CRM

I would find it beneficial to be able to view the personalisation tokens that were set within the marketing email that has been sent to a contact on the contact record timeline itself. Would be nice to get a view of what exactly the recipients get ...

Hey all! I'm curious how other Hubspot users deal with re-engagement campaigns, especially on the reporting part. How do you handle contacts that SQL (for the second time), after they've been SQL'd and unqualified in the past? We don'...

I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le...

Hello, I am coming into a statup, brand new, and have never used hubspot. My job is basically the ongoing success of our clients, and helping them with marketing efforts. We sell software that aids financial institutions to sell consumer loans. ...

Hi, any chance we can see the same permission modularity we see on the CRM Object access section (View, Edit, Delete) built into the Marketing elements (Forms, Lists, Files) when using a HubSpot Professional license? That would be extremely hand...

Hi, I have a question about the order and automatic setting of lifecycle stages. My goal in marketing is to generate demo bookings with our Sales reps. But if they create a deal too early, good leads are kicked out of the funnel. The setting is t...

Hi, we have implemented HubSpot for our company on our commercial business side. So far it has been a huge succes (marketing and sales professional). So now we want to implement this for our government business part of the business. Issue is ...

Hi all, my name ist Tina. It would be great if there is a button for "take in sequence" in the task list area to process standardized tasks faster. Or has anyone found another solution to this? Thanks!

Hi there, I would like to be able to associate deals with campaigns in order to have a better view on what is driving what. I thought I could create a custom dropdown field that uses the campaign name values, but apparently I can't. Has anyone...

Hi, I'm Caroline from VOénergies . I would like to know if you can add a tool for searching duplicates in Hubspot (menu contacts). Or if something already exist for merging 2 contact sheets ? (as we can for with transactions) ? It will be really bet...

How can I set contacts as marketing 'on demand' using the API or any other hubspot tool? For example, we might have many contacts but only some of them are interested in the newsletter. When the user clicks subscribe to newsletter on our website...

We are trying to email an Active List but are receiving an error for 'Deleted Contacts in your list must be removed.' Does anyone have a simple way for identifying a deleted contact in a list to remove or a workflow for just removing all deleted con...