CRM

Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer...

hi, need a filter to check if 2 date properties have same values, i want to apply a workflow trigger where if a contacts' two date properties have same values then that contact should enroll in that workflow -- how can i achieve this?

hi, how can i count number of emails received in a deal , how to count number of emails received for a deal in a deal-based workflow?

Has anyone had any success in logging mass postal mail in HubSpot? I know how to do it, adding it as a custom property, but that's really not ideal, having to do that for every mailer. TIA!

I want to send out a list to our installer to capture materials used on a job. This could be multiple line items per job. What's the best way to send this out?

Calls made on contacts cannot be automatically assoicated to open leads, but can be auto-assocaited to companies and deals. This is a huge miss of the lead feature on Hubspot. You cannot track how many calls have been made on open leads or time...

Hi All， i created an form and embed it in website but i didn't define which subscribe type it is. do you know which subscribe type will be?

Hi, I created a worflow that enrolls deals once they have a specific property filled out AND the Term Date property is at least a day from now. Then, based on the deal's property update one of the properties of the primary company associated to th...

Good afternoon~ we want to user the Appointment object for visiting customer, it's sad that there is no Appointment in Mobile App. does someone know when will the appointment be launch in Mobile?

how can i stop certain type of emails from not landing in my inbox?

Hi, I am currently working on cleaning our CRM data and building parent-child company relationships. Could someone please confirm whether, in reports, it is possible to view a total sum of deals from all - parent and children companies? now I see th...

Hello everyone, i have a question about the Snippets. i want to export all snippets in HubSpot. how can i do this, by API?