Hi everyone! We have a couple of different teams that utlize out Hubspot hub in similar but different ways. As such, we've created a handful or some of custom team views for the Contact layout. While super helpful for the team, I was hoping ther read more

Hello! I'm interested to know how other businesses handle form submissions/new contacts from multiple locations. Our brand is adding a second location and we are using embedded Hubspot forms on our website. My initial thought was to add a dropdo read more

I know right now this is not possible, but hoping another thread will help push it up. Many many use cases that need this functionality. One example is a calculated margin/commission. If the product amount goes up, right now we are manually read more

Hi everyone, I'm looking for some best practices (resources) when it comes to using the prospecting space as a B2B SaaS business. One of the main issues we have is that some of the reps forget to create leads when they reach out to contacts/comp read more

Hey everyone, Our events director would like to be the first point of contact for our leads, she would like the first email of a sequence to come from her, what is the best way to go about this? I would need another seat first and foremost right? S read more

I seem to remember somewhere that a feature to add calculations to reports to compare certain columns was released but I can't seem to figure out how to do it.

Hi everyone, The proposed answer was marked as "solution" quite quickly, before I had the chance to properly validate if it was working under real conditions . https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/How-to-automate-birthday-e read more

Hi there I want to know what the correct procedure is for updating records. A customer company has 2 contacts(A and B). Contact A uses an email with the company domain. All deals are associated with Contact A who has been with the company since the read more

Hello, first time caller here. We use Hubspot as a lead management tool for our rep network. We struggle to get reps to log into Hubspot to update deals. They receive leads through an automated webform embedded in an email when they become deal o read more

Hi eveyone, Hoping to get some advice please. We have recently had a string of public holidays. Over this time there are some actions that need to be completed prior to the holiday in anticipation of people being out of the office. Has a read more

We have line items on all of our deals with custom properties on the products. One of which is a retail price, the deal, and the product's net price is in our wholesale amount. Currently we manually add up the retail totals from each deal and input read more

Hi everyone, I'm facing a common situation and I’d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025). 👉 Context: I have a "Date of Birth" property on my contacts. This property stores the real year of bi read more