Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I was curious: what best practices your team have found? Here are some of our findings: Utilize a knowledge base to ground Lire la suite

Hi, I am trying to create one central calendar for the whole sales team to view so we can all see when people have meetings. The meetings are over a 4 day period as it is for a trade show they are attending and we need to see when people will bebus Lire la suite

Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' Lire la suite

Hi everyone, I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot. During the import process, the "don't overwrite" label says: " When a record in your import matches a record Lire la suite

This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,

I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value Lire la suite

Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as Lire la suite

Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall Lire la suite

I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a Lire la suite

We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email Lire la suite

Hello all. I am very new to HubSpot and the community and have been flying by the seat of my pants lately. I am currently trying to put together a report (pivot table) that houses multiple objects. Individually, the objects each have their own owner Lire la suite

Hi all, I'm trying to create a field that shows which quarter a deal will close in, and struggling to see if it's possible in the calculations fields within deal properties. I want to show Close Date = 27-Jul-25 Quarter Close = 2025-Q3 Lire la suite