CRM

Hi, one of our customers wants to purchase the Brands add-on, which is a great opportunity to separate different business units. I know that I can assign contacts to different brands by using a checkbox property for brands. However, I couldn’t f...

Hi, is there a way to hide certain custom objects from the menu/navigation for users (except SuperAdmin) but keep those objects active? I have a few objects that I use for admin and data integrity workflows and I don't want to clutter views or c...

Hi, I am looking for a way to hide email and phone number for a contact to users that are not one of the owners of the contact. The idea is to allow other users to view the contact and activity, to allow for collaboration, but to encourage them...

It would be great to sort custom views (as the account administrator) by last used date or if the owner is deactivated. Any tools to clean up the account's custom views woudl be greatly appreciated.

It would be very valuable to have a "My Team" filter option here. Another great option would be a dynamic filter for "I am any owner on record" to filter if that user is set to any of the custom user properties.

AI Assistant for HubSpot Hi all! I made an AI assistant for HubSpot. Specifically targeting outside sales reps / sales reps on the go. After a meeting, you call the assistant. It asks a few quick questions, then saves your notes and upda...

Hello fellow HubSpot Admins! 👋 I'm working on improving our onboarding process for new HubSpot users and would love to learn from this amazing community. 1) What topics or training areas do you cover when onboarding someone new to your HubSpot p...

Recently any empty date properties in HubSpot have started showing as DD/MM/YYYY instead of being blank. This has gone down like a lead balloon in our office as this has made the left hand panel incredibly busy looking, even though the values ar...

Hello, I've enabled the option to associate multiple domains with a single company in HubSpot. For example, for a company like Decathlon, we’ve added the following domains: decathlon.fr decathlon.de decathlon.es I’d like to prevent us...

Hey, I'm trying to find a way to prevent my sales team from deleting activities in HubSpot. Unfortunately, it seems that there isn’t an option to restrict this in the permission settings. Has anyone faced this issue before? If so, how did you h...

I've used MigrateMyCRM for a migration from Salesforce to HubSpot, specifically for the migration of activities and associations. When the migration was completed, I've found that there are alot of missing associations among deals, contacts and comp...

1. Managing Duplicate Leads per Company Due to previously faulty workflows, we now have multiple Leads associated with the same company for what is essentially the same opportunity. Here's what I've done so far: Created a rollup property o...