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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

Hi We use teams in HubSpot. Several properties of objects are limited in access to different teams. Is there a possibility to export or create a list of the e.g. contact properties including the access rights? If I export all properti Beitrag ansehen

Hello, since I've connected my email , Hubspot is only able to send emails from this address however, the Inbox Automation feature is not working. The feature shows turned on (green) with the slider, and I've tried to reset it a few times with Beitrag ansehen

When I used to open a contact on the left side of my screen it would show who they worked for, where they were located etc now that is gone? Is there a way to get it back?

Hi everyone, We have the " Assign company owner to contact by default " setting turned on in our account, but I've been told that it does not send notifications when the automation is triggered. Is there a setting I can configure to notify Beitrag ansehen

I am trying to move one of the last values from a 150+ dropdown list. But since only 100 per page, I am not able to move the value from second page to the first page. Any thoughts? screenshot below

How do you create a unique ID for each contact/deal?

Does anyone have a workaround to stop a contact owner from removing themselves without assigning the contact to someone else? ie, I don't want the contact to be left unassigned The scenario: A sales contact owner wants to give up a contact and Beitrag ansehen

In the old Hubspot format version I was able to add in a Product info tag (heading) which allowed me to add products in a pull down list for each prospective client. By using this product identifier for each prospective client, I am able to filter Beitrag ansehen