Hi, I am a bit confused about setting up enrolment triggers in my workflow. My goal is to build a workflow where you can enter another stage only if you complete a task from a previous one. The issue is that, I do not pick up Manual triger while read more

how to fill workflow, list properties. I created a drop down property called status with options delete,hospitality,seniro living,multi family. I want to fill the properties value manually. Is that possible

Hi folks, I'm working on a task at my company where I need to create SLA rules and reports for orders in HubSpot, we're currently on the Professional subscription. Here's the setup: Each Sales Order (SO) has line items SLA is: Orders read more

Hi everyone, I made some changes to our deal stages and would like to remove two of them without actually deleting them to retain historic data. Is there any way to archive a deal stage or to remove it from the deal stage dropdowns without delet read more

I was wondering if it is possible to directly add association labels in bulk as well? As in, I'd like to associate around a dozen of my contacts with the same four companies using the same association label for each of those associations. Is tha read more

Does anyone have any experience creating a Marketing Request Form in HubSpot? We want to have a form for internal team members outside of Marketing to request collateral, giveaways, permission/funding to attend events, etc. Ideally we would rat read more

Hi all, A tricky one to solve. Before we started using HubSpot are database of clients and non-clients was based on a top down approach, for example, where an international corp was at the top of the tree, it may have 10 regional companies, some read more

Hello community. A quick synopsis of what we're trying to do and the challenges we're running into. Our business sells to large enterprises, often with multiple business units and geographies. Additionally, we often sell through third parties which read more

I just set up my account for our corporate hubspot and set up a sample pipeline to poke around. it applied that pipeline to all of our deals. how do i undo that in bulk. We have hundreds of deals in there and I dont want to go through all of the ind read more

Can anyone assist, my live chat is not appearing on our website campus.thedelta.io but we have set up everything correclty and I can see the scripts are loading.

When I bulk create leads from contacts (e.g. select 10 contacts → "Create lead"), I'm forced to enter a lead name. But obviously, I don’t want all 10 leads to have the same name. Ideally, the lead name should be the contact’s name. Is there a way t read more

I have a client who wants to replace HubSpot with Zoho and I honestly think it's a bad idea. If anything, they should likely use both. Does anyone know of any good comparison charts or resources to help them make a more informed decision? Their read more