We have our VARs setup as custom objects. Their customers are then associated as contacts labeled "Customers" Their billing department is associated as contacts labeled "Billing Contact" When they submit an order through an online form a dea read more

Hi, As we use Sales and Marketing Hub Pro so cannot lock the property so that only few of the teammates can access the property. So i want to build an automation where it will send me email notification if any of the users updates or changes few read more

Efficient communication is the backbone of any successful business. Whether you're managing a remote team, nurturing client relationships, or coordinating marketing campaigns, your messaging strategy can significantly impact your productivity and ou read more

Hola everyone. Just dropping a quick note to introduce myself. I’m Kourtney Coleman a Mental Health Life Coach and Hypnotherapist. I am the bridge of support for clients diagnosed with mental health challenges in between provider visits. I ​help th read more

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri read more

Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot read more

I have a custom user property "Open ticket count" in which I want to calculate number of tickets a particular user have. Now I want to know if there is anyway to create a ticket workflow in order to update that "Open Ticket COunt" custom user proper read more

What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"

I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more

When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"

Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more