CRM

A ordem dos dados dos clientes feita pelo site da Hubspot, no desktop, não é aplicada da mesma forma no app mobile. Isso não foi contado antes. Acredito que tenha havido alguma atualização que tenha deixado assim. Os campos personalizados ...

I'm trying to create a new column called Unit Discount for each item listed in a quote template. This value should be calculated by multiplying the unit price by the discount percentage for that specific item. I set up a workflow to pull the unit ...

I'm unable to import contacts without email or record ID. These contacts are real estate records and I don't have contact information for them. I've selected, "Import New Contacts Only" and it won't work How can I bypass this?

Hey all, I want to transition to Hubspot's CRM and Marketing tools from my old system of Salesforce and Pardot. Importing contact records is pretty straight forward but there's a lot of email analytical data (click-thru, bounces, etc) that I would ...

Kindly assist ! Under CRM > Contacts , I can track the open rate of emails sent, but I am unable to track the click rate. I have tested this on my end as well. When I click on a link in an email and track that email, HubSpot registers the open...

Hi smart people, How to drag and drop attachments from a Form to Dropbox (or else where)? We are recieving photos and a lot documents in HubSpot Forms when we are hiring people. We need to copy (move) those attachments to Dropbox. However w...

Hallo miteinander, ich will aus den Datensätzen in Hubspot 2 Worddokumente erzeugen. Im Endeffekt werden nur Name und Adresse in einen Brief eingefügt. Weiß jemand ob das funtkioniert? Beste Grüße Christian

I have created a pop up post on our website to display after 50% scroll to capture the users email address. However, the popup never actually appears on the website. Do I need to do anything on the website end to enable this? It's a Wordpress in...

Brand new to Hubspot and CRM tools. Just purchased a subscription to the Starter Customer platform. All I want to do is track my investor outreach from my outlook for desktop client. Pretty simple but don't know where to begin since Hubspot offer...

Hello, We recently created a seqeuence and we are trying to understand the metrics. We have 3 responses to the sequence however supposedly no one has opened or clicked on the email which would have to be incorrect. Could this be an issue with how...

Hello, Is it possible to add an Or function in a calculated field. So we have 2 properties that captures revenue by the region. So we have Americas Line item revenue and Europe linje item revneue I need to add these 2 fields together so we can s...

Hello, This is a 2 part question.. We need the "Has ODE been locked" to be yes before a deal can be moved as closed won. We have a workflow to calculate the field to yes when certain criteria has been met. My first question is Can you make a proper...