Hello, Is there any way to automatically update a list based on a form submission. I have a form that gets sent out each quarter to a certain contact in a company. In the form, there is an option to request the next form be sent out to a differe read more

Hello, I am wondering if there is any way to better visualize my form results? I have a form that has over 100 submissions but the current analytics are not very easy to digest. I want to be able to mimic the Google Form spreadsheet where each r read more

Hi, I was wondering if anyone had any tips or tricks for when creating a quote with a BOM that the quote only shows the sum of that BOM not every line? E.g. I have 1 x display, 1 x aerial, 1 x power block, 1 x remote. I can list all items bu read more

Is there a way to save the configuration? I mean, if I switch to a different plan, make some adjustments, and then roll back to the previous one, can I save those settings in case I decide to upgrade again later, so I don't have to set everything u read more

I'd like to find a way to stop clients from incorrectly leaving the default year (2024) when completing a form with their DOB. We use a date picker property. I could have a certain range of years only but I fear they would still leave whatever defau read more

Hi everyone, I hope you're all doing well! I’m reaching out to get some insights from those who have experience with Salesforce-HubSpot integrations, specifically around syncing companies between the two platforms. For contacts, it’s relativel read more

Hi, I am hoping to create a form that my Area Managers (x3) can fill out whilst on a customer site that will automatically be saved to the customer record (with the option to share the form with the customer). To give this some context, the read more

Hello, So I'm new to Hubspot and have been experimenting with importing data from Excel. As we know, if you create a Note normally and include @johndoe then John Doe will get a notification about the new Note. Is there a way to do this with read more

Hi All, We use deals to represent potential vendors. We want to share the vendor information to the contact. We have multiple deals associated to a contact that look something like this: Contact -- Deal 1 = Vendor A, Deal 2 = Vend read more

Hello HubSpot Community, I'm trying to view the calendar or activities assigned to a colleague in HubSpot. In Pipedrive, I could easily see all the activities assigned to different team members. However, I'm having trouble finding a similar feature read more

Hi Community! Our sales team has been using the prospecting tool, but they are finding it quite challenging and somewhat cluttered. Our main goal with the prospecting tool is twofold: For Marketing : To gain insights into what’s happening with l read more

Hi All, I've seen the various posts about time tracking integrations but we're specifically looking for one that integrates with Hubspots Customer Objects as that's where our Service Requests live. Does anyone have any suggestions of an easy read more