CRM

Has anyone found a clever way to document mutual action plans on deals? Create a custom field for sales to populate with a link to a shared google sheet? Custom object? Landing pages? Would love to hear from the community on how they are accommodati...

Hello, I'm having trouble exporting my lists. In the result file some properties are presented as empty, even though the values are not empty in CRM itself. Lists are static and contact-based. Switching the result file extension from .csv to .xl...

Hello, Our organization fell out of using hubspot. As a new employee, I was charged with picking it back up. We have had companies added to our hubspot instance during the time no one was using it. There is no "source information" for these com...

Hi Community I'm using the free version of Hubspot. I can't log in to my primary user account as the authentication emails (access code) are not arriving. They are not being filtered out by our server either. I have created a secondary user ...

I have set so-called "classification" for company property. I wonder how to filter calls with the company property in [contacts] -> [calls] tab through advanced filter. Is it possible or is there any other way for this? Thank you

Hi, I have connected my calendar and the sync option is ticked, but none of my meetings with contacts in Hubspot are showing up and also not showing up in deals as upcoming activities where the contacts are associated with that deal. Should thi...

I've done an import error and 4,000 companies I've uploaded are not formatted properly, how do I delete all? I've selected all 4,000 and pressed delete and checked the box if I am sure I want to delete, however, the delete button is greyed out ...

Hi. I am struggling to find where to see my user's activities feed. I would like to access the other users' activity feed and the tasks that they created. Any tip for that? Thank you very much. Katarina

Since I am using the free version of Hubspot i would like to know how many users I can add to HubSpot also the other free features I will get in this

Hi all, Why when i connect my website does it connect and then a few seconds later show an error saying "Hubspot refused to connect" Thanks

How do I create a workflow where all unengaged marketing contacts that haven't opened ANY of our emails in 30+ months get added to a list?

I am using the free layer of Hubspot. We are successfully logging the calls, for example: A lead leaves a phone number in our web and I log today at 9:00 that today at 8:15 I called her and the call was outbound and the outcome was contacted, or...