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

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

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

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?

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

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

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

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

I recently updated our organization’s domain, changing the integration user's email from integration@abc.com to integration@xyz.com . In Salesforce, the HubSpot integration user is correctly set to integration@xyz.com . However, in HubSpot’s Sa read more

Hello! I would like to create a workflow that sends an email to our clients who have an appointment with a sales representative that is currently out of the office. For example, if someone is out sick and has 3 meetings scheduled, I’d like t read more

Hi all , i suggest below 5 workflows will save teams hours every week while boosting conversion rates. 1. Deal Stage Follow-Up Reminders 📌 Automatically remind reps to follow up when deals sit too long in a pipeline stage. → No more stall read more

TLDR version - looking for a playbook on how to configure Products for a consulting services company on HubSpot Pro Sales and CRM. Some background: we are a consulting services company selling engagements that are, with few exceptions, custo read more