I need to create a property with a date, when my multilane property was last updated. When creating the property, output date picked as "date", and formula last_updated (property)., butvthe fosmula show an issue becouse my multiline property string. read more
Hi community, I would like to create a custom contact view for one of my colleagues. Since we have multiple teams in the system, he wants a custom contact view that by default only shows contacts from Team A + B but allows him to include Team C + D read more
Hi Josh, Thanks for your reply! No, i might not have clarified it enough. We already have costume properties to categorise contacts, what i want i...read more
Hey HubSpot Community, I want to automate the entire conversation before a lead is marked qualified, but I’m looking for a personalized AI chatbot experience—not a basic, direct workflow. Ideally, the chatbot should feel like a human interaction read more
Hey HubSpot Community, I’ve currently calculated my company's CLV in Google Sheets, but I want all my calculations and insights centralized on the same platform. Since I'm using the free version of HubSpot right now, is there a way I can implement read more
@lishba - On your free subscription you can add the 'Customer spend trends' card to your contact and/or company records. More info here. With a...read more
Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall read more
Hi everyone, I am Darshan Hiranandani, working on associating primary contact information with a company lead and I am running into a bit of a challenge. I have created a lead for a company and I want the primary contact details (name, phone number read more
Hi @darshanhira24 ,
Is the contact also associated to the lead or just the company? If the contact is not associated to the lead, then a sync ...read more
Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? read more
Hello Community, I have an urgent problem that I created a form. It should create a company and a connected customer. This works fine, until the moment, where someone (with specific information) hands in another form. Then, sometimes, it overwri read more
Hello, I am wanting to target companies in our HubSpot that have attachments as that means they have more than likely progressed in conversations, is there a way to filter this?
What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu read more
Hey @KWyatt6 , happy Tuesday!
I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...read more
Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific read more
Hi @GRichey ,
Without having more context, options 1 and 2 seem sensible to me – but if possible I would try to gather the information require...read more