CRM

We're working with a client who wants to restict access to a certain set of accounts, so it is not accessed when connecting via API to an external vendor. Is this possible somehow? They're on the Enterprise plan.

Hi! We use ZoomInfo to export contacts to HubSpot. Today, I exported 400 contacts (320 new, 80 updates to existing contacts in the CRM). I'd like to be able to take those 400 contacts and put them directly in a list. It's easy for me to find the 320...

Hello HubSpot Community! Has anyone tried the HubSpot to Seamless connector? Is the contact retrieval integration fairly clean? Also can you select which contacts you want to integrate to HubSpot or will it pull all? Thanks!

Hello, I'm trying to set up a sync between HubSpot Deals and Salesforce Opportunities, where I can associate a contact as the "Primary Contact" within a Deal. Our Sales team currently creates an Opportunity in Salesforce and marks a contact a...

Hello, We will be launching a mobile app soon. I would like to automate creation of a contact in the Hubspot CRM when someone downloads our mobile app. Is there some type of integration with Google Play or Apple App Store that facilitates this?...

I want to connect my amazon connect activities to hubspot. So when I make a call it gets registered as an activity in hubspot.

We are integrating 3CX but primarily using the mobile app. We want to ensure that calls made through 3CX are recorded in HubSpot. Although we're familiar with the 3CX desktop app, our team mainly uses the mobile app. Can someone assist with this?

I create a CRM card but it default displays in card is 'Powered by MyAppName'. I want to change this to 'Powered by MyCompanyName'. How should i do?

Hi all, I have Teams integration and I have configured a workflow to show alerts in a Teams channel. This is working fine however, I would like the message to appear in the main Chat window where all the other users as well as group chats. ...

Hi, We are migrating to hubspot for marketing and will turn on the sync with deals / opportunities in salesforce. I want to import historical opportunities, I can see i can inclue opportunity line items, but not how to include opportunity contacts...

I am doing this const companyId = context . propertiesToSend . hs_object_id ; const properties = undefined ; const propertiesWithHistory = undefined ; const associations = [ "contacts" ]; const ...

Hi All, We have had a niche issue where a bunch of our leads got converted to Contacts accidentally in Salesforce. Unfortunately you can't un-convert these Contacts back to leads and we have to delete them in Salesforce. If I were to delete thes...