Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
bigabiga on April 21, 2025
Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more
Contributor
April 21, 2025 18:32
Hi @bigabiga I’ve seen setups like this and yeah — you'd think it’d be more common or better supported out of the box, but HubSpot doesn’t make t...read more
Hscholl1 on April 21, 2025
Hello - this is my first time posting here, so I hope this is the right place. I have been using the "Open Tasks" report successfully for years, but just today it started sorting backwards by task due date. As you can imagine, this is less than ide read more
0 upvote
2 Replies
Member
April 21, 2025 15:29
Thank you for the quick reply @Sabrinacomai . I'm glad to know it's not something I did. This change is unfortunate. I can't imagine any scenario i...read more
Patti_R on April 21, 2025
Hi all! We are brand new HubSpot converts (previously with Dynamics) and I have a two part question related to handling previously closed deals. In Dynamics, if we had a deal that was closed and then the contact/company came back to us after the fac read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
April 21, 2025 09:55
Hi @Patti_R , I am an advocate for re-opening a new deal, especially if there is any notable period of time between when the original deal was...read more
OrelJa on April 20, 2025
Hi, I’m looking for a way to log meetings right after they end, without having to manually access the website. Is there an option to automatically receive an email at the end of each meeting, allowing me to input information that will be uploaded read more
0 upvote
1 Reply
Hall of Famer | Partner
April 20, 2025 04:57
Hi @OrelJa , This is possible using the calendar extensions for HubSpot: https://knowledge.hubspot.com/manage-your-meetings-in-outlook-ca...read more
NGottlieb on April 18, 2025
Hi, I wanted to see if it was possible to turn off reminders for a meeting after the meeting has been scheduled. An example would be I schedule a meeting with a contact, and set a reminder for 30 minutes before the meeting, but they send an email read more
0 upvote
2 Replies
April 21, 2025 15:50
That’s a really good use case—sometimes those auto-reminders feel redundant after direct contact. I’ve found that once the meeting is booked, the rem...read more
TM-OML on April 17, 2025
Hi, I've seen this posted a few times and people submitting ideas, however given that the functionality doesn't exist currently, I'm wondering how other people are working around there not being a native last activitydate on Hubspot custom objects? read more
0 upvote
5 Replies
Participant
April 17, 2025 10:48
Ah, interesting. Thank you Trevor, how far does that flow? They are associated but not directly. So we have the contact, then the master object w...read more
Solved
Ishan5 on April 16, 2025
Hi All, I want to know is there a way to map one contact field of HubSpot to map to SF lead and Contact Fields, Additionally i want to know that currently my process is updating values at lead level but i dont want HubSpot that value at SF Contact l read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
April 16, 2025 08:07
Hi @Ishan5 , Using the native integration, you won't be able to map one contact field to both contacts and leads as you'll have to choose whic...read more
Solved
TCP-Bookkeeping on April 15, 2025
Can Hubspot be used for setting appointments with clients? Also, can it be used to send out automatic text reminders to clients about their appointments?
0 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
April 15, 2025 11:37
Hey @TCP-Bookkeeping clients can set appointments with you through the meetings scheduler . You could use some data syncs and potentially custo...read more
Solved
OBetzalel on April 15, 2025
Hi, I want to prevent from users from creating a duplicate company, if it has the same domain, it shows them a warning message but is it possible to configure so it will prevent them (in the standard functionality?) If not, can we do some develo read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 15, 2025 05:14
Hi @OBetzalel , As far as I know, there is no dedicated setting that would prevent this. I'm not aware, either, of any development that could ...read more
Solved
JOnwah on April 15, 2025
I was listening to an episode of Ops Cast where the guest made an interesting point: doing a full data clean before reporting can be a hassle—and by the time you’re done, you might only be 10% better off . Instead, they suggested building small re read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 15, 2025 02:46
Hi @JOnwah , Great question – I'd argue that this depends a lot on the fields you're planning to clean up, the stakeholders involved, the auto...read more
Solved
JGibbs4 on April 14, 2025
Hi there, We are moving from an SLG Model to a PLG Model, and we are going to have people buy/upgrade inside the app using Stripe. How should I represent the purchases/upgrades inside Hubspot? The Stripe Data Sync Integration seems to integr read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
April 15, 2025 09:12
Hi @JGibbs4 , I'm assuming that you are using the Stripe integration that doesn't allow you to send data to the deal object? In my opin...read more
Solved
SMonroeEsq on April 14, 2025
I know the scheduler allows you to send an email reminder to contacts about an upcoming meeting. Is there also a way or a feature via HubSpot that allows the user to set up text messages to remind contacts about upcoming meetings, thus reducing no-s read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
April 14, 2025 21:48
Hi @SMonroeEsq , HubSpot doesn’t natively support SMS reminders for meetings, but you could potentially set it up using third party tools lik...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.