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OBetzalel on May 12, 2025
Hi everyone, We’re currently using Microsoft SharePoint to give our partners access to marketing materials. The content is divided into two types: Materials that are shared with all p read more
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2025 02:45
Hi @OBetzalel , This can probably achieved with custom development; the main question being at what cost. HubSpot does have features to set up...read more
SDay9 on May 09, 2025
I have created a freestanding form in Hubspot that is being used to trigger a deal. How do I auto populate the deal properties with the data from the form submission and the associated contact's properties?
0 upvote
2 Replies
Hall of Famer | Partner
May 10, 2025 00:53
Hi @SDay9 , Do you want to create a deal from the form submission or update an existing one? If you want to create a deal, this is fairl...read more
GLinkVàoNhàCá on May 09, 2025
Ga6789 Link vào nhà cái đá gà trực tuyến uy tín 2025 Trải nghiệm đá gà cựa dao, cựa sắt đỉnh cao, tỷ lệ cược hấp dẫn, bảo mật tuyệt đối Thông tin chi tiết: Website: https://ga6789.science/ Địa chỉ: 162 Tô Ngọc Vân, Khu Phố 5, Quận 12, Hồ Chí Minh read more
0 upvote
0 Reply
Solved
WPA-Tan on May 08, 2025
I couldn't find this question asked before and I'm new to HubSpot--I'm hoping anyone might be able to point me in the right direction. I think I'd like to use a conditional Deal tag to solve an issue but I'm not sure if it's the best solution. read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 08, 2025 23:51
Hi @WPA-Tan , You should be able to access company property, including company type, via this dropdown when setting up deal tags: ...read more
Solved
TChappell5 on May 07, 2025
We have a custom object called "Campus" which is associated with Companies. I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at. I d read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 07, 2025 14:12
Hi @TChappell5 , As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company proper...read more
CRoss9 on May 06, 2025
What are best practices for logging & associating sales to products/line items on a daily basis (sometimes hundreds of sales)? We get daily sales reports broken down by customer provided thru a 3rd party service that does not offer API capabilit read more
0 upvote
4 Replies
Community Manager
May 09, 2025 16:41
Hey, @CRoss9 👋 Of course I'm biased towards Operations Hub which unlocks a lot of power natively in HubSpot. And the setup and tools recommend...read more
Solved
ABlasky on May 06, 2025
I am working on writing a custom deal property that calculates the expected annual amount based on the close date. The ultimate goal is to include the custom deal property on our pipeline reporting to show us the total annual amount (an existing Hub read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 07, 2025 00:17
Hi @ABlasky , A formula could look like this: Formula for copying: [properties.amount]*((12-month([properties.closedate])+1)...read more
jasongless on May 06, 2025
While attempting to import historical deals with associated line items I discovered there isn't a valid Knowledge Base to accomplish this. I did attempt the method described in Sample import files , but it didn't work. With the help of HubSpot Supp read more
Participant
May 07, 2025 15:18
Very helpful, thank you @jasongless !
Solved
Suheb on May 06, 2025
What are the best technical methods and practices to ensure seamless data exchange and communication between a CRM system and other business tools, so that operations stay synchronized and efficient?
0 upvote
2 Replies
Accepted solution
Contributor
May 06, 2025 04:05
There are multiple ways to make HubSpot exchange data with third-party tools, such as: The native HubSpot apps if there is an existing integratio...read more
Solved
AdamBecker98 on May 05, 2025
Hey everyone, Looking for input on whether this project is worth tackling now or revisiting later: Cleaning up and organizing our Contact to Company Associations. Situation: We have a separate CRM that pushes company data to HubSpot vi read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 05, 2025 15:50
Hi @AdamBecker98 , Happy to help here. Generally, I would say that - if you don't have a use case and you don't see any on the horizon - you c...read more
Solved
TomFeary70 on May 05, 2025
Hi. I'm training an SDR through MS Teams, screen sharing the HubSpot UI. When making calls to prospects, the person I'm sharing with can only hear me and not the prospect's audio on the call. I'm on a Mac and using Chrome as my browser. I'm using read more
0 upvote
2 Replies
Accepted solution
Contributor
May 05, 2025 14:28
Hi @TomFeary70 1) Teams is only sending your microphone audio; the prospect’s voice lives in Chrome’s output stream, and on macOS Teams won’t c...read more
Solved
Suheb on May 05, 2025
It's Asking About: Creating custom objects (e.g., subscriptions, projects, assets) beyond HubSpot's default ones (contacts, companies, deals). Structuring relationships between those objects and standard ones (e.g., linking a "Project" obj read more
1 upvote
2 Replies
Accepted solution
Recognized Expert | Gold Partner
May 05, 2025 08:17
Hi @Suheb I wanted to clarify the approach to creating a custom object. We only create them when standard objects (Contacts, Companies, Dea...read more
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