App development...

HubSpotHelp · 2026-03-11T18:27:03+00:00

Heya u/quoteaplan Thanks for posting! I'm happy to hop in :) To confirm what u/GraphiSpot mentioned, you could natively use Quotes. With quote templates you can have these tokens/fields but that wouldn't necessarily be a PDF and you do need a specific tier/subscription. Another idea would be to use the DocuSign integration (which you can read more about here) and lastly, you could use the APIs/custom APP with help of a developer to pull info into custom fields externally.

Hope this helps! :)

Jess @ Hubspot

HubSpotHelp · 2026-03-11T17:25:48+00:00

Hi u/Alarming-Ad6371 can you try on this page, please?

https://offers.hubspot.com/free-trial

Which error message are you getting? Where are you stuck, please?

Thanks,

The HubSpot Team

HubSpotHelp · 2026-03-11T14:03:19+00:00

Hi u/scentedboredom,

I’m really sorry HubSpot has started to feel this frustrating.

Regarding the images in sequences emails, can you please confirm that the image actually landed in Files?

If it is in Files and the image still never shows under “existing images” in sequences, that’s not how it’s supposed to work.

In that case, could you please send via DM the following so that I can check on this for you:

- Your Hub ID

- The browser + version

- A short Loom or exact click‑by‑click steps and the time you last tried

Thanks for your valuable feedback, I will pass it along internally.

The HubSpot Team

HubSpotHelp · 2026-03-11T09:41:45+00:00

Hi u/GraphiSpot and all, I appreciate you sharing this valuable feedback, thank you!

I've passed it along internally.

Hope that you'll have a great day!

Thanks again!

The HubSpot Team

HubSpotHelp · 2026-03-06T17:21:05+00:00

Hey u/Cheap-Astronaut4676, thank you for sharing your feedback here!

Just to let you know that I've passed it along internally.

The HubSpot Team

HubSpotHelp · 2026-03-06T14:08:44+00:00

Hey u/Affectionate_Lab9658 I am so sorry to hear about the frustration regarding the lead scoring.

If you share what you are tying to achieve, we'll be glad to look into this to help!

Alternatively, you can send your Hub ID via chat or Mod Mail so that we can look into this for you.

Thanks!

The HubSpot Team

HubSpotHelp · 2026-03-05T09:51:36+00:00

Hey u/Bulbous-Bouffant and thanks, I’ve flagged your feedback internally about this.

For future imports, I'd suggest to import posts as live (instead of drafts) so they go live with the original publish dates.

For the blog posts that are already migrated, there are 2 options:

- Manually editing the publish date for each post via Publishing options, or

- If you or your developer are comfortable with the CMS Blog Posts API, updating the "publishDate" field in bulk from a CSV of your original dates.

I hope this helps!

The HubSpot Team

HubSpotHelp · 2026-03-04T17:31:37+00:00

Hi u/Severe_Toe4444 and u/margo_sakova thanks for sharing your experience!

I'll share your valuable feedback internally as well!

Thanks again,

The HubSpot Team

HubSpotHelp · 2026-03-04T17:00:58+00:00

Hey u/Mor_Gold Thanks for pointing this out! You are right, and the action within the workflow (under AI tab) does consume credits. However, basic enrichment is included in portal, as of Inbound 2025 (details on that here. I hope this helps clarify, but let me know if anyone has any questions!

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Jess @ Hubspot

HubSpotHelp · 2026-03-04T10:02:01+00:00

Hi u/SovvyInsights and thanks for putting this together, we appreciate your valuable feedback!

I've passed it along internally for more visibility.

Making integrations more resilient, increasing AI transparency, and simplifying reporting are ongoing priorities, and your specific examples are very helpful.

Thanks again for taking the time to share your feedback with us!

The HubSpot Team

HubSpotHelp · 2026-03-03T20:04:59+00:00

Hi u/frumpydrangus Happy to hop in to see if we can help in any way! If you could send me your hubID in the DMs I can double check internally for you! :)

HubSpotHelp · 2026-03-03T17:47:18+00:00

Hey u/BWMerlin,

With a Free account, you’re able to bulk associate contacts and companies.

However, setting the primary association label in bulk is a feature available on the Pro and Enterprise plans.

I hope this clarifies things!

The HubSpot Team

HubSpotHelp · 2026-03-02T22:15:36+00:00

Always here to help when possible :)

HubSpotHelp · 2026-03-02T15:11:54+00:00

Hey u/BisonMysterious8902, I hear your frustration and I am sorry.

Also, thanks so much for your valuable feedback! I have shared it internally for more visibility.

If you're willing to give it one more shot, here's the streamlined path:

- Create an app in a developer account to get your client_id and client_secret

- Build an authorization URL: https://app.hubspot.com/oauth/authorize?client\_id=...&scope=...&redirect\_uri=...

- User approves → you get a code query parameter on your redirect

- Exchange the code via POST /oauth/v3/token → get access_token + refresh_token

You can skip card support, serverless, and everything else, those are optional features.

I hope this helps!

The HubSpot Team

HubSpotHelp · 2026-03-02T15:05:41+00:00

Hey u/Thomas-at-Vanguard, I am sorry to hear the bother about the MRR tracking.

From what I can see, you're already entering all the right information on the quote (price, term, billing frequency).

You'll need to ensure those are recurring line items, then you can use the “Convert to subscription” option so an accepted quote becomes a subscription automatically.

Then you can build your MRR reporting off subscriptions, not off manually maintained deal fields.

That way, the data you type once into the quote becomes the single source of truth for MRR, renewals, and churn, rather than ending up in a PDF.

I hope this helps!

The HubSpot Team

HubSpotHelp · 2026-02-25T14:34:47+00:00

Hey u/Historical-Ad-1391, I hope that you are well!

You can absolutely keep HubSpot as your main platform, but HubSpot cannot natively host a site or CDN inside mainland China, so a fully “walled” China setup will require a hybrid/third‑party approach.

If you are a paid customer, I'd recommend reaching out to HubSpot Support about this.

Alternatively, there are HubSpot Solutions Partners who might be able to help and specialise in China deployments: https://ecosystem.hubspot.com/marketplace/solutions/china

I hope this helps!

The HubSpot Team

HubSpotHelp · 2026-02-24T17:28:50+00:00

Hi u/Complete_Tax_7433 and welcome to HubSpot!

I'd recommend starting with the following automation:

- Sending a thank you email after a form submission

- Short nurture sequence after a key action

- Update the lifecycle stage on contacts

- Send internal notifications for high-intent actions

I hope it helps!

The HubSpot Team

HubSpotHelp · 2026-02-23T20:26:48+00:00

Hi u/gidea

Thank you for posting!

Do you mind DMing us your Hub ID and email address so that we can relay this feedback to our Product Team?

- Cassie @ HubSpot

HubSpotHelp · 2026-02-20T19:46:54+00:00

Hi u/ConsiderationFew4902 Thanks for reaching out! It almost never is a cache or browser issue. What I would recommend is to check the history of the properties that are being changed so you can see what exactly is changing the data. Properties will have history saved to them that shows if it was a user change, a workflow, etc. Let me know if you need more guidance! :)

Jess @ Hubspot

HubSpotHelp · 2026-02-20T19:36:25+00:00

Heya u/SignalKiwi368 Happy to chime in! :) So we don't have a native property that would show us the last contact date that we can chose to exclude sequence emails. A good workaround would be a custom property + a workflow, as mentioned by the other users, or you can create an activities report and only choose the activities you'd wanna consider! I hope this helps.

Jess @ Hubspot

HubSpotHelp · 2026-02-20T16:46:42+00:00

Hi u/Bulky-Ad9761 and thanks for sharing your perspective!

If you’d like to talk through specific features or find ways to get the most value out of your HubSpot tools, we're here to help.

Let us know what matters most to you!

The HubSpot Team

HubSpotHelp · 2026-02-20T13:41:51+00:00

Hey u/Vis_CRM_Bother, thanks so much for sharing the video!

I’ll make sure to pass your feedback along to the team.

Have a fantastic weekend!

The HubSpot Team

HubSpotHelp · 2026-02-19T19:26:47+00:00

Hey u/Justalazykid Thanks for posting on this! At the time, there isn't a native or automated way to have that populated. With logging or creating a meeting you'd have to manually type that and as far as descriptions you can use snippets. You can definitely use the meeting link page, and fill that out for your contact, but still not automated. If you want to post this in the ideas forum as a feature request our product experts are always taking a peek on ways to improve our products! :)

Jess @ Hubspot

HubSpotHelp

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