CRM

Hello, brand-new user here! I jumped in the deep end to create a template for my company to use for contracts/Quotes. I have created some products in our product library, and created some custom properties for them, which I would like to display in ...

Hi, I am trying to figure out why my Quote formatting is different between the template and when you review a quote before sending it. Very confusing, I'll attach some screenshots. Thanks for the help!! This is the incorrect formatting that po...

Hello everyone Our brand uses Shopify for our online store, and we also have a physical showroom. Typically, our customers book a meeting through our online store — we then provide a one-on-one consultation (either online or offline) to help them ...

Hello Hubspot Support Team, If I don't want to send any marketing email from Hubspot CRM and just want to create new segment for those data which are not part of any old segments? Does it possible? As of there is limitation to avoid segments upto ...

I've scheduled a 1 to 1 email for two of my contacts. When I try deleting these emails, I get an error "failed to cancel scheduled email". Our email setting have been configured and I successfuly send and receive emails.

Hi everyone, We’ve run into a major issue when using HubSpot’s “Send Quote” feature. Whenever we send the quote link to clients, many of them receive an “unsafe site” warning or are unable to open the link at all. On top of that, a number of thes...

Hi all, Question for the Hubspot world: Is there a way to block filed updates if the field has a value. So the idea is to allow things like the Breeze enrichment to happen on fields where the field value is empty, but if there is an existing val...

There are currently two spaces within hubspot to view leads; sales workspace and leads (beta). In the sales workspace, our team CANNOT view all leads, even if we add a filter specifically wanting to view leads created by other users/teams. Because o...

Hey team, Wondering if someone can help me with building out a custom coded workflow action to support parsing a PDF when uploaded and extracting information to other properties, without the need to use a third party application. When I try ...

Am I missing something in the Salesforce–HubSpot sync behavior? I’m trying to make sure I fully understand how Leads and Contacts sync between Salesforce and HubSpot — and whether there’s a gap I’m overlooking. When a Salesforce Lead is convert...

Hi everyone! We are trying to find the last INBOUND activity date of the contact, whether that is email, call, SMS, etc. It seems like other properties include our own team's activity so we cannot use it accurately. Is there a property I am mis...

Hi HubSpot team, When someone books a meeting through the HubSpot Meetings tool, the contact owner is automatically set to the meeting host. I understand this may be expected behavior, but I’m wondering: Is there a way to disable this automatic ...