Hello, We are a consulting firm and I am trying to figure out the best way to utilize products for our service offerings. I'll do my best to describe the nuances of our business/pricing model and hopefully convey my point accurately. We ha read more

I have two main types of contacts: one are "normal" clients, and the other are freelancers we work with. They are differentiated using a custom property with two values. ("Type Contact" can be "Expert" or "Client") I'm starting to introduce the new read more

When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followe read more

Looking to use Hubspot for tracking sales opportunities for a small behavioral healthcare company. Once a lead is qualified, they are established in our Electronic Health Records system [which is fully HIPPA compliant]. Prior to entry into our EHR read more

Hi There, I want to know if on a Starter package if there is a way to create an association between the Industry of the Company and the Industry of the Contact? In our business, we try to make this field required for all sales but it is not read more

Hi everyone, I'm creating new users and granting them permissions in the system. 1. I want to hide some of the navigation tabs, for the reason that an SDR doesn't need to need to take actions in the functionality inside the Marketing tab for exa read more

Hi.. Wie würdet ihr das lösen? Wir haben Leads (und nur deren E-Mail Adresse). 2 Werktage nach Erhalt dieser Leads möchten wir den Leads eine E-Mail senden, mit der Möglichkeit (Link) einen Termin zu vereinbaren. Der Link würde normalerweis read more

The problem stems from the fact that, despite correctly embedding the HubSpot form code on various pages of my website, the form submissions aren't consistently syncing with my HubSpot account. This inconsistency is creating data gaps and affecting read more

Hi Community! I am hoping someone can provide some advise on best practice for following use case: We have run a conference for 3 years in a row and do not currently have a CRM - I want to be able to track the attendees that have attended for eac read more

Hi everyone, I want to make sure that I'm doing this right. I want to create a workflow, that once I create a contact under a primary company with Company Status = "Active Customer" OR if I create a contact and later on I associate it to a primary read more

Under an individual contact, you can see information like company, phone number, email, etc in the main section, but it is not pulling over to the About this Contact section on the left. Is this a mapping issues? The information came over from Zoom read more

Hi! I've been scouring the topics here and the rest of the internet but couldn't find an answer; hope some of you good people can help. I'm wondering what's the best way to send automated marketing emails without authenticating the sending domai read more