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Meeting note takerMeeting note taker


January 14, 2026January 14, 2026 | .. | 0 Comment | 2:45 pm

Hi knowledgeable people,Can anyone advise on best choice of a meeting notetaker either native to HS or third party app?

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Customer Actions WorkflowCustomer Actions Workflow


January 14, 2026January 14, 2026 | .. | 0 Comment | 2:31 pm

We are looking to create some sort of workflow around four actions we need our customers to take. The four actions are: Fill out a form, upload two files, and

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Ticket summary in a propertyTicket summary in a property


January 14, 2026January 14, 2026 | .. | 0 Comment | 1:54 pm

Hi, We are trying to use Breeze to generate ticket summaries. From reading : https://knowledge.hubspot.com/workflows/use-breeze-to-research-and-summarize-data-in-workflows it appears the summary is generated as a card, but we want to have it in a property. The

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Hi flocksHi flocks


January 14, 2026January 14, 2026 | .. | 0 Comment | 1:24 pm

Hi good evining everybody Iam.new for this not sales I learn heere more and i take ur suggestion and build my self and knowledge  Thank u

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Locking AssociationsLocking Associations


January 14, 2026January 14, 2026 | .. | 0 Comment | 1:13 pm

How can I prevent users from manually removing associations?For example:A Sales Deal is associated with a Primary Contact, Primary Company, and an Onboarding Ticket. How can we ensure the Onboarding

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Using HubL filters and functions on custom propertiesUsing HubL filters and functions on custom properties


January 14, 2026January 14, 2026 | .. | 0 Comment | 12:59 pm

Hello everyone!Hoping to be able to pull from someones experiance to help overcome a challenge we are facing.We have created an HTML&HubL document to use as an email template to

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HubSpot migration from in-house CRM: Data audit, lifecycle automation, and integrationsHubSpot migration from in-house CRM: Data audit, lifecycle automation, and integrations


January 14, 2026January 14, 2026 | .. | 0 Comment | 11:53 am

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

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How to remove in Bulk the Associated Primary CompanyHow to remove in Bulk the Associated Primary Company


January 14, 2026January 14, 2026 | .. | 0 Comment | 10:15 am

Hi everyone,A customer needs to bulk disassociate contacts from a company that is currently set as their primary associated company. The company has gone bankrupt, but we want to keep

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New App Install Partner FlowNew App Install Partner Flow


January 14, 2026January 14, 2026 | .. | 0 Comment | 9:31 am

I recently got an email linking me to this page (https://developers.hubspot.com/docs/apps/developer-platform/list-apps/understand-app-install-flow) to update my oauth flow for marketplace installs.  The docs say its an option to enable/disable. I think I want

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Seeking Advice on Consolidating Candidate and Customer Data Across PlatformsSeeking Advice on Consolidating Candidate and Customer Data Across Platforms


January 14, 2026January 14, 2026 | .. | 0 Comment | 9:18 am

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

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Categories

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Recent Posts

  • custom calculation formula for line items
  • Limit line item editing when creating quotes
  • Conversas sendo persistidas entre diferentes usuários via Chat
  • Querying Company File-type field in email template
  • Legacy Developer Accounts Migrating to the Unified Developer Platform

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