CRM

Hey everyone, Having some trouble with Lists vs. Views. Basically, to help the Sales team - I created a Company View, where I wanted to show how many companies we'd not contacted in 60 days. Doing that in a view is nice and simple, and shows...

I want to create an active company list of companies where the most recent associated deal is terminated or lapsed. However, I cannot limit the filter, Hubspot always examines ALL associated deals, even the irrelevant ones in the past. Can I set the...

Unless I'm completely oblivious to how to do so, it seems like within the "overdue tasks" tab, you cannot select all and add these contacts into a list. Please HubSpot, I need to be able to do this!!!

I work for a small business and one of our biggest marketing challenges is creating strong list for email sending. Our industry has a lot of turnover so lots of bad data in HubSpot. Can anyone share a list of best practices for building email lists ...

When creating lists for marketing email sends, can you filter out people whose contacts were created by being included on an email, but whose records show no other signs of activity? How to solve this problem? Our sales team has their inboxes connec...

Hi All Is it possible to remove Contacts from a Static List as part of an upload? I have a number of changes to make to about 120 Contacts so would prefer not to have to go through each one manually. One of the changes is to remove them from a S...

Hello, I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). Is there any way to do this action?

Hey, I've reassigned a good amount of companies, contacts, and deals to another team member due to people exiting the business. They asked to see what was assigned to them. How would be the best to come up with a list like that? B....

Dear community, I have just created an active list with the following filters: It works great like this. However, I would now like to filter this list further down to all these activities that were created by a specific user . U...

Hello, It's required that the Sate field populate in an export I am working on. I never had a problem with this and now in the last few weeks, I am not able to populate state even though I am specifically choosing this field in the export. I'm stump...

HubSpot user for a few months, so still searching sometimes. Our Sales Team will soon be at an event. We want to log all leads and customer conversations (under contact and company records) and then segment these contacts under different product...

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...