CRM

How a customized CRM can deliver the same benefits as HubSpot but with more flexibility to meet specific business needs.

We have 4 people that are users in our HS CRM. However, the activity for one of the users hasn't been tracking in the Activity Timeline for the best 2 weeks. It looks like she hasn't done anything, but I am recieving emails from HS notifying me tha ...

Hi, New tro Hubspot. Is there a way to see how many of our prospects have been contacted by sales staff? We have underaken an email campaign and then they should be following up with calls and its that that i need to see. They add notes each...

Hello everyone, I have the Marketing - Advertising report in HubSpot, but it’s empty. HubSpot is not associating conversions with campaigns, nor is it linking page views and sessions. •The Google Ads accounts are correctly synced with H...

Hello, Since there are different pipelines, I would like to have a unique view for each pipeline. However, when I customize it, the changes are applied to all pipelines. How can I make it specific to each pipeline?

I have a site that captures leads using the Hubspot pixel. Almost everything works properly, but the contact's "Conversion page" value is empty ("First conversion" and "Recent conversion" properties are fine). I can't find documentation on "...

Hello, I have the following issue: I need a report (chart) in HubSpot where I can clearly see how many deals there are per company. However, we always have to associate deals with multiple companies because we need to bill a different company...

Hi everyone, I’m currently working on improving our customer feedback process and want to integrate surveys into HubSpot CRM. How can I analyze survey responses effectively within HubSpot and link this data to customer profiles? Thank You.

Hi All! I am look to create a custom function on a date property that mimics a formula I have used in Excel. The Excel formula is IF (cell1 ="Annual",( cell 2+365),(cell2 +90) ). Essentially, I have a "Frequency" property whose dropdown i...

Hi HubSpot Community, I'm seeking clarification on how HubSpot handles referrer and UTM parameter tracking, especially across multiple pages and different user scenarios. I have a few specific questions that I hope you can help me with. ...

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 ...

Hi, I am trying to create a report that shows a COUNT of the open tickets (status) each month. So right now I know I have 316 open tickets. But I cannot plot it by time/date. For example Last week I may have had 323 tickets open. I can see...