I'd like to find a way to stop clients from incorrectly leaving the default year (2024) when completing a form with their DOB. We use a date picker property. I could have a certain range of years only but I fear they would still leave whatever defau read more

Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relativel read more

Olá, gostaria de mudar os campos obrigatorios ao longo de todo kanbam do pipeline de acordo com uma resposta inicial. Por exemplo: Na etapa Lead o comercial preenche Produto A, gostaria que a partir disso no pipeline solicitasse somente informaçõ read more

Hi, I am hoping to create a form that my Area Managers (x3) can fill out whilst on a customer site that will automatically be saved to the customer record (with the option to share the form with the customer). To give this some context, the read more

Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with read more

Hi All, We use deals to represent potential vendors. We want to share the vendor information to the contact. We have multiple deals associated to a contact that look something like this: Contact -- Deal 1 = Vendor A, Deal 2 = Vend read more

Hello HubSpot Community, I'm trying to view the calendar or activities assigned to a colleague in HubSpot. In Pipedrive, I could easily see all the activities assigned to different team members. However, I'm having trouble finding a similar feature read more

Hi Community! Our sales team has been using the prospecting tool, but they are finding it quite challenging and somewhat cluttered. Our main goal with the prospecting tool is twofold: For Marketing : To gain insights into what’s happening with l read more

Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more

Hi all, What are the best practices for setting up external contacts such as vendors, engineers, etc? This would be at both the contact and company level.

I imported contacts from a spreadsheet, and they saved as all caps LASTNAME, FIRSTNAME assigned to "Firstname" status. I re-uploaded the spreadsheet to be correct with capitalization and columns in an attempt to update the already messed-up batch of read more

How do I reassign ownership for all contacts/companies/active deals to a new owner? Employee A has left the company and I need to assign all their contacts and companies to their replacement, Employee B. Looking for a way to replace all instead of h read more