CRM

Hi, I'm new to HubSpot and currently managing my company's sales data within the platform. I’m facing a few challenges and would appreciate your guidance. Here’s a brief overview of our sales process: Sales Process: Le...

Hi all, curious if anyone has come up with a workaround for this issue we are having with HubSpot! We have one company with multiple branches that are owned by different users. They are in HubSpot as different accounts, however, they have the sa...

As it stands now, I do not see any way to add multiple lead pipelines, yet the user must click the "Lead Pipeline" dropdown and choose the only option there. Am I missing something or is there a way to remove that field from the form (or set the d...

Hi All, Currently have it turned on in our Hubspot where a Company will be created based on the Contacts domain name. However of course there are companies out there that may use the same email domain but are in a different region and may be a d...

Hi All, We have had a niche issue where a bunch of our leads got converted to Contacts accidentally in Salesforce. Unfortunately you can't un-convert these Contacts back to leads and we have to delete them in Salesforce. If I were to delete thes...

Hey all! I've recently created a few Quote Templates to try to begin using them for our business but I'm running into a bit of an issue. I don't really have the know-how to go into the back end template editor and figure out how everything ties ...

Hi there, I'm looking to import a bunch of Contacts from another CRM into HubSpot but assign them to a Company, but also flag their association with that Company using an Association Label. Is there a way to do that in bulk without having to...

Hey! What's going on with HubSpot creating loads of weird forms? Every day, my form tab is swamped with new forms. Some of these new generated forms capture one or two values from a contact person that filled in the contact form, that should normall...

Hello! I have a few questions regarding the best practices for managing leads: Handling Leads Post-Deal Creation: When a company becomes a qualified lead and a deal is automatically created in the pipeline, and then the deal is won, should I...

Hey all, This is a bit of a weird ask but I'm wondering if someone can help me configure my Quote templates to align to our business needs. I've built out the Template description to include custom Deal properties after our reps fill out a play...

Hey all, I'm looking to use the Quotes feature for some of our Proposals and future quotes, but came across a roadblock while building out our Quotes and Product Library. We don't really have "unit prices" on our products, and they're typica...

We've integrated a embed form into our web application. However, we're encountering an issue with a thick black border appearing from the iframe of the HubSpot meeting link. As the border originates from the iframe, we're unable to manipulate it...