Tips, Tricks & Best Practices

I'm looking to create reports that are based on the month. For example, the date is currently January 1, I'd love to track sales leads enrolling four to five months into the future. This would mean, the report would only show leads from May to J Leer más

I have configured the activity default association behavior such that on my custom object, note creation (for example) will also associate with any contacts that are also associated with the custom object instance. However, I only want this beha Leer más

Hi! I have a large list of companies for importing (5,000+). I'm apprehensive about the import based on some previous challenges. Anyone have any general advice when looking at a import of this size? I intend on splitting it up into 1,000's and this Leer más

can anyone help me out with the Custom Code and Format Data step to make my workflow get the "Record Id" add "MDF" to the front of it and put it in a new field? I don't know JavaScript yet and the AI is not helping me very well.

Hi everyone, I'm currently setting up a sales pipeline in HubSpot for a business that manufactures and sells high-ticket physical units—specifically portable office cabins. Unlike SaaS or digital products, our sales cycle is longer because it in Leer más

Hi, I may need to miigrate to a mail client like Mac Mail. What options do I have for tracking? If I also have Google Workspace, is there a way to add tracking without it being via the Chrome extension? Any other recommendations? Thanks ii Leer más

Hi everyone — hoping someone can point me to the exact steps in the UI. I’m editing a contact-based active list and want to filter it so it only includes contacts who are associated to a Deal with the association label: Primary Contact Broker Leer más

Hi, We are currently migrating from an in-house built CRM to HubSpot (Professional plan). The previous HubSpot setup was partially implemented and became messy due to one-off imports, inconsistent lifecycle updates, etc. We have almost compl Leer más

Hi - I'm interested in hearing from people who are using the HubSpot connector for Claude. I understand you need a paid subscription with Anthropic but do you also need a paid subscription with Claude? And if you're using the free version of Cla Leer más

I am setting up a new Hubspot instance (we are switching over from Attio) for our SaaS B2B startup. Any of you have any documented "good basic setups" on pipeline management, workflows, enrichment, data hygiene? I feel like HS has so man Leer más

Good day! Is there a way to have all activities selected by default? I'm referring to the Contacts, Deals, Companies, etc. views. Currently, the user must change the selection each time to show what they want. Thank you in advance!

Hi everyone, I’m looking for a way to automatically create a ticket in HubSpot based on an email that is sent from a specific email address via a workflow. More specifically: We are sending automated emails using Workflows, from a dedicated sende Leer más