CRM

Hello, I am checking the visibility rules for marketing consents. I have set the rule so that a specific consent is displayed to specific clients. Unfortunately, when checking the preview on a given client, all consents are displayed. What am I doi...

Im trying to measure acceptance of Marketing qualified leads. (using lead object) I have set up that when a contact becomes and MQL it will automatically create a "lead" for that person in the stage of "New". At this point it can be accepted and m...

Hello! Want to see if I am missing a Custom Object setup feature or if this is just a gap in Custom Object workflow functionality. I am trying to set up a workflow so that when a certain meeting type is associated with my custom object (Implementati...

I am trying to edit the preview that displays when associating an object with a company. I have already edited the preview that displays once you have associated an object with a company, but I am unable to get that preview to display when creating ...

Hello HubSpot Community, We are facing a challenge with how we manage visibility for different sales teams and their activities in HubSpot and would appreciate some advice. We have three types of sales reps: 1. Team A : Handles regular c...

I am looking at assigning sales region/territories to a group of ~10 different users based on the state/region of the company. This is primarily for prospecting, so the state/region must be assigned as soon as the state is known. My issue is tha...

Hi All, I am looking to build a workflow that identifies and tags the first contact to associated with a company. For example, when a new contact and company are created within the system, I would like to identify that contact as the first cont...

Hi everyone, I'm trying to build a data sync integration in Hubspot using the Dynamics365 connector to sync the contact across. The goal is to only sync the primary contact of companies across. What I've tried, is setting up sync rule, I picked ...

Hello, We have a complicated sales process I am trying to automate, or at least streamline in HubSpot. Our customers often have several locations which we have decided to make as children accounts in HubSpot. For this example, lets say the custo...

I don't know why I am struggling so much, for what I feel like should be a straightforward answer. I am trying to see which Deals have custom line items added. Everything that I've tried hasn't worked & I feel like I must be missing something. ...

I just saw a remark in our Hubspot account that Hubspot Insights is being sunsetted. Breeze is supposed to replace the HI, but in order to use it you need to pay (a lot!). I'm really shocked that a feature can just be pulled like that and be...

In Sales Enterprise, we need more detail in the Industry property for Company records. I see that we can now add to the built-in list of values in the Industry property. I also see that the built-in AI tool that auto-populates the industry field i...