CRM

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...

New to HubSpot! I had a successful initial upload on companies! I uploaded my initial list of contact and while no errors, if my contact did not have an email address (even though I had Company Name in the import) the contact did not link with th...

Hi, we link custom objects to contacts. A contact can have of be linked to multiple of these custom objects. Our users asked, if it was possible to have some kind of template or clone of this custom object with pre-filled data in certain fields so ...

We're using companies to track "households" and family members, but many of the children in those households don't have email addresses. Oftentimes their email address is their parents. Therefore, when a parent fills out a form on behalf of their ch...

I have a contact with one phone number, and it turns out that is the wrong number. I do not have the correct number for this contact (yet), but would like to remove the old/incorrect number so it doesn't get called again. It seems like once you en...

I want to associate an old email to the contactpersons and companies included in that email, but it gets associated to the wrong company. On this email one contactperson is from the prospect and two are from a partner of ours. When I use the forwar...

Hi - I'm pretty new to hubspot but I've only got one 'owner' - how can I allow another contact to be an 'owner' as well? Thanks

We used to be able to copy and paste all activity from a contact record's timeline. We had to copy and paste into a word document since there was no way to download the information. Now, when we try to download the activity or notes, it says somethi...

I would find it beneficial to be able to view the personalisation tokens that were set within the marketing email that has been sent to a contact on the contact record timeline itself. Would be nice to get a view of what exactly the recipients get ...

When a contact is associated with a company, and you want to add a note/meeting/call specific to that contact it automatically associates it to the contact and the associated company. Is there a way to remove the auto association? I would rather h...

When updating a contact and clicking on "view all properties" the properties are listed by group. Can the groups be re-ordered as it seems they are only in the order in which they were added. I realise the properties themselves within each group are...

Is there a way to have a deal name pull from contact name rather than the associated company name? I noticed when a contact is created and has no deal, if there is a company associated with said contact, when you create a deal, the deal name tha...