Top Community Conversations

Check out this round up of popular discussions from around the Community.

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbo ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who ...read more
    • Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willi ...read more
    • I'm trying to create a lead score for different marekting activities that is also time restricted. Example: Webinar Score is based on number of webinar registrations in the last 6 months. i.e. 1 = 1 webinar registered, 2 = 2 webinar registered, et ...read more
    • I'm wondering what report to run to find commonalities among our historic closed/won deals so I can improve our nascent lead scoring matrix? ...read more
    • Hi everyone! In short, I can't track email revenue in our Enterprise account due to separate software for our website and sales team. A colleague uses Google Sheets to match Google Analytics revenue with HubSpot IDs. Is there a way to in ...read more
    • I'm in the process of setting up my first marketing campaign in HubSpot. Can anyone share their best practices or tips for effectively Creating and managing campaign performance? ...read more
    • I made a workflow where I send out a weekly email to all my B2B clients. Based on their behaviour in this email (clicked on a link), I have made a branch to send an internal email or not. Now I'm not sure if the branch will activate based on their ...read more
    • Is there a way to link the comments from the inbox conversation to the associated service ticket notes? Leaving an internal note or comment in one currently does not add a note or comment in the other. ...read more
    • Hi all, We use Hubspot for our Customer Experience team. We would like to have an automated email to be sent to the customer a day after we close the ticket and/or conversation, which is a numeric 1 - 10 "how happy are you with the result of your ...read more
    • Hello, I would like to know if there is a way to track the First contact resolution rate. I work in customer service and it would be usefull to know how many tickets did we closed by responding only one time to the client. Thank you verry much in ...read more
    • I have multiple emails linked to a team inbox, and because of this, my team keeps selecting the incorrect sender address, when sending an email. So the email will be coming from Brand A, when I want it to come from Brand B. I've tried to drill the ...read more
    • Hello all, Looking for a way to update a tickets owner to the "Created by User ID" based on the status of the pipeline. E.g. When a ticket progresses to a specific step I want the owner to revert back to the person who created the ticket (will be ...read more
    • Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( ...read more
    • Does anyone have custom code already created for automatic sequential numbering for deals I could use? I'd like to add this code to a workflow via Operations Hub to auto-assign a job number to every newly created deal for accounting purposes. Thank ...read more
    • Any HubSpot clients here who have integrated data from Definitive Healthcare for contacts and companies? ...read more
    • I am creating a workflow that needs people to enroll everytime they visit a specific page on our website. So if they visit the page today they will enroll and they visit the same page again tomorrow they will enroll again Is this possible? I ...read more
    • Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team? ...read more
    • Hello all, Just found a solution for doing a basic validation on fields before submit on a hubspot form. Conditions: Raw html form Include jquery Code <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"& ...read more
    • Hi, Part of our business is selling services. I'd like to create a new Deal Property that gets its value from a calculation. In two deal properties we set 'Start Date' and 'End Date' . This allows for a quick (and correct) return for 'Proje ...read more
    • Hey, HubSpot Developers! There are plenty of questions about the upcoming sunset and how to migrate your apps using API keys to use Private Apps. Luckily, our amazing team put together this guide, Migrate an API key integration to a private a ...read more
    • I wanted to get some opinions on which direction to go based on a custom project scenario we have. First, a little background... Phase 1 - Created a dashboard webpage that is set to "private - registration required" and displays data from a ...read more
    • tl;dr -- Submit this form to add suggestions for additional how-to content Happy New Year, everyone! I am sure you all are easily sticking to your resolutions 😜 We have this fellow named @AJLaPorte from the HubSpot Developer A ...read more

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Meet the Champion of the month: March 2024
Hello Community! I am thrilled to announce our Champion of the Month for March 2024 is: Dan Currin 🎉 @Dan1 Let's give Dan a big round of applause for his incredible contributions as our Community Champion of the Month! 👏 👏 👏 What makes Dan our Community Champion of the Month? Dan has been an invaluable reso...

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