Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall read more

Hi everyone, I am Darshan Hiranandani, working on associating primary contact information with a company lead and I am running into a bit of a challenge. I have created a lead for a company and I want the primary contact details (name, phone number read more

Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? read more

Hello Community, I have an urgent problem that I created a form. It should create a company and a connected customer. This works fine, until the moment, where someone (with specific information) hands in another form. Then, sometimes, it overwri read more

Hello, I am wanting to target companies in our HubSpot that have attachments as that means they have more than likely progressed in conversations, is there a way to filter this?

What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu read more

Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.

Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific read more

We sometimes get leads that we can't take care of directly, so we refer the business out to a partner who in turn comes back to buy the equipment from us. Lead came in for salesperson A, gets referred to partner B who is taken care of by salespe read more

Hi, I've started to send emails via HUBS to track the interactions on the sent email (ie open 4 times etc). However I've noticed (after checking the sent folder on my email) that the format of the emails sent from HUBS look poor (different font etc read more

Hi everyone, I'm using Hubspot free version at the moment, but we're planning to shift to a paid version in the near future. I've created products in HubSpot and my Meta ad form currently captures team size and workspace type which I've integrat read more

Thank you for having me here. I'm here to learn and connect with others to grow in the field of Email Marketing.