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Solved
ASmith85 on November 10, 2022
Hello everybody, I am working for a small nonprofit that migrated to Hubspot recently, and we are looking to create some custom fields for our contacts. All our deals are in Hubspot and mostly come via our payment processor. To analyze our custo read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Gold Partner
November 10, 2022 20:41
Hi @ASmith85 I would create a Dashboard to show your results all in one place. There are several reports out of the box which should...read more
Solved
ricardodueno on September 21, 2022
Hi, I am having a technical error when trying to sync Google Contacts and HubSpot Contacts. Please see screenshot attached. Please advise on how to resolve this. Regards,
0 upvote
4 Replies
Accepted Solution
Member
September 22, 2022 07:36
Hi, I had to manually delete each contact in both HubSpot and Google Contacts. This is very important to understand: each contact has to be deleted i...read more
JSparks2 on September 14, 2022
My team and I used Hubspot to archive our contact data for the past few years. We hadn't touched it for a while but I wanted to get in and update it recently and it's gone. I logged in and everything is now gone. My teammates who also managed the ac read more
0 upvote
1 Reply
Community Manager
September 15, 2022 02:58
Hi @JSparks2 Thank you for reaching out Can you submit the form at the very end of this article with all the necessary info? Someone...read more
Solved
CSchroeder on February 02, 2022
Hi! I am trying to connect a Shopify store to a HubSpot account. I'm using the Shopify integration for that. My goal is to sync the users from Shopify to HubSpot. In my HubSpot account I have a field that needs to be populated with a simple read more
0 upvote
5 Replies
Accepted Solution
Recognized Expert | Diamond Partner
February 03, 2022 21:43
Hello @CSchroeder , Yes, you can run this functionality using workflows but for this, you need to trigger a common property that all the Shopi...read more
Solved
ATXM on December 27, 2021
Several pages are blank on Chrome on OSX. Works fine on Safari. Contacts.. Companies.. Deals.. just a few.
0 upvote
1 Reply
Accepted Solution
Guide | Diamond Partner
December 27, 2021 23:14
Hi @ATXM , Logout from the acc, clear the cache and cookies, log in again and hard refresh should work. Hope this helps! If we were able to an...read more
Solved
aaron12 on December 27, 2021
Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 27, 2021 22:58
Hi @aaron12 , You're correct, this is unfortunately currently not possible. I think this is a valid request however and you could submit it to...read more
KYehorova on December 01, 2021
Hi, I created developers application (App ID : 476442 ) and with this app I'm trying to authenticate to the developers account (ID: 20926355 ). My app has the following scopes: crm.objects.contacts.read crm.objects.companies.read The sam read more
0 upvote
1 Reply
Member
December 02, 2021 09:37
Okay... I just found the following line in the documentation: Developer portals will not have access to any of these scopes, and cannot be author...read more
Solved
CGwilliam on August 26, 2021
We have had some of our sales reps leave recently, and I need to reassign their contacts to a new rep. Our reps receive notifications when a new contact is assigned to them. Will they also receive hundreds of notifications if I mass reassign contact read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 26, 2021 20:30
Hi @CGwilliam , Contact ownership can be assigned in multiple ways, bulk editing is probably the easiest one. (Importing contacts wouldn't h...read more
Solved
LRhodes on August 06, 2021
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
August 10, 2021 11:15
Hi @LRhodes , In that case, I'd suggest these settings: Sales rep: Primary team Ohio , Additional team West Virgina Contact/compa...read more
Solved
MLegardez on May 24, 2021
Hi everyone 😉 In our business we have 2 differents customers: 1) companies or merchant, that will buy or saas solution => easy to understand and set up for us 2) contributors that will create content (hundreds), these ones have very diff read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
May 25, 2021 02:27
Hi @MLegardez , If you want to be able to easily access this property, custom or not, the best way to do so is via the contact record sidebar....read more
Solved
mmacapagal on May 13, 2021
Hi, good day. I hope you can help me guys. I have a total of 20,871 Contacts and each of my tab has 100 contacts. I can only access tabs up until the 100th. The tabs after the 100th are all grayed out and are not accessible. I already chat read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 13, 2021 04:41
Hi @mmacapagal , You have the answer right there, "There are too many records to display". This is probably a way to prevent your HubSpot tab ...read more
Solved
Pooky on May 07, 2021
Is there any easy way to tag my internal team so that they surface first in search results? The specific need is when sending an email to a client and wanting to CC a member of my team; we have 10 team members but over 100,000 contacts; it woudl read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 07, 2021 06:50
Hi @Pooky , As far as I know there aren't any default features to influence the search like that. Something that you could do, however, is app...read more
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