CRM

We have an issue where Account information syncing from Salesforce is overwriting existing Hubspot Company information. Scenario: 1. New Contact comes into Hubspot (eg testcontact@disney.com ), Company is auto-created from the Contact's email ...

Hi all, I was at a HubSpot tech event, and community member Justin Givens helped me with the signature. It's pretty straightforward. You must add style formatting to your signature. 1. Goto Settings->General->Email-> Manage email sign...

Hey all, The background of the problem I am struggling with: We have 10+ HubSpot user accounts used only for having objects assigned to them. There is no real person behind these accounts; we assign records from different countries to them s...

Hi, For context, we have specific rules we follow in attributing our contacts and deals. We base our deal attribution based on the outcome of a stamped value on the first associated contact on a deal. To keep it short we have a contact calculated p...

Hi, Im wondering if anyone has found an easy way to combine/aggreate properties used within a form into one place. For example, when a contact has filled out an enquiry form and it collects information like name, email, phone, and a few custom...

Hi, Is it possible to schedule a meeting automatically through workflow? What i want to achieve is to schedule a meeting between person in Lead Generation Team and Sales team when the lead/deal reaches specific stage in pipeline. Is it possible? ...

1. Managing Duplicate Leads per Company Due to previously faulty workflows, we now have multiple Leads associated with the same company for what is essentially the same opportunity. Here's what I've done so far: Created a rollup property o...

Hi HubSpot Community, Our "unengaged contacts" list is growing—and it's becoming a major issue. As a membership organization (association), accurate email engagement is critical, yet nearly half of our members are showing up on the "unengaged" l...

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...

I'm working on a new version of an old workflow we have, but this current workflow is quite important and active, and it's important that the contacts who are in this workflow go through the actions and get all the emails. I know turning off a wor...

Hey gang, Wanted to get some opinions on this. I've been working with a client for several months now, helping to untangle a messy Marketing Hub workspace that includes a mostly working Salesforce integration. We identified some issues with Cont...

We are currently having an API data sync being created to have data migrate from our HubSpot CRM to a mortgage tracking software, but it is not finished being built yet. In the interim, we are using CSV exports from HubSpot and importing those into ...