Hi, I want to create a custom button within hubspot which can connect to my contract management tool (web page) where we can initiate the workflows. So when we click on the button lets say "create a task", It should call the workflow from my s read more

Hello HubSpot Community, I'm reaching out to gather insights or potential solutions for a challenge we're facing related to deal merges in HubSpot. The Challenge : In our CRM operations, we often merge duplicate deals. While the primary dea read more

Is there a way to see how many deals were merged in a particular month? We are working on a report to track all our deals each month and would like to know how many of those deals were merged. Thanks for any help you can provide.

Every time when a new contact come from zapier, their marketing status is set to be "Non-marketing contacts". Is there a way to change that marketing contact status using zapier? I tried to retrieve the data about that field but there is no optio read more

I'd like to be able to remove specific users from the Deal Owner dropdown list on the Deals Dashboard. There are some users on my team who don't use the deals feature at all and having their names on the deal owners list makes filtering more difficu read more