Is there a way to create a calculation so that if I have a "Date" on the first of the month it will put it back a day to the previous month?

Hi Community! I'm new to HubSpot and currently trying to set up a new sandbox for testing purposes. Should I import the flows/assets I need into the HubSpot sandbox first, before I even connect it to our SFDC sandbox? Or the order doesn't matter Leer más

Would it be possible to somehow give a line item a date that can be displayed on the quote table? My products are services, but on the quote must appear a date when the service is being fulfilled, e.g. Transfer from Hotel A to Hotel B 12/10/202 Leer más

Our company has a really unique situation. We are a private aviation company that sells ownership shares of aircraft. Each aircraft has a 5 year term. We built out a custom object to track the aircraft and their in service and out of service dates. Leer más

Hallo Team, ich habe ein Formular erstellt. Mit diesem frage ich Informationen beim Kunden ab. Anschließend soll, nach Eingang des Formulars, eine automatische Mail an 2 spezifische Kontakte (keine Teammitglieder) geschickt werden. Diese sollen Leer más

Hi, I am currently trying to figure out if I can add subcategories for multicheck boxes. We would like our sales reps to add information about what IT systems our potential customers are using today, and it would be helpful to provide opti Leer más

is it possible to create leads from an active list or a lead score trigger instead of just the lifecycle stage? We have a lot of upsell opportunities so some contacts are already listed as customers and we don't want to reset the lifecycle stage. W Leer más

i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory cours Leer más

We are using sequences to define all the tasks that a CSM must do in a deal stage. The problem is that when the customer responds, the sequence stops. Is there any way to block the end of a sequence based on customer interactions? If not, is Leer más

Hi, I have a question and I hope someone has a solution. We sell different services, but all the deals are in one pipeline. But for the different services we need different properties filled. We want to use the properties that appear when y Leer más

Hi HubSpotters 👋 Many of you are either using or looking for a WhatsApp app to integrate with HubSpot. I'm a WhatsApp expert and have seen many businesses not knowing how to choose the right WhatsApp app or choosing the wrong one. Here ar Leer más

Hey everyone, Hope you're all doing well. Quick question: Once a custom event is created (a tracking for download button clicks in my case), how do I add this as a HubSpot Score? For example if the button is clicked, this is 10 HS Score. I've cr Leer más