If someone lost their possessions and is now not able to get into their account and is unable to see hubspot on the microsoft authenticator to do the 2fa, what can be done about that? They are trying to log in but in order to do that they need 2 read more

Hey everyone, Looking for some ideas or best practices around the follwing scenario, specifically how to keep it as "clean" as possible. So my current org uses Wistia for both video management and for webinars. When I look at records created read more

Hi, just found out (and please correct me if I'm wrong) that the rights management is a bit tricky when it comes to the new licences model. The problem: No you have Core/ Enterprise Seats and "View Only" seats. 1) Promoting: If I promote read more

With one contact I have more than 3 deals, and I would like to save emails relating only to each deals, but instead it shows me all the emails in the 3 deals. Is it possible to do this?

I have Sales Hub Starter, and have a dev environment, where I of course have access to Enterprise features. However, I want to help answer questions and do demo test setups for (potential) clients, who for example are on Sales Hub Pro. How do I s read more

We’ve started using Hubspot and are currently facing challenges in determining the best way to import all our data. Contacts have been imported, and here’s what we need to do next: Import existing Orders, which are currently listed in an Excel read more

As we work with partners who are using Koalify (a HubSpot plugi) across multiple clients, we want to provide them a clear, familiar view of how their customers are performing with Koalify. So, what’s the best approach? 🤔 A) Do we grant them acces read more

Hello, We have been having trouble with one of our shared inboxes in our HubSpot account. The inbox (Microsoft Outlook) will tend to disconnect for no reason and then sometime will reconnect automatically. On the occation we have to connected read more

Hi everyone, I know it’s an age-old question in the world of lead management, but I’d love to hear how you handle lifecycle stages between companies and contacts . In our case, we manage deals with an account-based approach (focused on compa read more

We should be able to assign default emails to pipelines in Help Desk, and also make it so certain users can only reply from certain emails in Help Desk. For example, I have users who create a ticket and then go to send an email and forget to chang read more

How many Super Admins is too many? One of the common issues we see, when auditing HubSpot Portals, is WAY too many Super Admins. This is a risk for security, privacy and data hygiene (how many people just create Custom Properties whenever t 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