How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list

Description: We would like to set up a workflow in HubSpot that automatically associates a contact and company based on a logged email or other activity (e.g., meeting notes, calls, chats). The goal is to improve data management and reduce the nee read more

Hello! More and more, we end up with 10 contacts or more, associated to 1 company. For example when we work with partners: at 1 partner we know multiple people, but we only work regularly with few of them. I would like to find a way to pri read more

hello, I created a unique property [unformatted_phone] as a unic value to handle the duplications in my data base. Currently, I only have the phone number with +33 etc completed. I would like to import a data base but make sure duplications are h read more

Hey all, I have been trying to come up with a way to solve this problem... we have automations in place to set up MQLs and an associated lead in the lead object, so the sales guys can work the lead and qualify it. How can I make it so they don't ju read more

Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited read more

When I create a new Company, I can choose between different option in the Type field: Lead Partner Resaler Provider Other I would like to add a personalized option, how can I proceed to do that?

Buenos dias Haber si podemos resolver un problema, nos pasa que un cliente nos llama, lo crea ese comercial que coge la llamada, pero si ese cliente se descarga una Demo, se le asigna a otro comercial por workflow, hay alguna posibilidad que le ent read more

Hi, When I go to a contact profile, I can see that they opened a file I sent or clicked on a link : How can I have all the contacts that opened the document gathered in one place ? I have the Starter pack. It was not an email market read more

Hi I have a list of products that I would like to create a simple form for my customers to enter simple data such as Name, company name, email, reference then use the list of products saved on hubspot to be able to be added to a couple of lines. read more

We have many emty properties for countries due to wrong set up of the system and the forms from before. Now we are trying to update many of the properties e.g. countries. I started to create this workflow but do you know about any easier/ more effic read more

Hi there, Currently, in our instance, when someone moves a Deal to "Closed-Won" there are not any required fields to fill out. However, ideally, what I would like to have happen is that when a deal is marked Closed Won AND the Deal type is read more