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

Feels like it's a bug but if anyone has a way to fix this it would save me hours to reset everything properly... I uploaded some contacts by mistake and reached the limit (did not know it existed on the first place) So in order to keep only really 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

kann ich die Kontakte in der gratis version auch einschliesslich der Notizen exportieren?

Hello! I tried to create a simple workflow that sends a follow up email to contacts who submitted a Contact Us form in our website (specifically to those who indicated that their ticket volume is below 1000). But when I turned on the workflow a read more

I'm working on an internal meeting notification workflow and cannot figure out how to add the time of the meeting to the notification. I've set it up as a contact-based workflow that triggers on "Has completed: Meeting booked" and "Meeting host is U read more

My startup is about to launch, but I'm completely stuck on getting our HubSpot set up correctly. I desperately need someone with deep HubSpot expertise to help me with: Full CRM setup and customization Marketing automation workflows Sales pi read more

Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I was curious: what best practices your team have found? Here are some of our findings: Utilize a knowledge base to ground read more

Hi, I am trying to create one central calendar for the whole sales team to view so we can all see when people have meetings. The meetings are over a 4 day period as it is for a trade show they are attending and we need to see when people will bebus 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 everyone, I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot. During the import process, the "don't overwrite" label says: " When a record in your import matches a record read more

This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,