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

Hi HubSpot Community, I’m wondering if there’s a way to present or visualize the Leads Pipeline in the same way we can view the Deals Pipeline —essentially using the Bucket View (stage-by-stage columns similar to a Kanban board). Right now, our read more

Hi! I'm the sole recipient of deals coming to our B2B pipeline from a Hubspot form on our website. How can I change the recipient(s) for my coming holiday and then back again after my return?

Hey everyone, I’m currently building out an email sequence for my SaaS product, but instead of reinventing the wheel, I thought it’d be smart to learn from those who've already tested things that work. If you’ve built or tested any SaaS email sequ read more

Hello, I am struggling to understand how I can build a lead flow for my personal use case. Currently our stages are New, Unresponsive, Attempting, Connected, Sales Qualified, Open Deal, and Disqualified. I need to decide how I can integrate lead nu read more

Hey all, I'm looking to send reminders to the sales team when they haven't followed up on a lead within 2 days. I thought about using a workflow when the time spent in "New" is at least 2 days but I want business days which only seems available in read more