CRM

Hi all, I have a client that is currently using HubSpot CRM and their Domain is connected for emailing purposes. I started a new project with them and they wanted to create a brand new HubSpot without changing their current setup. For this purpose,...

I just saw a remark in our Hubspot account that Hubspot Insights is being sunsetted. Breeze is supposed to replace the HI, but in order to use it you need to pay (a lot!). I'm really shocked that a feature can just be pulled like that and be...

Hi! We use ZoomInfo to export contacts to HubSpot. Today, I exported 400 contacts (320 new, 80 updates to existing contacts in the CRM). I'd like to be able to take those 400 contacts and put them directly in a list. It's easy for me to find the 320...

We are integrating 3CX but primarily using the mobile app. We want to ensure that calls made through 3CX are recorded in HubSpot. Although we're familiar with the 3CX desktop app, our team mainly uses the mobile app. Can someone assist with this?

Hi, Loving the fact we can create formulas in HubSpot, populating property fields with the results! But, stuck on this one. Is this possible? We have these 2 properties created in HubSpot: Property 1: Storage Permitted (number) Property...

I create a CRM card but it default displays in card is 'Powered by MyAppName'. I want to change this to 'Powered by MyCompanyName'. How should i do?

Hi, I can see that HS has a great feature when creating new fields that can populate the content, based on a formula cell. We would like to know the difference between 2 existing properties and show that in a new property. For Example: Propert...

I have been working a lot with a sandbox account and have created various properties, pipelines and workflows within it. Is there currently a way to sync the sandbox account with the production account so that all of these things can simply be expor...

There is a user in org that can't view an attachment that was added to a ticket by someone else. It doesn't even show in the right hand side bar, but other files will appear. Not sure if it's the issue but a different user used to be responsible f...

Hi - we have additional values/attributes that we need to store on our account users in order to link them back to our internal systems, like employee ID. Since user emails and names can change, that is not always the globally unique identifier for...

New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...

I've just opted in to the new navigation and overall I love the new structure - it has definately made the key pages / functionality easier to find. But. I do have an issue with the UX of it. As default it is fully expanded which means the pag...