CRM

I have a field from a custom property that I want to copy into the contact object to personalize a template. In some cases, multiple records would populate that singular field. How do I do this? I have a list that has that data that I want to im...

Hi, I’m trying to set up automation within our sales process in HubSpot, and I’d like to know if there’s a way (or workaround) to achieve the following flow: 🎯 What I’m trying to achieve: When a sales rep manually changes the l...

Is there a workaround for this error: “Have you sent these contacts at least one email?” error when I try to create a sequence for a list of new prospects? I know this is to prevent spam concerns, but I am looking to be efficient with a sequence... ...

Good afternoon, I'm trying to automate our deal follow-up process based on deal creation date. We want to drop contacts into a sales follow-up process using a contact based workflow that then uses a sequence. I want to drop contacts into ...

2 Huge pain points: 1. email sequences cannot be sent out from inbox team emails. Why? Big hassle 2. e-mail sequences are sent out from our outbound email, but the reply-to should go to a differnt email. How can we achieve this? Is there set...

Hey everyone, I'm wondering if anyone else has encountered a similar issue. Basically our team is looking to create a somewhat open-ended Sequence that activates whenever a deal is moved to Closed Lost from our Sales Pipeline. Basically the ...

Hey All! My boss has asked me to create a workflow for when a contact (and associated Lead) from an event finish a sequence and if they haven't responded, we set their lead stage to disqualified and disqualification reason to 'Unresponsive'. I...

A really valuable feature would be being able to create a rule within a property value that allows Deals to be automatically assigned to specific pipelines based on their dollar value. We want to set up two seprate Customer Onboarding pipelines,...

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...

Hi there, How do you mass unenroll leads from one company at the same time?

Hello, How would I create a contacts filter (or list) to show me the following contacts 1) Have opened or clicked on an email from a specific sequence 2) Have a specific property value (custom or built-in) For our contacts, we have set cus...

Hi Community, How can I delete email templates in my Hubspot account that I do not own? When I want to delete the templates I get the message that they are included in a sequence, but there are no sequences in our account that I can delete them ...