CRM

Is there a way to create workflow for creating automated tasks, the criteria is that the contact has not been reached in a certain amount of time, for example 5 days. If that customer has not been reached out to on the 6th day, an automatic task is ...

We recently integrated Zoom into Hubspot. Our CRM consists of both agents (organization owners,) and associates. It seems when an associate clicks the Zoom webinar link intended for their organization's owner Zoom's data synch updates the contact re...

Is it possible to remove associations via API? Removing contacts through a workflow would be tremendously useful, but over the API would be a good workaround. Thanks! Marcus

Trying to create a list of Contacts with the filter criter selects only those contacts where the Contact Owner is a member of another list. Any ideas how I would do that?

How many active contactlist should there be for a campagne? Context: For my email where i work with dynamic content I see that not all my data is getting trough in the email. some content is staying on the default data

We work with many franchise operators and we have to sell to each location individually. Most of the franchise operators have the same domain name regardless of their location. When we close-win 1 location, HubSpot is changing all the locati...

Hi, I have a customer with 5 sales people assigned to handle the incoming deals. They want each sales rep to have a maximum of 15 deals, if they get below this amount, thay should be assigned to a new one. So eg. 3 sales people have 15 deals in th...

Hello, I have just created a contact on Hubspot, but the company information is not showing on Hubspot itself on its own. Let me know what I am doing wrong and is it not showing because it is a government entity or if i have not filled the contact i...

We're looking to map our attribution in two areas. 1. Channels that create MQLs - to understand our marketing channels that perform the best 2. Deals from opportunities to won - to understand what converts to a deal opportunity and won I k...

Hi Everyone, We have a private app and with the CRM api we have integrated to our application long ago, Recently we have observed that the error messages that are comming from hubspot API are modified and due to that we are getting issues in prod...

I want to add multiple Facebook pages to HubSpot and want to find the exact audience messaging us via our different pages. Is that possible with HubSpot or any other CRM?

I am currently working on cleaning our duplicate contacts and have run into a problem that I feel HAS to be a feature. Our duplicates are almost always users onboarding with a personal email and a work email. We obviously want to merge into the wo...