CRM

Hi team! I'm currently working with a custom object in HubSpot and using a form layout to create new records. However, I've noticed that the “Edit this form” button appears at the top right corner for users and I’d like to remove or hide this opt...

I'm looking for a way to tag people in my networking group, so that I can filter them to add them to certain emails and exclude them from leads. From my understanding there is no native tagging feature, and the third-party option HubTags stopped...

Hi all, I'm working with someone that needs access to create colored tags, and I find it insane that they need to have super admin acess to the account to do that. Let's get this set up so that these permissions can be granted without super ...

Dear HubSpot, dear community, I am a little lost on who to reach out to. The deal score is a massively heplful tool , for example for enabling complex re-enrollment rules for deals that otherwise aren't available: The rule " deal is as...

Hi! Working through a Salesforce integration for the first time and wow, lot to manage here. I've been working with my point of contact to re-map some custom properties, and have noticed that for whatever reason some of the existing options...

Hello! I'm new to Hubspot, although used other CRMs a lot. Two of us are evaluating Hubspot and while I can do everything needed as an admin, my other user cannot see any records. Attached are the permissions settings for the user, can someon...

Hi - I have a lead capture tool that adds notes to contacts; there's no mapping options available. But I need these contact (engagement) notes to be copied to a custom contact property (open-text). I can't find a way via workflow to accomplish this ...

We have a large number of automated marketing emails sending from HubSpot with send settings referencing the Contact Owner property. We want to prevent any emails from being sent out on old sales team members behalf. The challenge comes with our int...

Why does the data model not show the Marketing Events object? Surely the data model should show all key objects and activities? As it stands the data model tool is pretty limited if we can't actually get an overview of the actual data model? ...

Hey guys, I love HubSpot. It's really easy to use, and the UI design is pretty solid, especially the newer redesign. However .... the extremely bright colors are blinding at night. I have a triple monitor setup with 3x 4k 27" LCD displays. Most ...

Hi all, I have a client that is currently using HubSpot CRM and their Domain is connected for emailing purposes. I started a new project with them and they wanted to create a brand new HubSpot without changing their current setup. For this purpose,...

Hi Folks, I am looking for some directions regarding my career upskill. My Experience Summary: I've worked with Salesforce for over two years in my current workplace. My role is mainly admin-related, where I troubleshoot and implement...