CRM

Hello, New hubspot user here. I have Hubspot integrated with Salesforce and all seems to be working. We limit what syncs to salesforce to form completopms only. We have an exlusion on our "Salesforce Sync" list to not include people who complete...

Please consider changing marketing contacts to non-marketing contacts immediately and not at the end of the month. Once we identify that a contact should not be sent any marketing, we want that change to go into effect immediately and not with delay...

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 ...

As we transition to the new Lead Scoring model in HubSpot, I am having trouble figuring out hwo to change some of our old scoring rules. We use List Membership as a catch all score when something does not fall into a marketing event catergory i...

Hi there - I'd love some guidance in creating a 'Card' on a 'Contact' that simply lists the various form submissions from a customer. More specifically this would be the process: Goal : A contact visits my website and fills out an embedded H...

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 ...

I want to track who sent the most recent response in our email threads (not marketing campaign emails but email communication sent to actual leads) and update a property accordingly. This would help us track whether our team needs to follow up or if...

Why does the data model not show the Marketing Events object? Surely the data model should show all key objects and activities? As it stands the data model tool is pretty limited if we can't actually get an overview of the actual data model? ...

We are seeking an experienced HubSpot Process Optimization Manager to analyze our current CRM processes and optimize them. The ideal candidate will be responsible for gathering requirements from top executives, developing system workflows, and overs...

Hello, I have a client who is using Hubspot to track leads. Their website is on Wordpress and we have the site and all forms integrated correctly. Leads have been populating in the contacts section on hubspot fine until this week. Now we no long...

Hi HubSpot Community, I'm seeking clarification on how HubSpot handles referrer and UTM parameter tracking, especially across multiple pages and different user scenarios. I have a few specific questions that I hope you can help me with. ...

In the event where there is an existing Company in HubSpot with associated Contacts (where its Contacts are currently not syned to Salesforce), and then someone creates an Account in Salesforce with the same company name of that existing Company i...