Is there a way to export all notes written or files attached to each deal in your pipeline? Not on a deal by deal basis but one large export for notes and one export for all file attachments?

Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate 続きを読む

  As we step into 2025, the financial services landscape continues to evolve, requiring industry leaders to adopt a strategic and data-driven approach to stay ahead. That's why we surveyed 200 financial services professionals in th 続きを読む

Hello, Are there any tips for adding multiple contacts faster than what I am currently doing ? Is there any possibility to mass import contacts via an Excel sheet important for example ? Currently, when I am in a company and want to add a ne 続きを読む

I work closely with a hotel to sell my day tours. The hotel has a concierge team who all contact me with enquiries via the same email address. How do I separate or identify each concierge / new deal? I do have other contact details - such as phone 続きを読む

We are trying out HubSpot pro for sales. One thing I'd need to do is to migrate some of our history (manually since no CRM previously) for our current customers and engagements. How can I enter these deals and manually set their stages? I've fou 続きを読む

I'd like to set up a Hubspot form to collect details from our partners who will be sending their sales staff to a tradeshow. We want to ask things like... Do you need help with getting credentials, what days are you scheduled at the booth, when are 続きを読む

Hello, I am using Contact to enter all information. Ex: Does anyone know if there is a way to associate ICP or Tier with contact? Or what is the best way to give the contact a rating based on Target Account ? thanks

Dear support I have only one user/seat with my free Hubspot account. I am trying to setup a appointment booking page with Hubspot meeting scheduler. I need to be able to allow booking for multiple appointments at the same time. However with 続きを読む

Hey All, I am not sure if my subject is helpful or if I am in the right section of the community, but i am hoping to get some information and possibly some instructions. Currently when I want to create a new deal, I follow these steps within HubS 続きを読む

Hello, Trying to set up a workflow where once a user is imported into HubSpot, a task is created and finished immediately, and then a new task is created. Currently, once the user is imported, a task is created, but I then need to finalize t 続きを読む

We have a custom dropdown property that lists our campaigns for the year. There's a general campaign included, but we want to filter and see which contacts enrolled in that campaign during a specific time, like in January 2025. I was thinking we c 続きを読む