Account & Settings

Just a sense-check; The setting Set lifecycle stage when a Deal is won has always been "on" by default, correct? I've just come across it switched off in a client portal, and had to switch it back on - truth be told, I didn't even k read more

Hi I'm looking for some advice please. I'm working for a client, who needs theircustomers who have bought from them before that are currently i Xero adding to Hubspot for a sales outreach email. I'm unsure what lead status and lifecycle stage read more

I am sending emails via Gmail and have the chrome Hubspot extension I can't figure out how to do the below: * Automaictially add new contact when I send a mail BUT DO NOT log emails

Hey all, can someone advise how I find \ navigate to the Enable Bulk Delete option please? I need to delete all our contact records. I am a super admin, but that seems to be insufficient.

Hi all, We had a contact appear in our system and assigned to a salesperson, but the record only contains an email address, and the activity history indicates they were sourced from the "Document viewer app" for a file inside a presentation fold read more

Hi, I've been reading KB articles and can't quite figure this out so I'm hoping someone can help me find clarity. We have two types of sales people in our organization. Lets call them Internal and External. External people have geographic terri read more

In Contacts, we have the City field and then the State field. Starting yesterday we noticed that the State field is now the Contact Method field. However, the state the contact is in is still listed. So even though it says the field is Contact Metho read more

Has anyone come across the issue of a contact record being given a value in this field above 0 after you import it into HubSpot? The record hasn't been sent anything so how can HubSpot give it a score above 0? Does anyone know outside of email read more

Hello All, I am looking for some help and I wondered if you would know a solution for my issue. We currently cannot seem to figure out a way to do this with workflows, other than using something external like Zapier or Boomi. Scenario: Our read more

We have an active sync between Dynamics365 and HubSpot for both our D365 Leads and Contacts to HubSpot Contacts. However, because Leads and Contacts are separate in D365, when a Lead is Qualified in D365 and becomes a Contact, both types of records read more

A team member with full contact delete permissions has the delete button greyed out when viewing All Contacts. This is when selecting one contact only. Others with same permission are able to delete the same chosen contact. Current work read more

HELP!!! I have joined a new business that uses Hubspot. They have created my profile, which I have no issue logging into. However, when I am on my profile, I am unable to see any details. For example, I cannot find any client/ contact/other details read more