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 read more
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. read more
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 read more
Hi Josh, Thanks for your reply! No, i might not have clarified it enough. We already have costume properties to categorise contacts, what i want i...read more
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 read more
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 read more
@lishba - On your free subscription you can add the 'Customer spend trends' card to your contact and/or company records. More info here. With a...read more
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 read more
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 read more
Hi @darshanhira24 ,
Is the contact also associated to the lead or just the company? If the contact is not associated to the lead, then a sync ...read more
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? read more
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 read more
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 read more
Hey @KWyatt6 , happy Tuesday!
I would recommend our tools like workflows , forms, and marketing events to register contacts and track parti...read more