Hi y'all, One of my clients is looking to use custom-designed quotes in HubSpot so they can maintain their existing look and feel. Their previous quotes were almost brochure-like and included accessories as well as up- and cross-sell suggestions. read more

Hi everyone, A customer needs to bulk disassociate contacts from a company that is currently set as their primary associated company. The company has gone bankrupt, but we want to keep both the contact and company records intact, only remove the read more

Hi y'all, It appears that some contacts in my client’s CRM were automatically updated by the Breeze Data Enrichment feature. Unfortunately, several properties have been populated with incorrect values, such as first and last name, city, and coun read more

Hi all, We’re trying to create a scheduled workflow in HubSpot using Operations Hub Pro that checks if a minimum number of marketing emails have been sent for three specific automated campaigns. If one or more fall below the threshold, we want read more