CRM

Hi HubSpot Community, I’m currently exploring a way to ensure that our sales team updates the Lifecycle Stage of a contact immediately after completing a call . From what I’ve gathered so far, HubSpot doesn’t natively support making a fie...

Hello, At my previous company we used a customized pay version of HubSpot and I'm trying to showcase how useful HubSpot is at my new job. Recently I am finding contacts disappearing with their call logs, notes etc. I find they are missing ...

Hello. I wish to enable IVR for our company, I have a service level seat but I cannot find the permission a super admin needs to enable for me to set it up. Please help? Am I being blind!?

Our team uses Whatsapp for doing/receiving calls from customers, is there a way to have Whatsapp calls automatically logged in Hubspot? Currently, they have to log all Whatsapp calls manually. We have an integration (Timelines AI), working only f...

Hello there, i have encountered some unusual issues on my integration module with Calling app. the integration does not work for specific account, while other account integration seems perfect. What might be the issues

Since today, we're experiencing this call box automatically opening when we click on a call task from tasks view. Which is annoying as we use a third party application for our calling and this pop-up covers the customer details. I found this Au...

Check out how it works on top of hubspot at https://www.trellus.ai/ Would love community feedback on this new tool we're developing

I have the iOS app and multiple Hubspot accounts for a few companies. Does caller ID work for all the companies at once or do I have to switch to a different account in the hubspot iOS app first to have caller ID working for that account/company?

Hi HubSpot Community! I am relatively new to using HubSpot and I'm curious to know if I can add a summary of the conversation to the call details in HubSpot after talking with a potential customer. Any tips on how to do that?

Hey all, I'm just wondering if there's a way to automatically log a call across all associated records (Companies, Contacts, Deals) whenever it is made on the Deal level? Thanks!

I am using the free layer of Hubspot. We are successfully logging the calls, for example: A lead leaves a phone number in our web and I log today at 9:00 that today at 8:15 I called her and the call was outbound and the outcome was contacted, or...

Hi is it possible when a new call is added into Hubspot a workflow is kicked off? I notice their call properties as stated in the documentation is not available for re-enrollment which will only make it work once. Look for a solution that whenever...