Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more

Hi, I have a question on what's best to do when you create a workflow for a custom object for example. We want to create a workflow that will be triggered everytime there is an update / create action on the record? or set the triggers that will ex read more

Hi, We are using the standard quotes in HubSpot. We created a custom field on the Deal level (Purchase Term) and we want to place it on the quote. Is it possible? Thanks!

HubSpot Users Rejoice! Auto-Translate SDR Notes & Conquer the Language Barrier! Ever wished your HubSpot could speak Esperanto? Struggling with handoffs because your SDRs are rockstars in a different language? You're not alone! This highly read more

Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀

I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed read more

I am trying to figure out the best way to create stages in a pipline. For context: we have a subscription product and additional supporting products that can be used as a one-off. they can be purchased at the same time or add ons can be purchased read more

We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more

Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc read more

Hi, I want to create a logic as follows: We don't have the operations hub professional so we can't create a scheduled workflow. We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No). read more

Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon read more

Hello, I have a question regarding closed lost stage that we use in our sales pipeline. Right now our sales team thinks the closed lost stage kills the validity. The reason why, is that they think a deal never "dies" and never resets, it just s read more