Hey everyone, Question around best practices (or ideas) to ensure that deals that are partner sourced get proper attribution. I come from a Marketo-SFDC background so am relatively new to Hubspot. I know that in SFDC we histoically had multiple read more

I want tips and practices for lists auditing. what should i check. When should a list be archived or deleted

Hi everyone, I’m currently setting up an automated process to manage our recurring revenue deals, and I could use some help figuring out the final step. Here’s what I have so far: I’ve created a workflow that triggers when Deal 1 is wit read more

It's surprising that even now, HubSpot doesn’t offer native forms that can directly create deals—especially given how central deals are to the sales process. While this might be a strategic move to give third-party developers room to grow within read more

Hello, I work for an early stage start up company. I have a sales strategy and I'm wondering if there is somewhere within Hubspot that would allow me to host & save this strategy somewhere, a little bit like a Wiki Page. This will be effectively read more

Hi! I know a lot of people here have this issue, but it seems that every one has a different solution for his specific case. When I try to import Deals and Line Items using the products in my library, Hubspot says that it doesn't find the line ite read more

Hello, Is it possible to set-up SMS in sales hub or would i need marketing hub? I run a real estate business and need mass SMS campaigns

Hey everyone, Looking for some ideas or best practices around the follwing scenario, specifically how to keep it as "clean" as possible. So my current org uses Wistia for both video management and for webinars. When I look at records created read more

Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflow. They also use Sales Sequences to send emails. As a a manager I would like to create a Global filter which all membe read more

So I was working on a custom property to display if the email was valid or invalid for a Contact record but I noticed that phone or email is not an option to display on the Lead in the "About This Lead" section. I thought this was weird because how read more

Hi everyone, I'm not sure if this is the right place to ask this question. I work for a consultancy agency in London. I'm tasked to find partners or affiliates to help promote and push sales for our strategy hub subscription service. Our goal is t read more

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 ?