CRM

When our CS team get a call from a client, they use HubSpot to look at their account on a company-level. Before they can discuss anything, they need to go through security checks to ensure the person on the phone is in fact the client. We want to p...

Hi everyone, We’re looking to create a proper connection between HubSpot deal records and campaign records. As we are utilizing HubSpot, we need to track which deals are being generated through specific marketing campaigns. However, based on our r...

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...

Greetings! In the Marketing Hub, for a Campaign , the date range under the Performance tab reverts back to a default setting whenever the page is refreshed or whenever you leave and come back to it. Tech support confirmed the following: C...

Hi, we have a business need where we would like to send emails out to contacts including a hyperlinked image. The hyperlink needs to use data stored in one of our custom contact properties, so we were wondering if there was a way to do this in our e...

Hi All, I have a bit of a dilemma, here's what I need to do. We've just wrapped up a tradeshow - I have created a campaign for it in HubSpot. Sales team is now logging meetings they held with customers on deals in HubSpot. How can I make su...

Hello - I am trying to connect Hubspot and Salesforce campaigns to map people into their SF campaign, update their status, and append a "Campaign Lead Source." Example: A SF Campaign would be for a "Guide", someone could download the guide from S...

Hi, I have automated workflows depending on the deal stage and we have been flagged by our Sales team that some of the deals that have been tagged as Closed Won are moving to Closed Lost without advise or triggers. Has anyone encountered this p...

Why are my influenced contacts metric greater than unique opens? I feel influenced contacts should be a smaller contact count.

Hi All, I push my contacts into salesforce via workflows and into campaigns. Recently I received a few errors with the message "custom salesforce automation failed". Had anyone faced this before? What does it mean? Thank you!

Hello, I recently came across this tool: wiza.co Haven't tested it myself yet, I'm wondering if anyone here has some experience with it. Give me a shout! Thanks Edyta

Hi there, I would like to be able to associate deals with campaigns in order to have a better view on what is driving what. I thought I could create a custom dropdown field that uses the campaign name values, but apparently I can't. Has anyone...