Hi, In our sales team each of the reps have week off on specific days. During their week off days I don't want the leads or deals getting assigned to them. So is there any turnaround logic that can be implemented through workflows that will each read more

Hi everyone! I'm trying to create a contact-based workflow that captures the first time a sales email is sent. I’ve already created a custom property called "First Sales Email Timestamp" , and set up a workflow that fills this property when an ou read more

Hello everyone, I am Prakash Hinduja from Geneva, Switzerland (Swiss) — consultant and advisor. I am interested in learning how to set up workflows to nurture leads automatically in HubSpot. Could you please share your best practices, tips, or ex read more

We have been using HubSpot for the past 5 years, primarily in a Contact based focus, rarely if ever looking at Companies. Our company has grown and we now operate on more of a B2B model. Has anyone else moved from Contact to Company model? I unders read more

Need help in creating this dashboard (number of reports needed, report type, data sources , filter): Macro Campaign/Channel Analysis Dashboard YOY Total # of Campaigns by Business Unit (DDH, CMSSP, O142)-->Budget-->Campaign-->Deep read more

Hi, in our process our pre-sales and post sales work on deal level. Total Stages - 7 Stage 1 to Stage 4 - Pre- Sales person work Stage 4 onwards- Post Sales person works So i want to calculate distinct call count made by each teams during read more

Most HubSpot audits are slow, expensive, or invasive. So I built a free one that isn’t. After years of helping clients clean up messy pipelines, junk workflows, and underperforming forms, I started to notice a pattern: Everyone had the same pro read more

Ran a list of contacts with associated company column. There were lots of blanks for the associated company fields because there are contacts in the list with multiple associated companies but no primary company. The list only presents contact with read more

Hello Hubspot Community! I'm trying to create a workflow automation to automatically assign a Company to one of our Customer Success Managers once the stage of a deal has passed a certain point. The steps themselves are relatively straight forw read more

Hi, we have a custom deal property called "product" with a drop down menu of 3 different products. As soon as a deal is marked as closed won, I want to be able to display that product also on company level (the associated primary company) so I c read more

I am currently utilizing HubSpot for email tracking and am accessing my email account via IMAP on Outlook for macOS. I would like to confirm if it's possible to leverage the HubSpot Outlook add-on to track my emails on macOS, considering my email is read more

Guten Morgen, ich möchte gerne durch einen Workflow Eigenschaftswerte einer Eigenschaft hinzufügen und nach einer Verzögerung auch wieder löschen lassen. Beispiel: der Kunde erhält ein Kennzeichen für aktive Geschäftsbeziehungen (Firma X, Fir read more