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

Hi All, We use deals to represent potential vendors. We want to share the vendor information to the contact. We have multiple deals associated to a contact that look something like this: Contact -- Deal 1 = Vendor A, Deal 2 = Vend read more

Hello HubSpot Community, I'm trying to view the calendar or activities assigned to a colleague in HubSpot. In Pipedrive, I could easily see all the activities assigned to different team members. However, I'm having trouble finding a similar feature read more

Hi Community! Our sales team has been using the prospecting tool, but they are finding it quite challenging and somewhat cluttered. Our main goal with the prospecting tool is twofold: For Marketing : To gain insights into what’s happening with l read more

Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more

Hi all, What are the best practices for setting up external contacts such as vendors, engineers, etc? This would be at both the contact and company level.

I imported contacts from a spreadsheet, and they saved as all caps LASTNAME, FIRSTNAME assigned to "Firstname" status. I re-uploaded the spreadsheet to be correct with capitalization and columns in an attempt to update the already messed-up batch of read more

How do I reassign ownership for all contacts/companies/active deals to a new owner? Employee A has left the company and I need to assign all their contacts and companies to their replacement, Employee B. Looking for a way to replace all instead of h read more

I'm in the process of choosing a CRM system for my business and would love to get some advice. What are the key criteria you consider when selecting a CRM system? What factors have been most important in your decision-making process? Any tips or ins read more

For our use case I'm trying to built a workflow which check if for any new deals if our sales team doesn't have any call activities within 24 hours then deal owner should be changed. I'm able to achieve this workflow but here one challenge I'm f read more

Hi HS community: If I know the date for deactivating a User, and that User is involved in several Workflows (Contact Owner assignment, Deals assignment, etc.); is there a way to do an automated replacement for a new User? I mean, I need the new Hu read more