Hello everyone, I am Prakash Hinduja, currently working on organizing my CRM and have come across a number of duplicate contacts. I have really appreciate it if anyone could share suggestions or best practices on how to clean them up effectively read more

Hi All! We are struggling with lost visibility to the deal stage exit criteria in HubSpot (we were previously in Dynamics which had better visibility to this). I was going to build a Playbook but we don't have Sales Enterprise so we can include dyna read more

Hi everyone 🤝 I'm using AmpleMarket to send outbound emails, and I'm trying to figure out the best way to include those emails in HubSpot activity reports. Is there a way to track or import these email activities so that they can be used in cus read more

Hi all, We are wondering how best to deal with MYDs. We have a workflow that copies information from the closed won deal to the company once the contract start date is met, but we are running into problems when there is price escalation between read more

Hi, I am a bit confused about setting up enrolment triggers in my workflow. My goal is to build a workflow where you can enter another stage only if you complete a task from a previous one. The issue is that, I do not pick up Manual triger while read more

how to fill workflow, list properties. I created a drop down property called status with options delete,hospitality,seniro living,multi family. I want to fill the properties value manually. Is that possible

Hi folks, I'm working on a task at my company where I need to create SLA rules and reports for orders in HubSpot, we're currently on the Professional subscription. Here's the setup: Each Sales Order (SO) has line items SLA is: Orders read more

Hi everyone, I made some changes to our deal stages and would like to remove two of them without actually deleting them to retain historic data. Is there any way to archive a deal stage or to remove it from the deal stage dropdowns without delet read more

I was wondering if it is possible to directly add association labels in bulk as well? As in, I'd like to associate around a dozen of my contacts with the same four companies using the same association label for each of those associations. Is tha read more

Does anyone have any experience creating a Marketing Request Form in HubSpot? We want to have a form for internal team members outside of Marketing to request collateral, giveaways, permission/funding to attend events, etc. Ideally we would rat read more

Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some read more

Hello community. A quick synopsis of what we're trying to do and the challenges we're running into. Our business sells to large enterprises, often with multiple business units and geographies. Additionally, we often sell through third parties which read more