Always Listen to every suggestions of each people in the group Establish a bond to become comfortable with each other Be a good Leader and a good Team Player

I'm looking for some help with a set of workflows I'm building to support a partner référrąӏ* process. We have a form that collects a referring partner's email address and various other fields related to the client they're referring, which are c Lire la suite

Hi everyone, I wanted to share a few practical CRM tips that have helped our marketing team stay organized and improve campaign efficiency: Use custom properties to track key marketing data such as lead source or campaign type. Set up automat Lire la suite

Hi Community, Looking for some way to stop Hubspot from tracking and logging of INTERNAL emails within our company. Why - for obvious privacy and confidentiality reasons. How do we do this stop this? We DO want to log and track EXTERNAL emai Lire la suite

Hi, guys. I'm struggling to change the properties I made on the "Deals" page. For some reason, although I am the super owner of our company's CRM, when I go into the settings and I try to alter the pre-defined properties, I get a notification that s Lire la suite

I get really confused between the State/Region Property and State/Region Code property in HubSpot. They are both text properties and it is messy. I have another property set up called "Select State", that I have populated with all 50 States and also Lire la suite

I'm looking to understand the best way for my team to be able to use snippets that have pre-approved documents listed as links within them. We don't want to use the "files" URLs because the permissions on what gets uploaded into the "files" libr Lire la suite

Hi all - hoping someone can assist as HubSpot support has had this for a couple of weeks and seemingly no luck. I have a company date property - Regulatory Judgement Date - which is updated manually. I also have a 'Next Expected Regulatory Judge Lire la suite

Has anyone had any luck or found any work around to log & track emails sent from deskpro in hubspot? We use Deskpro as our ticketing system for support & sales enquiries and have recently set the sales team up with the HubSpot outlook ex Lire la suite

Hi everyone. I currently have 3 WABA phone numbers for 3 different brands. I want to use them to retarget my customers in HubSpot through workflows. Are there any integrated apps that support multiple WABA numbers within the same HubSpot account? S Lire la suite

Hi Community, Does anyone know what setting to change for the visualization on the deal tracker so that if a stage is set to Closed Lost (or even Closed Won) that it does NOT automatically show the check marks for all the other deal stages? Lire la suite

Hi everyone, I’m looking for some advice on how to best structure this in HubSpot. Issue: Right now, our Fees property is a text field, and it’s causing several issues such as blanks or incorrect manual entries. Context: Eac Lire la suite