CRM

Is there a way to create workflow for creating automated tasks, the criteria is that the contact has not been reached in a certain amount of time, for example 5 days. If that customer has not been reached out to on the 6th day, an automatic task is ...

Hi ! I'm wondering if it's possible to automatically create a task when another contact replies to an email in the sequence ? For example, if I enroll a general email in my sequence, and a person on the team replies back. (i.e email 1 was se...

If the contact you are sending the email to is not already in your contact DB, the task will be created BUT NOT ASSOCIATED with any record (and is therefore uselsess). Have you found any solutions to this?

Hi all! This is my first post here, so please let me know if there's a more suitable board for this question. Our company is new to HubSpot, and while I have experience creating workflows and cadences in a marketing capacity, I'm less familiar with...

Hi, Can someone tell me exactly what this "Start Tasks" button under Sales > Tasks does? When I click, a pop-up says it can power through your tasks with automated to-do lists and set up tasks to repeat automatically. Can someone...

POST https://api.hubapi.com/crm/v3/objects/tasks/search got error when after value more then 10000. { "status" : "error" , "message" : "There was a problem with the request." , "correlationId...

Hello everyone, when our team logged into their HS accounts this morning, the "start tasks" function was suddenly locked. Has anyone else on Hubspot Free experienced this today? We've been using HS for 3 years and this just happened.

We have 1000 software clients each with their own expiration date. The expiration date is recorded in an "expiration date" property. I want to create all at once, a task for our Client Relations Manager to contact the client 6 months before they ex...

When I import tasks without a deal association, it creates blank records to associate these tasks with. This happens even when the tasks are associated with a company or contact. Is this expected behavior? Import setting: Importing 1 file ...

Really frustrating that 'Overdue Tasks' can not be reported on. This really is a basic 101 management report to ensure staff are getting through work but also if they are overwhelmed with too much work. Is there any updates for this?

Hi everyone, I would like to know if the board view for tasks is configurable like tickets and deals. The filters that appear to me are very limited and do not help me to configure the board the way I would like. Thank you!

Hello team. In a recent week my account appeared to be that after creating a task and assigning that task to someone else in charge, I no longer see the task on my management page. What do I need to do to be able to keep track of the tasks I have c...