CRM

Hello, We have created a custom object which will have fields created dynamically via APIs. Given that not all records of this custom object will always have all properties populated, is there a way to display the property on the record page on...

I'm managing a HubSpot portal with a growing number of custom properties and want to understand both the limits and any potential impact on performance. What are the exact limits on the number of custom properties we can create per object (cont...

S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s...

The subject says it all. I have created a 'CV attached' property whose format is 'file'. I am requesting it through a chatflow but when I see the contact information an error appears. In the LiveChat section I can see the attachment. So the file...

I recently activated the Course object and we also use Hubspot Websites. I know this is a new object but is there a way I can display courses on my website that pull and filter from the Course listings in the object? I feels like this would be a nat...

Hi Community! I am creating a custom object by the name shipments and this essentially has quote details and product details. Now as products adn quotes are exactly "Objects" in Hubspot, I cannot create associations. I've tried 20 ways to do ...

Hi, Ia m trying to create a Custom Object call Shipment. Everytime a new shipment is created, the name of the shipment should be unique autoincrement Number. Also, name is the primary display property in this object( I made it, coz i want name ...

Hello! Trying to tie SMS associated contact to the internal contact activity feed. The logged SMS is only tying to the external contact. How do I add the internal contact as an additional associated contact and tie it to their activity count?

Hello everyone! We have come accross this question regularly and I was wondering what is the best practice in your experience. When dealing with companies that play a third party role in the CRM (as distributors, partners, ...) do you rather : use t...

Hi everyone, I’m trying to integrate my data registration form into pre-set templates or text blocks for email sending. The idea is to reference a specific contact and, by selecting the email and the template, send an email asking them to update the...

Hey All! Wondering if there is a way to associate the Contact records with a Custom Object record that I have created. I've heard it may be possible without custom coding and via workflows but not sure. May I ask is anyone aware of a way we can ...

Hi Everyone, I am syncing contacts from Salesforce to HubSpot. In Salesforce, we have a custom field called "Main Vertical," which is defined as a picklist under Account object. In HubSpot, this field is set up as a dropdown list. ...