Hi all, For our health scoring in HubSpot we would like to have three types of properties: - Meeting with champion in last 30 days - Meeting with decision maker in last 30 days - Amount of meetings in last 30 days Would this be possible Leer más

Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For Leer más

Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke Leer más

Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre Leer más

I am struggling to figure out how to create a report that shows the following: - Last Activity Date Per Company - I would like this in a report to add to a Customer Engagement KPI Dashboard. Any recommendations or directions?

Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working wel Leer más

Hello! I'm building out a series of Slack alerts around changes in deals. I built one for when the Amount changes, but would like to include the previous Amount value. I'm thinking about how I could save this value in a "history" field OR use Leer más

Hello, I am wanting to create a report that would show me the total number of companies at each stage of lifespan - i.e. a chart that has <1 year, 1 year, 2 years and so on. I have a lifespan field which is calculated by a start date field an Leer más

Hi there, we are creating right now a deal for a replacement, then we are asking the customer where to ship the replacement. We then fill in the address details by hand in the deal... This feels super wrong.... I would appreciate if I could ins Leer más

Wie bekomme ich einen E-Mail Adressen Export aus Brevo in eine aktive Liste in Hubspot? Beim Import wird mir nur statische Liste vorgeschlagen.

Wir möchten folgendes Umsetzen: 1. Es gibt ein Hubspot Formular (Vorname, Nachname, E-Mail, Haken für DOI) 2. Nach Eintrag soll eine E-Mail (Double Opt-In) an den Empfänger gehen 3. Der Empfänger klickt auf den Link in der Mail und wird in ei Leer más

Hi Our company are just in the process of adding the Sales and Marketing package to our Service Hub package. But I wanted to get a bit of a head start on looking at the automations, but I have only briefly seen the Sales Hub sections. Leer más