We are rebuilding our existing QuickBase CRM flow into HubSpot. The goal is to replicate a structured object model: Distributor → Lead → Quote → Order , using custom objects. Our production portal is currently on Sales Hub Professional (26 seats) read more
Hi everyone, I have a custom object called Quote , which is associated with Deals (standard object). By default, all associated deals show up on the quote record view. I want to only show associated deals when the quote's Probability of Cl read more
Hi Community, We needed to generate sequential numbers for records, which HubSpot doesn't support by default. We created a workflow with a custom code action to generate and assign the number. We first used a private app for API access i read more
We are rebuilding our existing QuickBase CRM flow into HubSpot. The goal is to replicate a structured object model: Distributor → Lead → Quote → Order , using custom objects. Our production portal is currently on Sales Hub Professional (26 seats) read more
Hi everyone, I have a custom object called Quote , which is associated with Deals (standard object). By default, all associated deals show up on the quote record view. I want to only show associated deals when the quote's Probability of Cl read more
Hi Community, We needed to generate sequential numbers for records, which HubSpot doesn't support by default. We created a workflow with a custom code action to generate and assign the number. We first used a private app for API access i read more
Hi Community, We have a business requirement concerning a custom object named Quote , which contains a field titled Probability of Closing . The visibility of the Add Deals button should be controlled based on the value of this field as foll read more
i created one field in custom object as A, i used the same field using Property sync in standard object B , now i'm trying to use the same field from B inside a custom ojbect field of an other standard object C if i try to do so i'm getting error w read more