CRM

I use the HubSpot integration with PandaDocs. There is a bug that exists, but I am not sure if it should be resolved by PandaDocs or HubSpot. PandaDocs can be linked to a Deal within HubSpot. Each deal has a Deal ID. HubSpot has a deduplicat...

Hi, How do i import data to custom objects via API? I see in Companies there's are create/update APIs but can't find it for custom objects. Feature I want: Import data from extarnal software, create all new ones, and update exiting ...

Hello! Good day to you! I have the following question: I want to add some custom content to the Deal (or Contact) page, such as a custom widget or iframe. I know about CRM Cards ( https://developers.hubspot.com/docs/api/crm/extensions/custom-cards...

Enabled "create and associate companies with contact" checkbox. I have company Test Care Center and contact'email say sample@testcc.com . The system creates a company called testcc and associates the contact to it. Why does it doesn't associate ...

I have imported some set of contacts to the Hubspot . Once It is imported, the created date follows the current date. But the file that I have imported has created date that hasn't come up in hubspot. Is there a way we can achieve this? Thanks in...

Hi I am looking for the common properties that available in both table, contacts and deals. I want to join these table on some ID. 1 contact can have 2 different Deals. Thanks in advance Cheers!

Hi, I'm looking to test a workflow involving the lifecycle stage property on contacts in our sandbox environment. In our prod env we're using several custom lifecycle stages, however, these stages won't sync into the sandbox env and I'm not able...

Hi community, over the years a huge amount of workflows was added to our HubSpot. Some of them might be redundant, others might in worst case even counteract. For cleaning our workflow landscape I want to make a 360 degree view on our workflows, e...

I am having two issues: 1. If I input a new contact but someone already has a contac with the same @domain.com, hubspot assigns them as the contact owner without any warning to me. I need this to stop. Is this tied to the company owner? 2. ...

Hi Everyone, Just to describe what i want to do: I have two pipelines, when deal is in moved to last stage i create with help of Zapier another deal in next pipeline. It is pretty much same deal, copy of previous one, i move/copy all needed propert...

We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t...

I'm new to the community, so apoligies if this is not the correct spot for reporting issue of this nature, but I'm unable to locate a more technical support channel for the CRM product. I'm doing an accessibility audit for a client and noticed ...