CRM

Hi Community, I wonder, what are the best practices when deactivating users in HubSpot? What are some things to do or remember? What are the tips & tricks? Here's my list to check off before deactivating users in HubSpot: Remov...

I have created CRM Card in which I have added custom action for IFrame. Actually, I want to load data from my site in the HubSpot iFrame. Whenever I open my site in the iFrame it redirects to my site's login page. I think this is happening because H...

Is it possible to create a chart with the Weighted Pipeline Value over time so we can visualise the dynamics of the health of the pipe? Intention being to filter by Probabilty < 1 so we have a view of active deals / opportunities. Having ...

Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f...

Hey guys! We are trying to create target specific communication based on a specific property within our contacts. Is there a way to create a property with a drop down option that would be auto populated the same way "Job Title" will sometimes a...

Hi all, We have a customer that wants to check, inside the company, how many Departments have associated contacts. To understand their progress in covering the account - sales wise. I can easly reach the count of contacts per departmen...

Hi, I'm facing the challenge of duplicated deals in a specific pipeline. We identified the technical cause but cannot act on this within the time we need. To bring agility to operation, I need to create a workflow that identifies if the enrolled...

Hei! So a colleague of mine has asked me if it's possile to organise a list by company. There doesn't seem to be the option to organise using the arrows with the Primary or Associated Company columns like the others (see image). Am I missing ...

Hi, All of a sudden one of our client's company name changed after a new client submitted a registration form. It got basically overruled by the new info from the form. But, I can't find any overlapping fields that trigger the "overruling". In t...

Hey everyone, I made a list. Now I want to manually add one specific company to this list. Somehow this seems difficult to do. It seems lists only want me to use filters, which is completely uninteresting and unnecessary. Anyone explain how ...

Hello everyone, I am trying to integrate Indiamart and Hubspot and I was wondering if anyone has any experience with this or can provide any guidance. Our goal is to streamline our sales processes and have all our leads and contacts in one place...

I'm using the email tracking feature from HubSpot and noticed that when sending an email to a brand-new person, HubSpot is only tracking activity for the Contact despite auto-creating both a Contact and Company for the person I am emailing. How do ...