Tips, Tricks & Best Practices

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties. Property A (Initial Input Date) Property B (Rolling Input Date) Where read more

Hi everyone, I'm looking for a simple way to have our salesreps submit a weekly deal summary so we get an overview on what's been happening in the previous week. We're already using target accounts & tiers so these will be the foundation for read more

Dear HubSpot community, I would like to know your suggestions and ideas. My client's HubSpot account’s fiscal year has been changed from January–December to April–March . The client would like clarification on the following: read more

Hello! I want to automatically, through a workflow, create a Subscription and associate it to the Company, the Contact with the association lable = Billing Contact, and the recently closed Deal. The trigger should be upon closing the deal and m read more

Hi everyone, I’m cleaning up our user/permission setup in HubSpot and I’m a bit lost on what’s “best practice”. I’d love some guidance on how other teams do this. 1. Real permission templates vs. copying from an existing user Right now, when I ed read more

Hi everyone, I’m a founder running sales for a SaaS company , and I want to automate as much of my sales and ops workflow as possible in HubSpot (Sales Hub Pro). I’m looking for good resources to understand: What workflows are actually pos read more

Hi all, I’m running Sales Hub Professional with one HubSpot account and two legal entities : US entity (USD) French entity (EUR) Current setup Two deal pipelines: Sales – US / Sales – France Multi-currency enabled (USD + E read more

It's possible to see when a contact became an SQL; however, there isn't a timestamp for when a company becomes an SQL natively. Any tips or tricks, workflows and properties, that can provide the date when a company becomes an SQL? How would it g read more

How do I add columns to the Metrics drilldown views?

When time in current stage column is exported from hubspot from reports it is in which unit, Time in current stage 2,354,813,427 Any way to convert into days?

Hi, Is there any way to have custom caluclation property for each stage that can populate the time the deal was in each of the stage of deals? For example - There are 7 stages of deal, so I want to know the time of each stage the deal was. read more

Criei um objeto personalizado que agrupa informações sobre alguns negócios e queria associar automaticamente os negócios que atenderem aos parametros que estabeleci. Para isso criei um fluxo com as possibilidades e após faze-lo coloquei os dados p read more