Hola everyone. Just dropping a quick note to introduce myself. I’m Kourtney Coleman a Mental Health Life Coach and Hypnotherapist. I am the bridge of support for clients diagnosed with mental health challenges in between provider visits. I ​help th Leer más

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri Leer más

Hi! I am a former employee of a company that uses HubSpot for their website. It is now two months since I left the company and they will not / cannot remove my details from their website. Please help, this is affecting my job search! HubSpot Leer más

I have a custom user property "Open ticket count" in which I want to calculate number of tickets a particular user have. Now I want to know if there is anyway to create a ticket workflow in order to update that "Open Ticket COunt" custom user proper Leer más

What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"

I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic Leer más

When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"

Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, Leer más

Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t Leer más

Hi, community! I’m in the middle of analyzing our contact database and could use some help figuring out what to do with hard and soft bounces. • Hard bounces: I’m thinking these probably need to be deleted since they’re invalid, but I’d lov Leer más

Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma Leer más