I have created a freestanding form in Hubspot that is being used to trigger a deal. How do I auto populate the deal properties with the data from the form submission and the associated contact's properties?

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I couldn't find this question asked before and I'm new to HubSpot--I'm hoping anyone might be able to point me in the right direction. I think I'd like to use a conditional Deal tag to solve an issue but I'm not sure if it's the best solution. Leer más

We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d Leer más

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 Leer más

I am working on writing a custom deal property that calculates the expected annual amount based on the close date. The ultimate goal is to include the custom deal property on our pipeline reporting to show us the total annual amount (an existing Hub Leer más

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 Leer más

What are the best technical methods and practices to ensure seamless data exchange and communication between a CRM system and other business tools, so that operations stay synchronized and efficient?

Hey everyone, Looking for input on whether this project is worth tackling now or revisiting later: Cleaning up and organizing our Contact to Company Associations. Situation: We have a separate CRM that pushes company data to HubSpot vi Leer más

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 Leer más

It's Asking About: Creating custom objects (e.g., subscriptions, projects, assets) beyond HubSpot's default ones (contacts, companies, deals). Structuring relationships between those objects and standard ones (e.g., linking a "Project" obj Leer más

Can fields be added to the search preview? It would be nice if we could see the lifecycle stage at the company level.