In general, it sound like these could be simple company multiple checkbox properties. Column 1 would show a list of products, ...read more
Solved
COHagan8 on October 09, 2025
Hi everyone, we’re currently trying to improve our inbound process in HubSpot and I’d love to hear how others are handling this scenario. When a contact submits a form , HubSpot automatically associates them to an existing company based on thei read more
1 upvote
4 Replies
Accepted solution
Top Contributor
October 20, 2025 14:02
Hi Conor - we have that problem AND also contacts using their personal email. We usually keep both companies associated but make the one it needs to...read more
Solved
JLuka on September 23, 2025
What approaches have worked best for you when it comes to finding the people who will benefit most from your product?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
September 24, 2025 00:03
Hi @JLuka , Happy to help here. I would recommend having conversations with existing customers to understand the reasons they chose the ...read more
Solved
frameofwork on September 19, 2025
Anyone else facing this? I've attempted to click no thanks, the x in the top right and even completed the survey but this pops up multiple times a day when I'm browsing the community forums. I'm not using any ad blockers or extensions that wou read more
0 upvote
3 Replies
Accepted solution
Community Manager
September 19, 2025 15:41
Hey, @frameofwork 👋 Sorry for the obvious quesiotns but: have you tried clearing the cache and cookies and then accepting again? does ...read more
Solved
DYoonZacharias on August 25, 2025
Hello, I work for a non-profit org and I'm looking to create a list of contacts/companies who we have closed deals with (5-figure and up) and close date after last calendar year until now (1/1/24 until now) When I try to create these lists, read more
0 upvote
5 Replies
Accepted solution
August 26, 2025 13:37
Thank you so much for your clear and helpful answer!
Solved
Taxiom on July 24, 2025
Trying to figure out a way to have a button added to the Line Item's page of a quote. Rough mockup below. Would use the button to initiate a webhook that would trigger some other automations we have setup. Just need the user to be able to click the read more
0 upvote
4 Replies
Accepted solution
Guide | Platinum Partner
July 29, 2025 00:41
Hi @Taxiom , Unfortunately, it is not currently possible to add a custom button directly to the Line Items page within HubSpot's internal quote edi...read more
Solved
TLarson5 on June 24, 2025
Hey everyone, Question around best practices (or ideas) to ensure that deals that are partner sourced get proper attribution. I come from a Marketo-SFDC background so am relatively new to Hubspot. I know that in SFDC we histoically had multiple read more
Accepted solution
Hall of Famer | Partner
June 24, 2025 23:56
Hi @TLarson5 , There are various ways you could approach this and it depends on your exact requriements which route you would choose. If i...read more
jasongless on May 06, 2025
While attempting to import historical deals with associated line items I discovered there isn't a valid Knowledge Base to accomplish this. I did attempt the method described in Sample import files , but it didn't work. With the help of HubSpot Supp read more
Participant
May 07, 2025 15:18
Very helpful, thank you @jasongless !
Solved
Xiawanbai on March 12, 2025
We have many emty properties for countries due to wrong set up of the system and the forms from before. Now we are trying to update many of the properties e.g. countries. I started to create this workflow but do you know about any easier/ more effic read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 12, 2025 10:43
Hi @Xiawanbai , I see three options here: Filter for specific values, like in your screenshot (not feasible, doesn't scale) Use a custom...read more
Solved
SClara on March 10, 2025
Hello there! What is the best way to manage products with prices in multiple currencies in HubSpot? Would it be better to use a single product with multiple currencies or create the same product multiple times, each with its own currency? I'm h read more
Accepted solution
HubSpot Alumni
March 10, 2025 19:12
Hey @SClara , thank you for posting in our Community! Using a single product with multiple currencies is generally better for streamlined ma...read more
1stClaas on March 05, 2025
Anyone knows, if it is possible to have distinct format for line items A, and their description B?
0 upvote
1 Reply
Community Manager
March 05, 2025 17:19
Hey @1stClaas ! Thanks for your post. I want to invite some subject matter experts to see if they have any suggestions. Hey @louischaus...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.