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MDiaz705 on July 11, 2025
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
0 upvote
1 Reply
Hall of Famer | Partner
July 11, 2025 12:48
Hi @MDiaz705 , Happy to help here! A few considerations: HubSpot has built-in source and activity tracking. Some HR teams, depending on th...read more
DJames79 on July 11, 2025
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
Solved
EGrant9 on July 10, 2025
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Gold Partner
July 11, 2025 09:35
Hi @EGrant9 , Yes, this is possible but you’ll need Operations Hub Pro or Enterprise to do it, since it involves using custom code inside a workflo...read more
JRichman5 on July 10, 2025
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
0 upvote
4 Replies
Contributor
July 10, 2025 16:02
Hi @JRichman5 , As @ArisudanTiwari already mentioned the best approach, apart from this manual export and import is an option, which you can try ...read more
Solved
AMatthews79 on July 10, 2025
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.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 10, 2025 12:13
Hi @AMatthews79 , HubSpot has dedicated troubleshooting steps in this situation: https://knowledge.hubspot.com/chatflows/chat-widget-is-not-a...read more
Solved
COHagan8 on July 10, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 10, 2025 11:28
Hi @COHagan8 , The best workaround would probably be a workflow: Create a contact-based workflow: https://knowledge.hubspot.com/workflows...read more
Solved
MeganWilliams on July 09, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 09, 2025 15:27
Hi @MeganWilliams , HubSpot has a dedicated comparison page with a downloadable PDF: https://www.hubspot.com/comparisons/zoho-vs-hubspot ...read more
Solved
Efigiann on July 09, 2025
Hi all, My company is using Contacts as the main record for our users. Eg when a user registers in our platform becomes automatically a Contact in HubSpot. All of our sales teams work only with Contacts and Deals. We now want to leverage Companies read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 09, 2025 08:44
Hi @Efigiann , It sounds like this here may be a good solution for your situation: https://knowledge.hubspot.com/object-settings/automaticall...read more
JPalmer1 on July 08, 2025
IS there anywhere one can get actual help on this system please? I am drowning! I am currently having to export all pipelines every week and filter in Excel as Hubspot can't do a simple forecast. It's driving me mad!
0 upvote
2 Replies
Member
July 10, 2025 16:18
You can give Coefficient's excel add-in a try. Makes it a lot easier to work with the HubSpot data!
Solved
AJ_Kakrot on July 07, 2025
Hi, In our sales team each of the reps have week off on specific days. During their week off days I don't want the leads or deals getting assigned to them. So is there any turnaround logic that can be implemented through workflows that will each read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 07, 2025 14:31
Hi @AJ_Kakrot , The easiest option would be to create one workflow per weekday, then use the workflow settings to have that workflow only run ...read more
Solved
COHagan8 on July 07, 2025
Hi everyone! I'm trying to create a contact-based workflow that captures the first time a sales email is sent. I’ve already created a custom property called "First Sales Email Timestamp" , and set up a workflow that fills this property when an ou read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 07, 2025 12:02
Hi @COHagan8 , If you want to find contacts without any logged emails, there's an easier way: Create a list that filters for contacts asso...read more
Solved
prakashhinduja on July 07, 2025
Hello everyone, I am Prakash Hinduja from Geneva, Switzerland (Swiss) — consultant and advisor. I am interested in learning how to set up workflows to nurture leads automatically in HubSpot. Could you please share your best practices, tips, or ex read more
0 upvote
2 Replies
Accepted solution
Guide | Gold Partner
July 07, 2025 09:52
Hi @prakashhinduja , Setting up workflows in HubSpot to nurture leads automatically is a powerful way to engage prospects and guide them through ...read more
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