Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more

Hi HubSpot Community, Looking for some support to automatically assign a 4 digit customer number/code to a COMPANY record when a deal is closed won. We cannot use the HubSpot company record ID, as we also have a format (structure) being N+1 for read more

Hi HubSpot Community, Looking for some support to automatically assign a 4 digit customer number/code to a COMPANY record when a deal is closed won. We cannot use the HubSpot company record ID, as we also have a format (structure) being N+1 for read more

Hi guys, I'm looking for the best way to add Customer/Account ID's to HubSpot. They would be a series of six randomly generated alpha and numeric values. My end goal is to push these into QuickBooks as well. Example: A0FD76 Is there a way I read more

Hi HubSpot Community, I have recently moved to a new company that uses HubSpot as their CRM. They have tradionally built their new sales pipeline from inbound website requests and have decided that those inbound requests should automatically cre read more