CRM

When I press the schedule button, the time I selected changes. For example, if I schedule an email for Friday at 7:00 AM, it ends up being scheduled for Friday at 11:00 AM instead. It seems to schedule the email based on my current time rather than ...

We are looking for best practices on how to handle the company associations on a contact when the contact leaves their current "Primary" company but their new company is unknown. We created an association label for "Prior Company" to keep the as...

Hi, I created a custom property in a deal called: "Last Interaction Date", and I want this date to always show the last date in which: - A contact who's associated to this deal replied an email (sales or sequence0 OR - The date of th...

I used the email signature template generator tool recently. It then asked me to create an account in order to export the HTML. I did so, and it went back to the tool and had erased the signature I'd just spent ages creating. So I did it again....

We're trying to include the unit discount amount in a HS quote email template. However the line item API docs https://developers.hubspot.com/docs/guides/api/crm/objects/line-items#line-item-properties do not show a property for the Unit Discount...

I struggle to understand the concept of business units in HS, so forgive me if this is a dumb question. If I create an email in one Hubspot business unit (let's call it BU A) and attach a list with mixed leads, will the system automatically exclude...

Hi there! I'm wondering what the difference is between the message that pops up above a contact's name saying " ___ is opted out of email" vs the red notification under email activity that says "There was an issue sending an email to this contact. T...

As many of you we also did encounter the problem of not being able to use the same email more than once. We used the workaround that has been mentioned in this community quite a bit. By adding '+1', '+2', etc, before the @ in het email. Example: ...

Hi Ok I have a sold e-mail that goes out to customers and we bcc trustpilot who then send a 2nd e-mail 1 day later. That way if a customer leaves a review it's a verified review on Trustpilot. Can i do this in HubSpot? If so where can't seem...

Hi, Trying to see if / how its possible for HubSpot to help us with the following. We want to send out a general email to our clients, who don't appear to have any activity with us for the last, say 60 days. But the latest activity attri...

One problem I ran into with my latest workflow is that there are emails scheduled to be delayed until a certain date. However, if someone joins the workflow late, I am hopeful that they can bypass some of the messages and enter in where the rest of ...

Hello All, Looking for some help with a workflow I'm working on. I've a simple form on a landing page, in that form I have a custom property with two options (A & B) I want to send an automated email only IF the customer selects the value...