We are incorporating a new sales methodology into our sales strategy. With that, we are likely updating the sales stages we currently use. We'd like to keep using the same Sales pipeline while making these changes. Are there any considerations I sh read more

Hi community gang, I'd like get the deal data 'Entered Stage Date' as is available in the report builder, but I can't find the internal name. The goal is to see if I can extract the information from this 'property' by API calling, as it fr read more

Hello! I am trying to know if it is possible to create a LinkedIn post automatically about our new deal with a new customer, every time my company signs a new contract. New contract information is in Sales > deals thanks in advance

Hi, I've searched into the community but did'nt find any process to get this scenario. How can we update/synch new exchange rates for any open opportunities without changing the revenue (in local/company currency) set at the time of the clos read more

Hi all, Just added a chat flow to my website. trying to collect only Contact names and phone numbers (Without an email). I see when I don't collect email addresses it doesn't create a contact in my CRM. Is this solvable? am I missing something? read more

I find the Subscriber top Lifecycle Stage a bit of an oddball to deal with, because it almost seems to be like it should exist outside the funnel entirely. Obviously in a perfect world, someone moves from Subscriber to Lead to Customer, etc. But bec read more

Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info read more

I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more

We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more

Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi read more

when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?

I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?