CRM

Hi all! I have a list of zipcodes with city, state, and timezones. These are also linked to the country(United States in this case) and I would like to run a workflow weekly to check for Contacts that are missing a value in either the Country ...

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two diff...

Hi there, we are in the process of onboarding a new business unit onto HubSpot, this BU will have it's own pipeline and the information collected against deals is also different. We've received an internal request to add additional fields to repre...

Hello HubSpot Community, I'm experiencing a significant issue with spam submissions through my HubSpot form, and it's starting to cause major disruptions. The form in question is: Form Name: Pallet Shuttle Contact Form (Contact Page) Page URL:...

Hello everyone, we are try to push the HubSpot system to other countries, and we want to know the usage of HubSpot. so i check the data in audit log--login history. but the data is not correct. it seems couldn't track the login history in APP. so...

Hello, I recently switched to the newest version of Hubspot and bought sales pro and service pro seats. After having already setup quote approval workflows, I can no longer see the option to ask for approval before publishing quotes in the setting...

Hello community, Hope you are doing well. I have cloned the default Product Module and begun customizing it in the Design Manager. I'm excited because I was able to change the default values of the fields so it styles depending on our brand ...

Using this community, I've been able to solve the first part of my problem. Thank you! Now, I'm looking for answers to help solve the second half. Our current process has a user submit an inquiry form (a Gravity Form), that then fires off an au...

Hi All, I am trying to set up a workflow to copy over a custom property I made for a contact, to when creating a deal with that contact. We made a specific custom property for Google Drive Links as we work through stuff with them. After looking thr...

Hello, Am looking to create a view/list of companies that have been assigned to a rep/have a company owner, that have no future task assigned to that rep. The end goal being that th rep can pop through and set tasks for those that are missing, ...

Hi, colleagues, We noticed that once using ex. Prospecting tab/ Sales workspace and Account Executives - edit the dashboard, adding new columns and setting up the view they want - the next day, it is reset, and they need to adjust and create a v...

So... we wanted to create an action on all jubil years a client's company is founded. But the field is actually a TEXT field. How can i transfer or transform the ''text'' number value from a textfield to a number field? Thanks in advance!