Hello everyone! Our company has been utilizing the HubSpot Office 365 add-in for a while now, primarily for logging customer interactions and assigning tickets internally using a few hashtag techniques. I'm interested to learn how others are read more

hi i’m elena and i’m having some troubles importing my contacts and companies. can anyone help me? 🙂 i am importing two different files excel, one for contacts and one for companies. in both there is a column in common, the RecordId of the co read more

Hello there, we have an Hubspot integration with a LMS wich sends the name of the customer as one field (user name), which cannot be mapped to the Hubspot property NAME. Is there a workflow to copy the information from USER NAME to the Hubspot p read more

Olá, Atualmente já trabalho com T.I porém tenho uma oportunidade de implementar um CRM em uma empresa e ser o "Administrador" em criar processos e automações, implementar do zero, porém nunca nem mexi com isso. Vocês tem algumas dicas e um d read more

Hello, Is there any way to automatically update a list based on a form submission. I have a form that gets sent out each quarter to a certain contact in a company. In the form, there is an option to request the next form be sent out to a differe read more

Hello, I am wondering if there is any way to better visualize my form results? I have a form that has over 100 submissions but the current analytics are not very easy to digest. I want to be able to mimic the Google Form spreadsheet where each r read more

Hi, I was wondering if anyone had any tips or tricks for when creating a quote with a BOM that the quote only shows the sum of that BOM not every line? E.g. I have 1 x display, 1 x aerial, 1 x power block, 1 x remote. I can list all items bu read more

Is there a way to save the configuration? I mean, if I switch to a different plan, make some adjustments, and then roll back to the previous one, can I save those settings in case I decide to upgrade again later, so I don't have to set everything u read more

I'd like to find a way to stop clients from incorrectly leaving the default year (2024) when completing a form with their DOB. We use a date picker property. I could have a certain range of years only but I fear they would still leave whatever defau read more

Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relativel read more

Hi, I am hoping to create a form that my Area Managers (x3) can fill out whilst on a customer site that will automatically be saved to the customer record (with the option to share the form with the customer). To give this some context, the read more

Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with read more