Tips, Tricks & Best Practices

Hi All, I'm working with a customer, I'm writing a PRD for a project to migrate the the customer from an existing custome CRM platform to HubSpot. One of the things that I need to solve it recurring billing,. This will be done outside of HS, do Leer más

Hello HubSpot Community, I am managing a website for the Letter Boxed solution game (NYT) and I want to track user engagement and interactions more effectively. Here’s what I am trying to do: Monitor which game pages or tips users interac Leer más

I want to create table which reflects number of deals that moved dealstages along with the initial & final stage and also wish to filter it by date. What would be correct workflow?

I just joined a company and have been reviewing contacts and companies with a co-worker. I have followed some of them to keep track of any future activity. How can I create a list of these records so I can go back to them at any time and review? I a Leer más

Hello All, I'm working with a client and I'm trying to improve their potetnial cusrtomers experice. Here is the user's flow: Lead submits a (HS) form that is embedded in the customer's website under his domain. Once the lead submits the form, he Leer más

Our team is in Aviation and we are looking to do post-flight surveys to ID if there were any issues with each trip. The survey would ask about different elements of the flight and customer experience, such as if the WiFI was working, if there was a Leer más

I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties. Property A (Initial Input Date) Property B (Rolling Input Date) Where Leer más

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 Leer más

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each Leer más

Hi everyone, I'm looking for a simple way to have our salesreps submit a weekly deal summary so we get an overview on what's been happening in the previous week. We're already using target accounts & tiers so these will be the foundation for Leer más

Is it possible to bulk enrich multiple Companies but only update one property called "Industry" via workflow, or is there any other option to do that? I really don't want to update street names or, in general, addresses, but I cannot find a way to e Leer más

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.