CRM

Does anyone know how one can differentiate between contacts created via the import UI and those created via the import API endpoint? Their record source is "Import" for both.

The use case that I'm experiencing is that I have a sales team who instead of following a round-robin lead assignment process, assign leads to their reps based on what rep is available that day. For example, on Mondays and Wednesdays, leads coming i...

Hello, I've spent an hour or so trying to research and solve this issue myself, without success. The problem is that the task we set up as part of a sequence is marked as 'set to repeat.' This is not an option when setting up the task, nor is it...

Hi, Kindly let me know if this understanding scenario is correct or not- Consider a Company A created by Owner/user X. Another Company B created by Owner/user Y. User X belongs to Team ABC User Y belongs to Team XYZ Owner X will ...

Hi, I was checking Roles API to get role names and assigned permissions to it. On testing, I found that it is not working. Url- https://api.hubapi.com/settings/v3/roles Is there any way to get what permissions are assigned to the ...

Hi all Within our HubSpot environment, we are testing setting up a custom object for an entirely different type of customer. Most of our customers end up in Companies, however some of our customers are so different in terms of requirements, the ...

When we transition deals from quote to deal negotiations in our pipeline, it automatically changes a bunch of settings - Is Closed Won, Is Closed, Is Deal Closed? etc. These all impact our closed deal amount on our dashboard, however, the deals aren...

Hi all I'm experimenting with how importing works at the moment for a potential CRM migration. I've imported a number of companies into the CRM. I've also created a custom object called Facilities. I have a spreadsheet with all the facilities th...

Im trying to create a workflow for a ticket. I want to send an email to a specific user when a ticket status is changed to 'passed on'. I created a test ticket to do this but the workflow did not work what am I doing wrong?

Hi, Kindly let me know if this understanding scenario is correct or not- Consider a Company A created by Owner/user X. Another Company B created by Owner/user Y. User X belongs to Team ABC User Y belongs to Team XYZ Owner X will be...

Hi community! I've been having a lot of problems with a recent change, and I don't know how to fix it. For some reason, a couple days ago, all my internal labels switched to English. All of Hubspot's premade properties (Such as Industry, whi...

Hi, I am able to get the permission sets, seats assigned, access to which seat via User api. Is there any way to get the roles assigned to the user? I want to know what role & role names is assigned to this user. How to fetch the permissions s...