CRM

Is there a way to manage the order in which Ticket & Deal associations appear within an association card of the Contact and Company records? It would be nice to be able to order the way that they appear in the association card by Ticket S...

Hi all! We receive emails from a partner regarding documents for our contacts. The contacts name is mentioned in the subject of the email (Example: "Documents regarding Jon Doe"). Currently we have to associate these mails to the right contact ...

please help, what api should i use to get closed_date ticket information?

The Outcome for a Call is really easy to update in the Activity list for a record (e.g., Deal or Ticket). You simply find the Call then click Select an outcome directly in the Activity list and choose an outcome (e.g., Connected). Two clicks. ...

Hi all It's been a couple of weeks since a customer advised she wasn't able to see tickets on her customer portal but we do not know why. We have no other customers with the same issue and don't understand why this is happening, by any chance someo...

Hi! I need to create 1 ticket for each line item associated to a Deal. Is it possible throuhg workflows?

We are attempting to update contacts via the email property rather than ID using a private app connection on Contacts API v3 . We can successfully make the call with the actual contact ID, but receive an error when attempting with email. T...

Hi Dear, Does anyone know if there is any way to create validation in custom fields (properties), for example in a certain pipeline, when moving the card some fields may be mandatory, but I wanted to put an exclusive valid for each field, how no...

We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t...

Hi, we have many orders for different customers that come from just 1 email-address. Each of these mails containg 1 attachment with the acutal purchase order. Currently the plan is to process these orders in tickets pipelines, but it seems the wo...

Hi I hope someone may be able to help with this. We have a support pipeline that automatically sends a satisfaction survey when the ticket is marked as closed. However some of the support doesn't need this ticket to be sent, e.g a routine passwo...

Hello HubSpot community, I have created custom properties for Contacts and Tickets where I intend to store an uploaded file/attachment. I cannot directly upload the file when creating the Contact or Ticket via API. Is file upload for Contact...