I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a read more
Hi @JBleys ,
This feature refers to emails that you track/log to HubSpot, since it's based on your personal connected email address. Records w...read more
Hi all, I'm trying to create a field that shows which quarter a deal will close in, and struggling to see if it's possible in the calculations fields within deal properties. I want to show Close Date = 27-Jul-25 Quarter Close = 2025-Q3 read more
Create a new calculation property on the deal object. Paste the following formula into the calculation field. It will work. I have included an ima...read more
We provide enterprise SaaS systems to banks and lenders which can have some complexity on the product, pricing and timing of pricing... would really appreaciate if anyone has any guidance or examples of a similar setup we can use. We have a core sy read more
That pricing structure makes sense, especially with the mix of fixed and variable components. Having projected levels upfront could help with forecas...read more
How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list
Buenos dias Haber si podemos resolver un problema, nos pasa que un cliente nos llama, lo crea ese comercial que coge la llamada, pero si ese cliente se descarga una Demo, se le asigna a otro comercial por workflow, hay alguna posibilidad que le ent read more
@ADanielFraile wrote:
Como ves, ese cliente Veronica ya ha tratado con él, se lo asignó ella, el cliente ya ha dicho ok, y al entrar en nuestra ...read more
Hi, I am trying to create a new Custom Company Property so we can identify a contact associated to the company that has a specific executive title (e.g. Company's CMO -> Select the Contact from a dropdown or something similar). Does anyone read more
Hi @Bibiana_R ,
HubSpot has a dedicated feature for this, association labels: https://knowledge.hubspot.com/object-settings/create-and-use-as...read more
I have a newsletter going out and a workflow to make each new contact a marketing contact, which changes their lead status to a lead in SFDC. Is there a way to not mark them as a lead for this form? By and large, we want the new contacts marked as a read more
I'm trying to send an automated email to contacts when they register for a webinar. I set up an automated email that includes a personalization token with the webinar name, so the email says: "Thank you for registering for our upcoming webinar: read more
Hi @CarrieH94 ,
Are you sending this email as a sort of nurturing email? Of it's supposed to be a registration confirmation, wouldn't the auto...read more
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
Hey @SClara , thank you for posting in our Community!
Using a single product with multiple currencies is generally better for streamlined ma...read more
I have a Deal with a bunch of Associated Custom Objects (sub invoices). Due to a migration all the sub invoices got created at the same time. I made a "custom_created_at" field because i cannot overwrite the original created_at field. I want the read more
Hi @RaymondSnow , I hope that you are well! Great question, thanks for asking the Community! I have found a similar thread that you might want t...read more
I want to share something that happened to me yesterday in case it can help someone else. I know some HubSpot users have to be careful about how many contacts they have in their portals. To follow this process you may need to give up a seat for a ti read more
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