Hi there, I am trying to find away to update Sales Navigator account lists based on when a company becomes a client in HubSpot, or when a company enters our pipeline. Is this possible - has anyone done this before? I want to do this so that Beitrag ansehen

I need to create a property with a date, when my multilane property was last updated. When creating the property, output date picked as "date", and formula last_updated (property)., butvthe fosmula show an issue becouse my multiline property string. Beitrag ansehen

Hi community, I would like to create a custom contact view for one of my colleagues. Since we have multiple teams in the system, he wants a custom contact view that by default only shows contacts from Team A + B but allows him to include Team C + D Beitrag ansehen

Hey HubSpot Community, I want to automate the entire conversation before a lead is marked qualified, but I’m looking for a personalized AI chatbot experience—not a basic, direct workflow. Ideally, the chatbot should feel like a human interaction Beitrag ansehen

Hey HubSpot Community, I’ve currently calculated my company's CLV in Google Sheets, but I want all my calculations and insights centralized on the same platform. Since I'm using the free version of HubSpot right now, is there a way I can implement Beitrag ansehen

Is it possible to update the assignee of a task, every time the object associated is updated with a new owner? For example, Deal D is created and a Task T is assigned to Owner A, the deal owner is changed to Owner B, how can Task T be automaticall Beitrag ansehen

Hi everyone, I am Darshan Hiranandani, working on associating primary contact information with a company lead and I am running into a bit of a challenge. I have created a lead for a company and I want the primary contact details (name, phone number Beitrag ansehen

Question, I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? Beitrag ansehen

Hello Community, I have an urgent problem that I created a form. It should create a company and a connected customer. This works fine, until the moment, where someone (with specific information) hands in another form. Then, sometimes, it overwri Beitrag ansehen

Hello, I am wanting to target companies in our HubSpot that have attachments as that means they have more than likely progressed in conversations, is there a way to filter this?

What systems or processes do franchisor organizations utilize for registering contacts for training? Marketing event, registrations? Looking for best scalable systems that other large 100+ unit zors are utlizing. Prefer something inside of HS, bu Beitrag ansehen

Does anyone know how to navigate to this Postal Mail Overview page? I can't find it.