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...
I'm having issues with permission sets. I have assigned two users the same exact permission set, but one of the users (who even has a paid sales hub enterprise license) cannot edit even deals they own whereas the other user who does not have a paid...
There are some cases we have to be able to eliminate the option to Add Existing records (or Create new, depending on the situation). Please allow for more granular control when adding associations to records.
Hi there, We're a small charity that organises educational events and public engagement. We would like to use Hubspot to keep track of not only contact details but who we have worked with for what event. The available filters don't seem to ha...
Hi there, When connecting to Hubspot via the https://app.hubspot.com/login shortcut. Hubspot is always prompting to enter the password associated with our emails. Even if a first session has been opened previously and when the "remember me" bo...
From time to time I need to archeive a property but I find it a bit of a challenge since the property is used in workflows, reports and views etc. like this: To make it clear, it is not my views. What I normally do is that i'm clicking throug...
Hi, I would like to create properties into the Company object that will only appear if I select another property in a dropdown select. An example: We have 4 industries on our organization. Corporate, Government, Education, Health. ...
I'm looking to optimize our lead nurturing strategy for the upcoming year. What are the latest and most effective best practices for lead nurturing? ANWhatsAPK
Is there a way to manage the order in which Ticket & Deal associations appear within an association card of the Contact and Company records? It would be nice to be able to order the way that they appear in the association card by Ticket S...