Hi, We are a services business and about 70% of our business involves and RFP with all the known issues when it comes to visibility. The remaining 30% are direct enterprise deals. Are others in a similar situation and interested in sharing best pra read more

Hi guys, I am trying to import activities (Meetings) related to contacts (no need to import contacts, I do that separately) I just want to upload a csv file with the record id (points to contact record), and the rest of the Meeting fields, that by read more

Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?

Hi, I am trying to understand how the calculation of the line items works, I searched for documentation on the formulas and did not find anything. I updated it based on my knowledge and I wanted to understand if any of you have some documentation t read more

I have two main types of contacts: one are "normal" clients, and the other are freelancers we work with. They are differentiated using a custom property with two values. ("Type Contact" can be "Expert" or "Client") I'm starting to introduce the new read more

Hi everyone, I'm creating new users and granting them permissions in the system. 1. I want to hide some of the navigation tabs, for the reason that an SDR doesn't need to need to take actions in the functionality inside the Marketing tab for exa read more

Hi.. Wie würdet ihr das lösen? Wir haben Leads (und nur deren E-Mail Adresse). 2 Werktage nach Erhalt dieser Leads möchten wir den Leads eine E-Mail senden, mit der Möglichkeit (Link) einen Termin zu vereinbaren. Der Link würde normalerweis read more

Hi Community! I am hoping someone can provide some advise on best practice for following use case: We have run a conference for 3 years in a row and do not currently have a CRM - I want to be able to track the attendees that have attended for eac read more

Hi everyone, I want to make sure that I'm doing this right. I want to create a workflow, that once I create a contact under a primary company with Company Status = "Active Customer" OR if I create a contact and later on I associate it to a primary read more

Hi! I've been scouring the topics here and the rest of the internet but couldn't find an answer; hope some of you good people can help. I'm wondering what's the best way to send automated marketing emails without authenticating the sending domai read more

Hi All, I am new to HubSpot, I'm coming from Salesforce.com Any recommended free tool to import/update/remove data from the HubSpot? In salesforce we have the Data Loader if someone is familiar.. Thanks! 😀

Hi, I want to create a flow that when my Company Status (Custom field) on the company object is updated to "Active Outbound", then I want all related contacts of that company, whose Lifecycle Stage not equals to "Unqualified and Nurturing". How can read more