I'm looking for a way to import around 6000 customers each has at least 1 attachment (some as many as 30) these are job packs relevant to each company and we 100% need to keep them. Is there a way to do this as part of the initial upload of data or read more

Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse read more

Hello everyone, I'm reaching out to this knowledgeable community for advice on setting up a renewal funnel within HubSpot, tailored to our specific needs involving support contracts. Our business model includes deals that come with support contr read more

We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H read more

Hello my name is Sanjeev Mansotra. Facing query - How can I effectively leverage HubSpot's advanced marketing automation features, such as workflows and lead scoring, to create a dynamic and personalized customer journey that optimizes lead nurturi read more

Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these read more

Hey guys, I tried to import tickets in bulk via an Excel sheet and I need to associate multiple contacts with that ticket. It works perfectly fine with 1 contact. I researched a bit and found out I just need to put a semicolon + 1 space bar betw read more

Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more

In workflows or reporting, it can be useful to compare activities based on today’s date or understanding data in the context of today’s date . As this isn’t a default property provided by HubSpot, we can easily set this up by: Creating a read more

Hello, We need to present to our SALES REPs a view of their customers (=contacts), with the deals amounts PER MONTH. In order for them to work directly from a Contact View. We have Hubspot Service + Sales PRO, How can we calculate REVENUE (from read more

I have a client that will be moving over to HubSpot from Klaviyo. Everything I have found only talks about going from HubSpot to Klaviyo. Has anyone ever migrated their emails, contacts, forms, flows, etc in Klaviyo to HubSpot? It won't be too read more

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