CRM

Hi Community! Looking for some advice/workaround to an issue i'm facing in trying to record data of two elements: customers and training results. I'm not sure if I should create an Object or just add Properties. In this case I want to register...

Hi HubSpot Experts, I work in a business that deals with selling a variety of branded products. We're updating how we manage our order information in HubSpot. Our challenge is handling a large product range – over 10,000 SKUs, each with mult...

We are looking to set up our CRM and website/online forms to accept gift aid. We would then be required to store gift aid declarations on HS CRM. Has anyone set up this process before, would appreciate some guidance

Hi Products are close to great but need some enhancements: Products need to have more historic data e.g. the user that last updated it and the last updated date. Yes I can create custom fields but this should be out of the box. Products must be...

Hi HubSpot Community! I'm new and I was wondering if you could walk me through how to sort by a column for all of the pages of my contacts. I recorded a one-minute Loom video to show you what I mean. Please review and let me know how to...

Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sur...

Hi! I was planning to perform a bulk deletion/cleanup of my contacts. But I have my contacts with my custom properties filled in. So I wanted to confirm in order to delete these contacts (these contacts might be later added back not on restorable de...

Morning If I select all of a page or tab in a list I can use the list menu to "add to static list". If you do this on the last tab of the list view, then you cannot - the option is greyed out. This seems inconsistent and, maybe a bug? I hyp...

I have a Google Sheet of deals from Hubspot that we want to do some analysis on but are missing some key bits of information like days since last activity. I'm trying to find a way to upload this list of deals back into Hubspot so I can then add...

Anyone else on CRM Free (or otherwise) having issues with their two-way Google Contacts sync? There aren't really any options when it comes to mapping (I'm sure there are more on Starter plans and up) so I'm having a hard time figuring out why conta...

Hello Everyone, Is there a way to bulk associate existing companies with a new list of contacts in HubSpot without using the "create and associate companies with contact" automation? In my current process, I create all the companies associa...

Hi- My team is currently using HS for marketing, and we are evaluating moving our Sales CRM and Service to HS from Salesforce. I manage our Customer Success team, and I've been poking around the 15-day trial to determine what is the best way to ...