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 Leia mais

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,

I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value Leia mais

Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as Leia mais

Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall Leia mais

I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a Leia mais

We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email Leia mais

Hello all. I am very new to HubSpot and the community and have been flying by the seat of my pants lately. I am currently trying to put together a report (pivot table) that houses multiple objects. Individually, the objects each have their own owner Leia mais

Hi all, I'm trying to create a field that shows which quarter a deal will close in, and struggling to see if it's possible in the calculations fields within deal properties. I want to show Close Date = 27-Jul-25 Quarter Close = 2025-Q3 Leia mais

We provide enterprise SaaS systems to banks and lenders which can have some complexity on the product, pricing and timing of pricing... would really appreaciate if anyone has any guidance or examples of a similar setup we can use. We have a core sy Leia mais

Good day, does HubSpot allow you to block private email addresses from being entered in place of a work email address (e.g. email addresses from popular domains: gmail, yahoo, outlook, etc.)? Is it possible to create such a rule? I tried using R Leia mais

Under a contact's activity feed, I get a lot of emails and activities that does not belong to that contact or associated deals. I tried to manually removed them, refresh, but nothing changes. Besides the fact that this same situation is in several Leia mais