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Tips, Tricks & Best Practices

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mGéza_ on May 18, 2025

Change the email address of a registered user in XX account to the email address in YY account

Hi, There are 2 accounts for 2 companies : XX account and YY account. In the XX account there's the registered user with the email address AAA@xx.com . In the YY account there's the registered user with the email address BBB@yy.c read more

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mGéza_

Participant

May 18, 2025 15:52

Hi @karstenkoehler , Thanks for your answer! I've read about a few work arounds 🙂 I've just wanted to avoid the PITA each brings. ...read more

Solved

tverdokhlib1 on May 17, 2025

Update Deals based on Invoice Status

Hey guys, We use Stripe sync to sync invoices between Stripe and HubSpot. It works well, but we also need to indicate this data in Deals to have proper analytics. While creating deals when a new invoice is added is straight forward, I can't read more

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GIlievski

Contributor | Diamond Partner

May 18, 2025 02:19

Hey @tverdokhlib1 , There could be few different ways to solve this. Custom coded actions can definetelly solve it within an Invoice workflow,...read more

Solved

ASobusiak on May 15, 2025

Lead being moved back to a previous stage

Does HubSpot allow you to block a Lead from being moved to its previous stage on Leads Pipeline? For example, moving a Lead from MQL status back to Contact status?

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karstenkoehler

Hall of Famer | Partner

May 15, 2025 06:39

Hi @ASobusiak , Are you referring to the contact object or lead object? For the lead object, no, there aren't lead pipeline rules yet, l...read more

Solved

PNeill1 on May 15, 2025

Automated Workflows

How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company? Thanks

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Josh

Recognized Expert | Diamond Partner

May 15, 2025 08:42

Hi @PNeill1 , Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally,...read more

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PHA_iPadag on May 14, 2025

Looking for advice on how to handle a workflow.

Context: We are still in the midst of building out our HubSpot instance and looking for a way to track and automate change orders for our deals. I'm testing in our sandbox and here's where I'm at. I've created an automated workflow that copies Dea read more

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Josh

Recognized Expert | Diamond Partner

May 15, 2025 12:56

Here are more details, in case anyone else runs into the issue. The objective was to copy values from specific line items associated with a dea...read more

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Adam_W on May 14, 2025

Emails without replies - Calculated property

We're currently using the Services custom object to track customers' onboarding. This is going well with our responsive customers, but we're struggling with our unresponsive ones. We're not using a sequence (yet) as we're still fleshing out the read more

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kosalaindrasiri

Contributor

May 14, 2025 15:50

Hey @Adam_W , Use default property Recent sales email replied date → auto-updates on replies. HubSpot Property Reference Create custom c...read more

Solved

Ishan5 on May 14, 2025

Bot Submission on HubSpot forms

Hi @All Is there a way to create automation in HubSpot to block spam submissions? Someone has been submitting forms repeatedly, and I want to set up an automation to block the IP address and domain associated with the spam. I've already enabled read more

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EmmaAtKiwi

Top Contributor | Platinum Partner

May 14, 2025 08:22

Hey @Ishan5 ! Not a perfect solution, but there's a new beta that might help! Navigate to the Settings cog in the top right hand of your portal >...read more

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Iscrisvesu on May 14, 2025

Is it possible to automatically unenroll or cancel a meeting if there’s no reply?

Hi everyone, We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot. We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp read more

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karstenkoehler

Hall of Famer | Partner

May 14, 2025 05:32

Hi @Iscrisvesu , Unfortunately not out of the box, no, there are no meeting-based workflows (which would likely make this possible). Ot...read more

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RazorP on May 13, 2025

Creating teams with limited views

Hi everyone! I need some help please. We have 4 products available with our company and I am trying to create a team in HubSpot that can only see all the deals for 2 of the products. Unfortunately I can't change the deal owners as that is alread read more

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karstenkoehler

Hall of Famer | Partner

May 13, 2025 10:00

Hi @RazorP , Record access in HubSpot is entirely based on ownership. If you cannot change deal ownership, then you're stuck in terms of chang...read more

galvanA81 on May 13, 2025

Multi Currency pricing

Hello all, We have the following situation in our company: We use 1 HubSpot portal for all our branches (different countries and continents) We sell our products in several currencies Even if the same currency is used in two countries there read more

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victoriajohn4

Member

May 14, 2025 16:05

Using custom product properties like "Price EUR Spain" can work short term, but it does limit scalability and makes reporting or syncing with other t...read more

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FelixC on May 13, 2025

Cannot save notes

Mobile app android Create a notes in the contact but fail to save. With error??

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karstenkoehler

Hall of Famer | Partner

May 13, 2025 06:50

Hi @FelixC , Have you completed these basic troubleshooting steps? https://knowledge.hubspot.com/account-management/troubleshoot-hubspot-mobi...read more

Solved

MChanning on May 13, 2025

Domain Names

I am hoping that someone can help please? Before I start, I need to explain that I have based my career in sales, on asking stupid questions, and I am mopt going to stop now. I just tried to create a new company in Hubspot. As I have done for qu read more

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MChanning

Participant

May 13, 2025 08:23

Thank you Manhar, I really appreciate your feedback. regards Mike