CRM

Hi Team, We’re exploring a solution to track the 'Next Step' in a deal record, stage by stage, without losing the visibility of previous entries. Currently, HubSpot provides a standard "Next Step" field, but this either overwrites the previous v...

Where is the option to delete a single contact? The page is so busy I can't find it, but I'm sure it's in front of me. I keep forgetting the Outlool add-on automatically creates records for all email accounts I use, whether from the work acco...

Hey, if I want to write something in the purchase terms section, why does it not apprear on the quota template ? It previsouly did appear above the "12 month subs terms" but now it doesn't anymore, I did not disable it, is anyone else experi...

Hi, I recently created a Workflow to automate a secuence of emails to nurture my leads. I want to measure the interaction with lead scoring. For example, I'd like to sum 10 points if they read a white paper, 5 points if they read an article and...

S.O.S.!!! @ my fellow HubSpot community members… So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s...

Hi there, I'd like to bulk import 1000's of sent and received e-mails into HubSpot. Most e-mails have multiple contacts associated to them (bc multiple To's or Cc's) . Is there a way that I can import these? When I try this by choosing Conta...

I'm trying to create a calculation property that returns one value if the date property is in the past, and another value if the date property is today or in the future. Is there logic I can use to differentiate between if a date is in the past or ...

Hi - I have a lead capture tool that adds notes to contacts; there's no mapping options available. But I need these contact (engagement) notes to be copied to a custom contact property (open-text). I can't find a way via workflow to accomplish this ...

Hello, Is there a way to see all the workflows a Deal is currently in ? I can find it with contact but not with Transaction Thank you Best regards

Hi everyone, I’m trying to configure a conditional logic property in HubSpot so that it becomes visible after the value of a related property is set. However, I want the property to appear under the Controlling property on the same card instead ...

I have a table of companies that I would like to import. Some companies are marked as primary, so I can import those first, then use the exported Record IDs to import the secondary companies. However, the issue I am having is that the secondary comp...

Hi, I want to auto assign contact owner to a contact as soon as new contact created from any place like website forms or from hubspot itself. I have tried few of process and tutorials available on youtube but none of them seems working.