HubSpot Community

best practice for lists and email communcations
- Hi, Inside our CRM, Each of our contacts is tagged as members (who receive all email communications), non-members (who receive select communications) and others. These others vary, but many should not receive mass eDMs. What's the best practice for ...read more
Notify user on the basis of Zip Code
- Hi @All I've created a workflow where I have assigned zip codes ranging from 1 to 40,000. I want to notify 70 sales reps by sending them internal notifications based on the submitted form and the selected zip code corresponding to each sales rep. ...read more
Seeing the historical fill rate of a property
- Hi, I'm looking to see the fill rate over time of a property. In other words, what percent was filled in last week vs. last month vs. last year etc. Is there a way to find this information on Hubspot? I can only see downloading property hist ...read more
Playbooks & reporting
- So I am trying to organize my companies customers. We work with our customers from forward facing all the way up to C-level. I am wondering if there is a way to organize the customers by Company>District>Store#XXX. And to add another level, or ...read more
Status of a contact with respect to a given campaign
- Hi everyone, We started using Hubspot as our CRM and we can manage our leads and contacts on a day-to-day basis quite well. However, we are wondering about a use case we encounter because we sometimes run some kind of sales campaign with variou ...read more

Weekly webinar registration - 1 form or multiple forms
- Hi! We host weekly Zoom webinars and are looking at switching to HubSpot forms to capture registration. This gives us the ability to capture more info on the registrant. Are we best off creating a new form for each webinar or creating 3 forms ...read more
Create a list based on marketing email clicks
- Hello! Is it possible to create a list when someone clicks on a specific link in a marketing email? (marketing hub starter) Using the links to track what people are interested in to better reach out to them ...read more
Triggering a Workflow via a form w/ Deal Properties
- Hi everyone, I am currently trying to trigger a workflow based on deal properties (not a deal itself). Currently, the form is housed on FormCrafts.com due to its customizability and it allows you to create/update deal properties in HubSpot. Is i ...read more
Best Tips for Email Marketing/Opt-In and Opt-Out?
- Hello! I have a few questions surrounding best practices and tips for Email Marketing, specifically for Opt-in and Opt-out procedures and the like! My org uses Salesforce as a way to keep our client data, but we use Hubspot and integrate the ...read more
Content Remix Example Library
- HubSpot is more powerful, connected, and customizable than ever before. We’re evolving CMS Hub to Content Hub meaning we are empowering marketers with content tools that go beyond the CMS tools you know and love. Content Hub is a one-stop-sho ...read more

Send CES email after a contact has 10 closed tickets
- Hello! I am wanting to find a way to send a CES email after a contact has 10 tickets close. So for example, they would have tickets 1-10 all closed and then they woudl receive a survey. They wouldn't receive another survey until the 20th ticket was ...read more
Way to calculate volume of tickets
- Hi all! I am looking for a way to calculate volume of tickets as a workflow trigger. I want to trigger a workflow to send an email to everyone submitting a ticket if the volume reaches a certain amount within a certain period of time. This should ho ...read more
Primary Category Pages in New Knowledge Base
- Hey everyone! I am working on getting all of our knowledge base articles moved over to the new knowledge base, but I'm having an issue when you try to access the page for the primary/main category of articles that has every single article listed ...read more
Seeing only active contacts in tickets
- Hi, Is there a way to view only active contacts for the ticket company when creating a ticket / editing a ticket? Currently I get every single CRM contact to choose from when I want to add a contact into a ticket. As you can imagine, bit painfu ...read more
Need Advice on Building an Effective Onboarding Pipeline in ServiceHub
- Hi everyone, I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create ...read more

How do you manage Outbound channels in your organisation?
- Hi all, My organisation is setting up an integration with Instantly.ai. The idea is for our Sales team to perform outreach on Instantly and only push contacts over to HubSpot when they meet a set list of criteira (still deciding on what that mi ...read more
[Beta] Looking for testers: control what data sync matches on
- 👋🏻 Frans here, product manager for Data Sync at HubSpot. We've built a feature, now available in closed beta , to help you customize how records match in a sync, or turn it off all together. We'd love to talk to some of yo ...read more
File upload
- Hello, I have an excel spreadsheet with contact records that I like to uplooad to HubSpot. There are two text free comments columns in the spreadsheet. I'd like to upload this list and see these comments on the record level. Is these a way to a ...read more
Custom Code to change Date/Time stamp to Date
- I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing th ...read more
Copy Contact Association Label to Contact Property
- Hello, I'd like to know if it is possible to get the string of the association label on a Contact that is associated with a deal. Then using that string to copy it over to a Contact property. I've got the below custom code where I'm able to ...read more

Custom validation & prevent form submision
- Hello all, Just found a solution for doing a basic validation on fields before submit on a hubspot form. Conditions: Raw html form Include jquery Code <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"& ...read more
Custom Equation: Amount / Time Between
- Hi, Part of our business is selling services. I'd like to create a new Deal Property that gets its value from a calculation. In two deal properties we set 'Start Date' and 'End Date' . This allows for a quick (and correct) return for 'Proje ...read more
Migration guide — Migrate an API key integration to a private app
- Hey, HubSpot Developers! There are plenty of questions about the upcoming sunset and how to migrate your apps using API keys to use Private Apps. Luckily, our amazing team put together this guide, Migrate an API key integration to a private a ...read more
HubDB vs Custom Object - Best scenario option?
- I wanted to get some opinions on which direction to go based on a custom project scenario we have. First, a little background... Phase 1 - Created a dashboard webpage that is set to "private - registration required" and displays data from a ...read more
Anything you want to learn about as a HubSpot Developer?
- tl;dr -- Submit this form to add suggestions for additional how-to content Happy New Year, everyone! I am sure you all are easily sticking to your resolutions 😜 We have this fellow named @AJLaPorte from the HubSpot Developer A ...read more

Automated invoices
- I'm working with a client who is in need of some kind of invoice automation. I know there are subscriptions that auto draft from clients each month. However, some bigger clients aren't able to sign up for an auto pay situation because they have ...read more
Location based phone number search
- We want to be able to have a location field for people to type in where they are located and that will determine the phone number we suggest they call for customer support since we have quite a few. What would be the best way to do this? ...read more
Supply Limited Payment Gateways
- We often receive requests for supply-limited payment gateways; think of a landing page that only lets customers checkout “while supplies list.” While we don’t yet offer this as an out-of-the-box functionality, you can absolutely accomplish ...read more
Creating line items within a Quote Template
- I have a sales hub professional seat, and I am trying to customize a Quote Template and add specific line items necessary in my quote. I can't seem to figure out a way to do this in the customization area. I need upwards of 15 different line items, ...read more
Welcome to the Commerce Community!
- Hey everyone! Welcome to the Commerce Community! This is your go-to space for everything Commerce in HubSpot, brought to you by the Commerce Hub product team. Commerce Hub is here to help you save time, get paid faster, and boost your revenue. ...read more

Community Spotlight

@Lucila-Andimol

Meet the Champion of the Month: June 2024

Hello Community! I am thrilled to announce that our Champion of the Month for June 2024 is: Lucila Abal 🎉 @Lucila-Andimol Let's give Lucila a big round of applause for her contributions as our Community Champion of the Month! 👏 👏 👏 What makes Lucila our Community Champion of the Month? Lucila has been...