CRM

Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we...

Are there any nonprofits out here writing client case notes in HubSpot? If so - I would love some guidance on best practices!

I need to score when a prospect views a file that I have uploaded to Files, and created a HubSpot link for. For some reason, I'm being told by Customerservice that while I can set this up in the scoring criteria as a page view, that it won't sc...

Is there a method or setting within HubSpot to restrict the visibility of attached files on contacts or companies to certain users or teams? Has anyone implemented a solution or workaround to achieve this, possibly through user roles, permissions, ...

Hello, We are exploring ways to automate the process of attaching PDF files received via email to respective companies in HubSpot. Our ideal solution would involve either dropping the file into a shared folder or, preferably, associating the ema...

I was wondering if there was a way to add notes on deals that only a handful of users are able to view? We sometimes would need to add information that is confidential to our deals, but I haven't found a working solution for creating notes or passwo...

We're looking for a way to export all properties of an object on hubspot to a word document, or to a google doc. Is there any built-in way to do this? Or an app we can integrate?

Good morning, One of our sales team is receiving an error message when attempting to delete any attachments on their Deals. This appears to be unique to them and we cannot figure out why (they have the same permissions as others, they have logg...

Hi, I'm seeking to understand if the Hubspot email function can create rules around the distribution of confidential communication with 3rd party clients (i.e. Contract Terms, MOU's etc). In this scenario our CEO/Senior management team would...

Hi there, I'm receiving an error msg when trying to upload a PPTX file from my Google Drive. I've already reached out to the virtual assistant and we troubleshooted a few things but couldn't get it to work. I'm a MAC user and have trie...

We're migrating our entire company over from Salesforce this month. One of the reps has just pointed out to me that Files against Salesforce Opps are not syncing as attachments to Deals. Is there a way to set up a sync through the integration so...