Tips, Tricks & Best Practices

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 続きを読む

I'm looking for some help with a set of workflows I'm building to support a partner référrąӏ* process. We have a form that collects a referring partner's email address and various other fields related to the client they're referring, which are c 続きを読む

Hi all - hoping someone can assist as HubSpot support has had this for a couple of weeks and seemingly no luck. I have a company date property - Regulatory Judgement Date - which is updated manually. I also have a 'Next Expected Regulatory Judge 続きを読む

Hi everyone, I’m looking for best practices to keep HubSpot aware of employee availability — for example, when a HubSpot user is on vacation or sick, new inbound leads should automatically route to another owner. We use Personio as our HR s 続きを読む

Hi everyone, How can I track which contacts have been enrolled into a workflow? I want to track their lead status as it will be changed manually. However, I want only the lead statuses of those who have been enrolled into the particular workflow t 続きを読む

We had a client who had a unique ask. They needed a way to assigned serialized contract numbers for clients. What they needed: Contract numbers that increase by 1 for each new contract (ex: 001, 002, 003, etc). Support for contracts fo 続きを読む

doesn't anyone have a workflow template that recreates these lead pipeline stage automations? These toggles aren't available for new lead pipelines, so i need to create custom workflows to progress leads (for the new pipeline) to the next stage, jus 続きを読む

Hi HubSpot Community , I’m trying to build a workflow automation tied to Sequences, and I’m not sure if it’s possible with HubSpot’s current functionality. Here’s the use case: A Customer Success Manager sends a partner a specific sequence ( 続きを読む

Hi, I am trying to create a workflow that categorizes deals based on the activity logged in it. One of the criteria we want to use is if the deal has a task to follow-up with it. For this, I've been using the " next activity date " property as " 続きを読む

The caluculation property's Time between function measures the gap between two date/times, and the displayed value will be rounded to the closest whole number of the unit based on specific thresholds, as outlined in the knowledge base . I t 続きを読む

Sometimes you'd like to branch workflows or filter records based on time-related conditions - like whether it’s after business hours which day of the week / day within a month it is ️. To support this, I tested a custom-coded workflow act 続きを読む

HubSpot reports display timestamps based on the portal's timezone. However, you might want to display timestamps that align with each rep’s local time, if your portal account operates across multiple regions. To support this, I tested a cust 続きを読む