Tips, Tricks & Best Practices

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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) Leia mais

With the new beta projects, is there a way to tie it to a closed deal? i dont seem to find any way to do this...

New hubtstotter here... We have a bunch of companies added to our account. Trying to add contacts to them. however its giving me a error msg every time. I figured out why, its because the email domain doesn't match the company url. Leia mais