Hello Community, We have StackAdapt integrated with HubSpot and I am wondering if it is possible to track and tag Contacts that engaged with a retargeting ad. Is there a way to do this with a custom property? Or am I limited to the First and Last T read more

What are best practices for logging & associating sales to products/line items on a daily basis (sometimes hundreds of sales)? We get daily sales reports broken down by customer provided thru a 3rd party service that does not offer API capabilit read more

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

Hi. I'm training an SDR through MS Teams, screen sharing the HubSpot UI. When making calls to prospects, the person I'm sharing with can only hear me and not the prospect's audio on the call. I'm on a Mac and using Chrome as my browser. I'm using read more

Hi everyone, I'm facing a common situation and I’d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025). 👉 Context: I have a "Date of Birth" property on my contacts. This property stores the real year of bi read more

Hi all , i suggest below 5 workflows will save teams hours every week while boosting conversion rates. 1. Deal Stage Follow-Up Reminders 📌 Automatically remind reps to follow up when deals sit too long in a pipeline stage. → No more stall read more

Hi all, We want to create segments of our companies (clients), which would be dividing them into 5-6 groups. Lets just call them Group 1, Group 2, Group 3, etc. A company can only be in one group – but we want to be able to track, how ma read more

Hey All, I was wondering if anybody has a best practices for using Leads for SDRs? We are starting to use it and as the first SDRs join our company we are realising how it really should be used. We currently have it where all inbound leads are c read more

Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' 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

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

Hi, We have many contacts that were created by a Sales Extention that have just email associated and a Company. Is there a way to make sure the name, surname, or any other properties are allocated to the contact once it's added to Hubspot? What read more