Hello I’m looking to use the Lead object in the Sales Workspace to help our sales team qualify inbound leads. However, I’ve run into an issue — when a Lead is associated with an Account, the Contact isn’t automatically associated as well. Is read more

Hello everyone, Im looking for advice on SDR/AE handoffs in HubSpot where both roles prospect and book demos (SDR books for AE, but AEs also run their own outbound). I’d love to see how you model ownership, stages, and handover. SDR: We comp read more

Hello, I've enabled the option to associate multiple domains with a single company in HubSpot. For example, for a company like Decathlon, we’ve added the following domains: decathlon.fr decathlon.de decathlon.es I’d like to prevent us read more

Hi I'm trying to enforce a validation rule where sales users cannot change the Lead Status from 'Potential' to 'Interested' unless the associated Company VAT Number is filled in. This is critical for us to ensure proper data quality and avoi read more