Hi all, I’m building a workflow where ChatGPT identifies whether a company is a parent or a child . That part works. Now I want to auto-associate them — and I’m stuck. Domain matching doesn’t work (parent & subsidiaries often share ...
Any one know how to make a pipeline coverage report? it requires access to the deals and goals data sources. The Forecast page shows the coverage value so it's calculating it but I want to put that number in a report. The Single Object report can...
I’m currently studying Content Marketing at HubSpot Academy. I understand that the best blog posts follow a clear structure that guides the reader through their journey and helps them make decisions with confidence. Could you share a si...
Hi everyone, I’ve been spending some time working inside HubSpot CRM recently and one thing I keep thinking about is how different teams structure their CRM as the business grows . Some questions I’ve been reflecting on: At what point do you r...
Description: We want to set up a workflow in HubSpot that automatically links a contact and company to the logged ticket based on a logged email or activity—such as meeting notes, calls, or chats. This would ensure that tickets always have the rig...
i feel like i’m doing email the hard way and i’m hoping y’all can sanity-check me. We do all the normal behavior-based stuff (product page visits, ebook downloads, form fills, etc.) and that part is fine because it’s set-it-and-forget-it...
Hello HubSpot Community, I’ve been experimenting with different types of content to improve on-site engagement, and I’ve noticed something interesting that I wanted to share and get feedback on. Interactive content especially simple puzzle or word...
Hi, I am on a mission to find the best solution for our sales (and revops) team for centralizing all communication with propects. 2 years ago I submitted idea 1106638 about the same topic. I have to admit it's even shocking there isn't more noise...
Hello dear HubSpot Community, We are an incubator for pharma that acts by projects that constantly needs new candidates and project proposals. Currently, we are managing three distinct target groups: Target Group n.1 (Candidates) : We use an...
Hi all, I’m leading a HubSpot migration from an in-house CRM to HubSpot (Professional) for a payment company (B2C + B2B). Historically, HubSpot was used inconsistently: - One-off data imports via API - No lifecycle automation -...
Hi all, I’m leading a HubSpot migration from an in-house CRM to HubSpot (Professional) for a payment company (B2C + B2B). Historically, HubSpot was used inconsistently: - One-off data imports via API - No lifecycle automation -...