CRM

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...

Hello, I'm following this guide to create a workflow that triggers an email everytime a company ownership is changed. I created the custom company property as a Hubspot user type. I'm trying to create the branch but it doesn't give me...

Hi, We have a custom Contact property in HubSpot that stores the value of a unique identifier property in our database of record. These values are pushed into HubSpot contacts via one-way sync from our database on a regular basis, but we do not ...

Hola, he creado un panel pero me aparecen datos errados de valores con un "MRD" no sé que significa.

Hello, I work for NHS, and we are trying to connect our inbox to hubspot also the Microsoft teams account but the NHS has disabled the integration, is there any way from which we can connce the email? as it requires Admin Approval. Thanks

Trying to create a unique value property on the Account. Keep getting this error: There was a problem creating this property. Please try again, or refresh the page. When I remove the requirement for unique value it saves no problem. ...

Hi there, Is there a way to export all the internal values in a dropdown property list? We need the values for an integration and we were looking for a quicker way to attain these values in a list than copy-pasting around 400 values.

Hello, I need some help - I want to use HubSpot as a CRM for my Certification Body. So I ideally want to have customer information stored in Hubspot like: Name of Company FTE of Employees Contact name of Company Contact Email C...

Hi - we have additional values/attributes that we need to store on our account users in order to link them back to our internal systems, like employee ID. Since user emails and names can change, that is not always the globally unique identifier for...

Hey Folks, We have a pretty robust system for tracking referrals via deals in HubSpot. This tracks their source, associates them to both a Referrer and a Referee record and syncs with our payroll system to pay them out at a certain point. We bui...

Hey there Hubspot community, I just started using Hubspot, I wanted to start with the free verison to see if I liked the tool. I'm having an issue with records. I've been adding company contacts and once I get to over 100 company records the nu...