CRM

Hi community! We currently use a custom property to track the source of our contacts, but it was set manually in the past, leading to some inconsistencies due to poor selection. To address this, I’m considering creating a new property and build...

Hi Everyone, I am syncing contacts from Salesforce to HubSpot. In Salesforce, we have a custom field called "Main Vertical," which is defined as a picklist under Account object. In HubSpot, this field is set up as a dropdown list. ...

The use case that I'm experiencing is that I have a sales team who instead of following a round-robin lead assignment process, assign leads to their reps based on what rep is available that day. For example, on Mondays and Wednesdays, leads coming i...

I run a multilingual WordPress website offering services in several languages. I want to integrate my website with HubSpot to improve customer interactions across different countries and languages. What are the best ways to integrate HubSpot tool...

At present time, the Association Column is non-interactable beyond being able to click the contact you have assigned via the main profile. As below: When you have a blank column, it shows as "--" with no actions available: It would...

Is there a recommended way/best practice for modelling functional email addresses (e.g., sales@, info@, billing@, ...)? By default HubSpot creates contacts for those (which is fine by me), but these email addresses don't typically correspond to ...

Hi everyone, a tricky question! I have tried to plan the process/logic to create a meeting router on our website but I am stuck at one specific point. The logic is that there is a Hubspot form embedded on the website where a lead can fill in conta...

Hey HubSpot Community! We’re currently revamping our HubSpot account and defining lifecycle stages for the first time. While we've used the Marketing Qualified Lead (MQL) stage in the past, this is our first comprehensive setup of the full lifecycl...

Hi, I need to bulk import some leads into HubSpot as part of moving over our B2B sales team. There is no import option on the front end so I'm looking to sort this via the API. I've got a script setup to loop through some names etc and I hav...

Hi All, Setting up my company on the Prospecting workspace and Ive come in to a question that has probably been asked before so apologies. But when we get an email response it will straight away go to Connected. However I have tried to test it i...

Hi there! My organization works with government entities at all levels (local, state, federal) and I am running into an administrative nightmare when it comes to managing duplicates and maintaining child/parent associations. This is especially tru...

Hey guys, I love HubSpot. It's really easy to use, and the UI design is pretty solid, especially the newer redesign. However .... the extremely bright colors are blinding at night. I have a triple monitor setup with 3x 4k 27" LCD displays. Most ...