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

Hello! I would like to create a workflow that sends an email to our clients who have an appointment with a sales representative that is currently out of the office. For example, if someone is out sick and has 3 meetings scheduled, I’d like t read more

Description: We would like to set up a workflow in HubSpot that automatically associates a contact and company based on a logged email or other activity (e.g., meeting notes, calls, chats). The goal is to improve data management and reduce the nee read more

So, I'm creating a new workflow to copy specific property values from the Deal into the Service object. These properties won't all be filled, as they represent the quantities of different products sold (and not every deal will have one of ev read more

Ok so as we all know in order to create a lead you need to associate it with a contact or company. I am using a data tool that pushes enriched contacts into Husbpot. I have a custom contact property that I'm mapping over [contact_source] that I'm us read more

Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address but a shared , general phone number used across the organisation. This means that whenever a call is updated in HubSpot, read more

Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more

Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more

Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website reques read more

Hi there, HubSpot enthusiasts! I'm thrilled to introduce my latest project: ZipCode AutoFill ! What is ZipCode AutoFill , you might ask? Well, it's the newest innovation in HubSpot add-on technology, designed to make your life a wh 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

Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more