CRM

Hi team! I'm currently working with a custom object in HubSpot and using a form layout to create new records. However, I've noticed that the “Edit this form” button appears at the top right corner for users and I’d like to remove or hide this opt...

Hey folks, I'm doing some data clean up and need to merge some company records. We have a custom property that is bringing in data from a Wordpress site and when I merge two companies together, it keeps the primary record's information for that pro...

Hello everyone, I have the Marketing - Advertising report in HubSpot, but it’s empty. HubSpot is not associating conversions with campaigns, nor is it linking page views and sessions. •The Google Ads accounts are correctly synced with H...

I'm part of a medical practice where we service children and families and parents. Quite often, the parent gives us their email address and the child obviously does not have an email address. We are using hubspot to essentially do lead management ...

Hello! I'm new to Hubspot, although used other CRMs a lot. Two of us are evaluating Hubspot and while I can do everything needed as an admin, my other user cannot see any records. Attached are the permissions settings for the user, can someon...

Hello Is it possible somehow to display the tickets associated with the Company or Contact at the Deal card. I see that it is possible to create a new association Deal-Ticket but I don't want to do like this, because in fact the exact ticket can n...

Hi HubSpot community, I have a question/problem regarding Tickets and Inbox. One of our users only has inbox access and we want to make it possible for her to see the tickets directly in an inbox. So we have made it able for her to see tickets b...

Hi all 👋 🙂 , Our company operates in three different markets, and the products we offer differ in both definition as well as properties available to each product. At the moment, we have the issue in which properties which are relevant to...

Hello, I use Hubspot (to register interactions with leads and clients), Ringover (virtual phone number to call back leads and clients) and Calendly (for leads to book a call from website) I want t o ensure hubspot contact unicity via the pho...

Hi HubSpot Community! I’m facing a challenge with our sales team workflow. We have several sales agents who need to modify lead stages after leads are qualified, but I noticed that only admins can edit lead stages post-qualification. Importa...

Hi, How to remove the 2FA for users as a super admin? Thanks,

Hello, Can I customize the RECORD ID for a specific property such as DEALS? I want to use the the Record ID to idintify each deal I'm working on and use it for the company internal use such as quoting... Thank you, Karim