We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email read more

Hello all. I am very new to HubSpot and the community and have been flying by the seat of my pants lately. I am currently trying to put together a report (pivot table) that houses multiple objects. Individually, the objects each have their own owner read more

Hi all, I'm trying to create a field that shows which quarter a deal will close in, and struggling to see if it's possible in the calculations fields within deal properties. I want to show Close Date = 27-Jul-25 Quarter Close = 2025-Q3 read more

We provide enterprise SaaS systems to banks and lenders which can have some complexity on the product, pricing and timing of pricing... would really appreaciate if anyone has any guidance or examples of a similar setup we can use. We have a core sy read more

Good day, does HubSpot allow you to block private email addresses from being entered in place of a work email address (e.g. email addresses from popular domains: gmail, yahoo, outlook, etc.)? Is it possible to create such a rule? I tried using R read more

Under a contact's activity feed, I get a lot of emails and activities that does not belong to that contact or associated deals. I tried to manually removed them, refresh, but nothing changes. Besides the fact that this same situation is in several read more

For an external integration, I am getting the values in Multiple Checkboxes field. I want to save these values in another field with field type - rich text field. How can I achieve this

How can I create a workflow that notifies a contact owner if their contact opened an email more that once?

Can anyone tell me what makes some properties unavailable in the Additional Condition filter of a rollup property? I created a calculation field on the deal record to indicate if it is an active deal or not, and it returns true/false. I'm trying to read more

how to fix this? once i created a followup meeting in hubspot it will not enroll because it says event meeting booked occured but the meeting is after 2 days.

Description: We want to set up a workflow in HubSpot that automatically links a contact and company to the logged ticket based on a logged email or activity—such as meeting notes, calls, or chats. This would ensure that tickets always have the rig read more

How can I lock the ascending order of a column in a view? When I open the Contact and then close it back to the view, the order has changed and I have to find where I was in my list