Tips, Tricks & Best Practices

Our team is in Aviation and we are looking to do post-flight surveys to ID if there were any issues with each trip. The survey would ask about different elements of the flight and customer experience, such as if the WiFI was working, if there was a Leer más

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties. Property A (Initial Input Date) Property B (Rolling Input Date) Where Leer más

Hi all, I’m building a workflow where ChatGPT identifies whether a company is a parent or a child . That part works. Now I want to auto-associate them — and I’m stuck. Domain matching doesn’t work (parent & subsidiaries often share Leer más

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each Leer más

Hi everyone, I'm looking for a simple way to have our salesreps submit a weekly deal summary so we get an overview on what's been happening in the previous week. We're already using target accounts & tiers so these will be the foundation for Leer más

Is it possible to bulk enrich multiple Companies but only update one property called "Industry" via workflow, or is there any other option to do that? I really don't want to update street names or, in general, addresses, but I cannot find a way to e Leer más

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.

Here’s a cleaner, more professional version with better flow and clarity: --- Hi all, Quick question. I’m running into an issue with duplicate company records that I’d like to deduplicate. The challenge is that our SFDC integration needs to rem Leer más

Hi everyone! I'm currently looking for a solution on how to redirect prospects to the right person when they book a meeting on our website. For example, let's say that they are working in the entertainment industry and working in France, then th Leer más

Finallyyyyy. This has been such a pain in lead routing for forever. This update makes routing so much cleaner for us. we can actually trust team-based routing now instead of doing that annoying workaround where you jump into the assignment workflow Leer más

Does anyone know if a deal can be created from a website using a hubspot meeting booking form? We have this book a meeting form on our wordpress site using the hubspot wordpress plugin and when someone books a meeting, we would like it to create Leer más

Hi I would welcome any best practices / tips and tricks how to successfully reconcile the sales and finance views. how to setup a) optimal Deal Management for sales, where PO = Deal, with different product line items & price / margins b) Leer más