hello everyone, now we have license to create sand box the idea is to allow 3rd party to check our workflows , etc without getting access to our company data or client data, any tips or suggestiond for this ?

I found some threads on this topic but never really found an answer. We are hoping there is a way to add a "bundle" of products to a quote. We'd essentially like to use a bundle to add several items to the quote at once that are typically sold read more

Hi, is there a way to clear all properties in a group in a workflow? I have a workflow that I update values into certain properties and before that I need to clear many other ones, I figured that the ability to clear all values in a properties group read more

Hi, A few weeks ago I had a demo and one of our requests was understanding the ability of Hubspot to have a data room on the platform. On the demo, the person we spoke to showed a place to store files under the ‘Library’ item on the navigation menu read more

i am creating a workflow to clone tickets and i want to associate the clone with the same contacts and companies associated with the original one. I am not sure if what i have done is right can some one verify me by reviewing the left bar in the scr read more

I am currently working on a business need that revolves around one of our Deal Pipelines. The pipeline is based on Company records and has Associated Contact record(s). This user wants to automatically send an email to the Contact if the Deal has read more

Hi community, I am just wondering if anyone is managing loan deals in the HubSpot and trying to figure out what makes the most sense for revenue tracking. When you set up a deal in HubSpot, what do you typically put in the “Amount” field—just read more

Hi all, We implemented Hubspot 4/1 but we did not include our internal email domain from the never log list. All of our internal employees now have contact records and many of their internal emails are logged in the system. I added our email domain read more

We are experiencing a critical and recurring issue with meeting links generated through HubSpot, specifically for Zoom meetings. Problem Description: Missing Meeting Links: For several scheduled Zoom meetings, the meeting link is completel read more

Hello, The "Deal Score" feature on Hubspot is really cool (also for how we can visualize it), but we can't modify it. What would be the best way to have our own Deal Score, with criterias with ponderation we choose? Example : Deal Score is a sum read more

Coverage ratios are very helpful for our sales managers. I somehow remember there is a way to monitor the coverage ratios over time, other than copying them to a spreadsheet by hand or by sending monthly reports. I thought it was possible to have Hu read more

Hi All, I am in need of a bit of best practice advice here. At my company we currently have a process where all Inbound MQLs get created as Leads in the Lead Object, and for Outbounding we have a workflow that when enrolled in a sequence those C read more