CRM

I have a csv file that has a "column" that contains many lines of text destined for the Contact's "Membership Notes" property. (yes the data in that column is surrounded by quotes) I am importing 30 contacts but when I go to import the page tel...

Hi, I have a couple of questions regarding the 'Manage Duplicates' option within HubSpot. What properties do they use to define a duplicate contact, and can this be changed? We have some duplicates where it seems only based on name, which isn't...

Not sure if this is the correct board, but will ask here. I am trying to setup up the following process: Visitor completes an embeded form with their email requesting an update to their details (working) A workflow checks if they are an exisi...

Hi HubSpot Community, Our "unengaged contacts" list is growing—and it's becoming a major issue. As a membership organization (association), accurate email engagement is critical, yet nearly half of our members are showing up on the "unengaged" l...

Hello! I'm using our CRM to track contacts from many organizations whose email domain does not match the organization they are from. As such, Hubspot keeps creating new companies and automatically associating them with contacts. Even after I go to m...

Hello everyone, I am looking to add a contact card (the little view on the left hand side when you view a contact), which would only be displayed if the contact's associated deal is in a certain pipeline. Use case is I am building a pipeline...

I have used tons of CRM (email autoresponders and email list) over the past 10 years and this is the most complicated. With other CRM I just upload my list and tehy just accept what I have and alig it to their system. It's a no-brainer. I went ...

I am trying to create a Property Sync in Leads, syncing with a Contact property. I keep getting an error message: "There was a problem creating this property." Can anyone suggest that might be wrong? Thanks

Hi all, I need some help regarding lead creation with a Hubspot x Salesforce sync. Currently if someone already exists as a lead or contact in Salesforce, if they were to fill out our contact us form, it simply updates that contact in Hubspot a...

Recently, our sales team starting using Salesforce engagement platform, Groove by Clari. As a result of this recent integration, we are noticing Groove is creating duplicates in Salesforce. The duplicate always has the wrong contact owner and cont...

I'm looking for a way to tag people in my networking group, so that I can filter them to add them to certain emails and exclude them from leads. From my understanding there is no native tagging feature, and the third-party option HubTags stopped...

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...