I am also curious to know if HubSpot allows us to produce a personalized certificate of completion for our customers upon the completion of a course or some other condition that we define? That is, can we produce a certificate template in HubSpo read more

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 read more

We want to leverage the Health Score feature in HubSpot to give our Customer Success team a quick and clear view of which accounts need attention. Currently, we use a third-party data tool to generate our health scores, which are then pushed into read more

Hello, I'm trying to add an AI Chatbot as shows in this video: https://www.youtube.com/watch?v=y12uwgcXDyE However, I can't see "AI Chatbot" under the Automation menu. Is it limited to paid plans? In the video, it seems as an option for the fre read more

Having a difficult time finding additional information on the "Last page seen" property (hs_analytics_last_url) coming in empty in a workflow we have. We'd like to use the URL of the origin webpage with an embedded form, but this field doesn't a read more

How do I solve this when the match needs to be on the company name only, and not using email domain? In my case, I have this unique situation where all my contacts are technically franchisees of the same corporate owner, but they must be managed read more

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 read more

Hi! We're a SaaS company with a 90-day onboarding process. Currently, we can’t see which companies are in the onboarding stage in HubSpot, which affects the accuracy of our reporting. To address this, we’re considering two options: 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

Allmy information has been migrated. I need to close /delete this account, HELP!

Hello, according to this article there is a option for a value equals branch by building a workflow: https://knowledge.hubspot.com/workflows/choose-your-workflow-actions   Unfortunately I do not see this option on my screen: Can a read more

Hi all, I have a use-case whereby I need to create an email, in draft, through the API and associate it with a ticket. An operator needs to be able to edit said email and send it once ready. Is this possible ? Thanks!