CRM

Hey Hubspotters. Myself and my team are looking to improve our understanding of the logic behind our Sync. Firstly, when 'Record A' is merged into 'Record B' on Hubspot, does 'Record B' keep the same record ID post-merge, as well as its original...

Is there a way to create some kind of a tag for companies, where users are able to add new tags directly from the company record screen? I searched alot and seems like this is not an option. I can either create a custome propert with multiselect, b...

I've gpt 740 existing companies setup in HubSpot - these were imported into the system when we went live. At the time we didn't bring in the company domains so I'm trying to update them now. I exported out the RECORD_ID and into this file add...

Hi guys, Our company has locations across the globe so for each country I have created record customization, with customized company cards for the left column in company records. I have assigned the correct record customization to the correct te...

Hi there, Is there a way to export all the internal values in a dropdown property list? We need the values for an integration and we were looking for a quicker way to attain these values in a list than copy-pasting around 400 values.

I painstakingly imported several thousand contacts and mapped company to the "Company Name" property. On each contact's page, however, it shows company as blank. Each contact now has a company name property but no associated company, and when I goog...

I am the super admin and when I set a lead status and save it. It works. But then, after about five or 10 minutes it changes back to the original.

Hi - this question has been asked before, back in 2019, so I'm hoping there's a solution for it now! I'm logging a bunch of old emails by forwarding them to hubspot. They're being logged against the date that I'm forwarding them, not the date of th...

Hello, I'm migrating from Pipedrive to HubSpot. So I have excel spreadsheets with my contacts from Piepdrive, and another spreadsheet with Companies. I have successfully imported the data to the HubSpot (over 300 contacts). However, I have not...

I am attempting to use the Chatflow widget on my site. To the best of my knowledge, this process is expected to be as simple as: Create/configure a new Chatflow Drop the provided script towards the end of my website's body tag For some reaso...

Hi Team, I am trying to GET data from notes object in hubspot using python but I am getting authentication error. Please see below code and error: I believe the API KEY has been replaced by access token? Is that correct? but the error i...

Hi, As described here https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers we can use association labels as triggers but when I try to set my label it doesn't show up in the menu. I don't see it for company based workflow...