CRM

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...

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