I travel a lot, and where possible try to take an ipad with keyboard rather than a more cumbersome laptop. However there is no way to access HubSpot in full on a tablet, the force desktop is always overriden and you get some poor hybrid of the app read more

Is there a way to set up automation to send an email to multiple users within an account? For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Con read more

Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like read more

I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions read more

In HubSpot, how do you ensure CSMs can effectively pass upgrade opportunities to Sales, and that Sales can alert CSMs about potential renewal issues or upsell opportunities? Looking for examples of workflows or processes that facilitate this communi read more

Hello, We only want Closed or Archived tickets to open if an email arrives with the same Subject Line as the initial Ticket. Right now, if the same person (from a past ticket) emails, the old Ticket is reopened and the new email is associated wi read more

Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written c read more

Hello everyone, Has anyone else encountered the same issue, where multiple duplicate tasks are being created at the same time? If so, I’d appreciate any insights or solutions you’ve found. Could someone advise me on h read more

Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hour read more

Hello, My client wants to extract attachments from Files tool in HubSpot but unfortunately only Super Admins can extract them as Zip file. Is there any way, client can extract those files without reaching out Super Admins everytime or without u read more

I am importing a CSV file and creating a list from the import. Can I make this list active, not static from the import? Or do I need to import the list as static and then create a new Active list from the Statlist list imported?

I tried using the 'Stopwatch' integration to help me understand my team's utilization rates, but after paying for it, it didn't go into the live environment, and I received 0 customer service, so I abandoned that approach. How many people are tr read more