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
Hey, @squigglebit 👋 Great question. I don't have a magic workaround for you in this case. We'll leave this open in case any of our community m...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 @JeniferL ,
No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, eac...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 currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more
*Note from the moderator: This content appears to be created with the help of AI tools and might be of low relevance or could contain incorrect ...read more
Zuper has been recognized as a 2025 HubSpot Essential App, for the second year in a row! Zuper made the list for Customer Service , and we couldn’t be prouder. It validates what we, and our customers, have known for a while: when f read more
Hi everyone,
I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level .
Specifically:
I have a custom contact pro read more
Hey @LBrodersen when you say the options are currently selected for that contact, do you mean already selected on the contact associated in the CRM...read more
Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener read more
Hi there, if HubSpot is the origin of your leads - I would recommend making the sync run from Hubspot ---> Connectwise. For #2: If your forms ...read more
I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are put read more
Hi Josh, We are using the Appointments tool to build reports for our salespeople's weekly activities. They set appointments for account visits th...read more
TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more
Hi @Adam_W ,
Of course you're absolutely right with regards to the changes - there's no magic happening in the background that does it all for...read more
If you want uncalculated fields or empty properties used in a calculation to automatically become zero (instead of manually entering zero for each one) you can create a workflow. Go to "Workflows" under the "Automations" tab on the left side ba read more
Hi @KBartkus ,
Huge thanks for sharing this workflow tip! This is a real time-saver for anyone looking to optimize their data hygiene within...read more
where is the best place to find free training vidoes on hubspot for a beginner? I am about to luanch my new buysiness and need to set up Hubspot with my website, FB, X and LinkedIn but cant find training to do it? any help woudl be greatly read more
Hi @JFielder8 ,
The best place would be the HubSpot academy, and for marketing basics this certification: https://academy.hubspot.com/courses...read more