I Have records showing up in the download that i cannot find in the online data base. They have a record ID but no information. I would like to find out where they are since they are messing with my reporting. The deal name is a date on 12 records read more

Hi all, Hi all, We work in a franchise scheme, where every franchisee has their own HS account. My question is related to recommending the best practices for deactivated users at the users & teams administration level, there are accounts with read more

In the contact object, there are certain fields to capture sequence activity. So want to reflect those sequence activity dates from the contact object to the Company object and I created some fields for those values to capture. I know that if we cre read more

Hello - our organization is looking to standardize email signatures. We're the only unit on Hubspot. Is there a way to list multiple, linked, social media icons horizontally in the email signature somehow? The free email generator is not a read more

I've created a workflow to send 2 emails to multiple leads. And we don't have a property to identify these kinds of leads so I went with manual enrollments (List). in 2nd action made 1 email template and 3rd action was a time delay until (28th march read more

In our business, we have very cyclical timelines for our sales process. If a deal does not go through our pipeline within the determined amount of time (ie X date), we move them to Closed Lost. However, sometimes our closed lost deals reapply and in read more

In HubSpot workflow, once the workflow is on and I have to send 1 email and post that if I change the enrollment list(Manual Enrollment) then the campaign will be resent right?

Hi, I have a particular issue that I am not sure of the best way to resolve within HubSpot. The scenario: We have two customers entering a joint venture to bid on a municipality works project. I need to assign the coordination of the bid t read more

Hi all. I hope someone can help me with this. So we use the meeting link on different website pages and I need to understand, on which page the client fills out the form and book a demo. I noticed that HubSpot automatically sends the parentPageUrl read more

I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.

Hi there, Is there a plan to develop the ability to insert a note for Closed Lost Reason along with the option from the dropdown? For example, we have a bunch of competitors, and sometimes customers decide to go with them instead of us. I'd read more

Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more